John Underwood Email and Phone Number
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I help high-net-worth individuals and families make the most informed decisions related to their wealth, coordinating all areas of investment management and financial planning to create and implement cohesive life plans for my clients.Beacon Pointe Advisors is a wealth advisory consulting firm that takes a comprehensive approach to helping institutions, retirement-sponsored plans, high-net-worth individuals and families set and meet their financial goals. We focus on full-service financial planning and research-driven investments.Specialties: Wealth Management, Investment Consulting, Retirement Readiness Planning, Education Cost Planning, Strategic Tax & Estate Planning, Career & Business Planning, Life Changes & Milestones, Values-Based and Impact Investing
Beacon Pointe
View- Website:
- beaconpointe.com
- Employees:
- 186
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Managing DirectorBeacon Pointe Oct 2024 - PresentLake Elmo, Minnesota, United StatesOn October 15, 2024, Landmark Wealth Management Group joined Beacon Pointe Advisors. Beacon Pointe Advisors is a registered investment advisory firm that takes a comprehensive approach to helping endowments and foundations, retirement-sponsored plans, and high-net-worth individuals and families set and meet their financial goals. We focus on full-service financial planning and research-driven investments, and we partner with our clients to help them make the most informed decisions possible on any issues related to their wealth.
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Chief Financial Officer | Chief Operating OfficerLandmark Wealth Management Group Aug 2019 - Oct 2024Greater Minneapolis-St. Paul Area -
Managing DirectorProfit Plus Midwest Apr 2016 - May 2019Providing business planning, business analysis/diagnostics/modeling, bookkeeping and fractional CFO services to small-mid market companies. Developed strategies to improve P&L performance, Cash Flow, Inventory, Payables and Receivables. Accountable for the development of franchisee recruiting strategies, territory development and franchisee leadership of the ProfitPlus start-up franchise. • Developed planning & consulting model to be affordable, flexible and holistic for small and mid- market businesses.• Developed operating model for franchise owners, increasing sales pipeline and sales conversion, by 42% and 12%.• Created business planning software subscription program to increase market penetration; increased subscriber base by 30%.
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Vice President Global Contact Center OperationsAmeriprise Financial Mar 2010 - Sep 2015Greater Minneapolis-St. Paul AreaGlobal (multi-site) customer service operations; Workforce planning & analytics; Omni-Channel service strategy development and implementation. • Developed/implemented series of programs reducing phone demand by 35%.• Leveraged speech analytics capabilities reducing dissatisfied callers and repeat calls by 50%. • Recognized for improving/maintaining high level of employee engagement, 69% to 87%. • Implemented Lean service model.• Improved phone answer time (60 sec), reducing transfers (35%) and hold time (20%). -
Vice President Finance - Strategic TransformationAmeriprise Financial Services, Inc. 2009 - 2011Greater Minneapolis-St. Paul AreaDeveloped and executed strategic corporate initiatives; Mergers & Acquisitions; End to End process re-engineering; Strategic vendor management. • Acquisition of large asset management company and realization of $100MM in cost synergies.• BPO vendor consolidation resulting in streamlined service model with cost reductions of $5MM.• Procurement help desk re-engineering, improving response times by 50%.
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Vice President Operations & TransformationAmeriprise Financial Services, Inc. Jan 2005 - Jan 2009Greater Minneapolis-St. Paul AreaAccountable for delivering operational efficiencies and improvements in quality, while driving a culture of continuous improvement across the organization. Created a high performing organization comprised of Six Sigma Black Belts, Quality Analysts, Vendor Managers and Management Information professionals. • Developed/implemented strategy improving usability while increasing usage of online tools, driving advisor usage from 25% to 79% (9 month period).• Assumed leadership of failing Six Sigma program; within 5 months delivered visible results for shareholders/clients, reflecting sustainable annualized cost reductions of $3.5 million and error reductions averaging 25%.• Lead organizational initiative moving voice and back-office processes offshore realizing an annual operating cost reduction of $28 million.• Implemented vendor management strategy including onsite oversight, leadership engagement and structured business reviews, realizing lower vendor attrition rates, improved performance and optimal cost structure.
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Director Document And Payment OperationsAmeriprise Financial Services, Inc. Apr 2002 - Jan 2005Greater Minneapolis-St. Paul AreaDirected remittance processing, ACH and Wire transaction processing, check disbursement, image capture and image delivery. • Recognized for improving image capture and delivery quality results by 50%, throughput by 70%, while reducing costs by 32%. • Reduced Payment Operations errors by 36%, while increasing customer satisfaction significantly.• Implemented financial controls (reporting, unit cost measurement and analysis) across service organization contributing to unit cost improvements of 20% to 60%.• Developed/implemented key performance indicators and reporting for service organization, contributing to a 50% improvement in cycle times for over 20 multi-day processes.
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Manager Finance, Planning & AnalysisUs Bank Apr 1997 - Apr 2002 -
Senior Financial AnalystUs Bank Apr 1993 - Apr 1997
John Underwood Skills
John Underwood Education Details
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Business Administration And Finance
Frequently Asked Questions about John Underwood
What company does John Underwood work for?
John Underwood works for Beacon Pointe
What is John Underwood's role at the current company?
John Underwood's current role is Managing Director at Beacon Pointe Advisors.
What is John Underwood's email address?
John Underwood's email address is jo****@****mpf.com
What is John Underwood's direct phone number?
John Underwood's direct phone number is +161267*****
What schools did John Underwood attend?
John Underwood attended University Of St. Thomas - Opus College Of Business, University Of St. Thomas.
What are some of John Underwood's interests?
John Underwood has interest in Poverty Alleviation, Education.
What skills is John Underwood known for?
John Underwood has skills like Leadership, Process Improvement, Financial Services, Vendor Management, Risk Management, Strategic Financial Planning, Business Process Improvement, Finance, Financial Planning, Business Analysis, Management, Strategy.
Who are John Underwood's colleagues?
John Underwood's colleagues are Courtney Mccutchan, Cfp®, James Davenport, James Franklin, Heather Schaber, Sheryl Austin, Cfp®, Chfc, Clu, Chelsea Cavigli, Jennifer Romanosky.
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