John W Joseph

John W Joseph Email and Phone Number

Vice President and Chief Strategy Officer @ GFI Global Financial Impact
Atlanta, GA, US
John W Joseph's Location
Atlanta Metropolitan Area, United States
John W Joseph's Contact Details

John W Joseph personal email

About John W Joseph

A proven collaborative and innovative Strategic Alignment, Transformation, Logistics and Operations Executive with expertise in the development and growth of complex enterprise organizations. Leverages expertise to align strategic plans and initiatives and build consensus through collaboration to support field teams, maximize investments, architect and develop business technology platforms, and optimize performance. I deliver transformation strategies that engage client and advisor experiences creating revenue growth opportunities and sustainability. I am a recognized thought leader for enterprise business platform development focusing on bridging gaps between strategic visualization, architecture, implementation, disruption, infrastructure, technology, and sustainability while emphasizing adoption philosophies for digital transformation in a data driven environment where digital transactions, data analysis, and artificial intelligence drive business decisions in uncertain, complex, and ambiguous environments. I've experienced living abroad in England and Greece and worked on significant operations in the Middle East, Japan, Thailand, South Korea, and Canada.Achievements:-Integrated digital ecosystem to enhance sales growth, customer experience, and business platform expansion for 25% expense reduction and 50% increase in customer onboarding.-Consolidated complex and separate business customer experiences into one architecture allowing integrated and leading market solutions to solve for regulatory, efficiency, and growth objectives resulting in record breaking onboarding and administrative support volumes for past two years.-Developed high performing team by creating key stakeholder groups and through coaching and continuous process evolvement delivered over $20 in operating efficiency gains, enabling the business to reinvest in new growth initiatives and business development opportunities.-Developed ecommerce B2C platform with field service, community onboarding, and sales attributes involving UX/CX design and final mile delivery. Responsibilities ranging from $30 million in annual spend and including team size from 6 people to collaboration of 40 people developed as councils and decision makers.Strategic Vision and Execution | Executive Leadership | Technology Innovation | Digital Transformation | Regulatory Frameworks | Sales Growth | Customer Experience | CRM | Marketing Automation | Operational Efficiencies | Onboarding | Banking | Logistics | Supply Chain | Broker Dealer | Integrated Business Platforms | International Relations

John W Joseph's Current Company Details
GFI Global Financial Impact

Gfi Global Financial Impact

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Vice President and Chief Strategy Officer
Atlanta, GA, US
Website:
globalfinancialimpact.com
Employees:
2935
John W Joseph Work Experience Details
  • Gfi Global Financial Impact
    Vice President And Chief Strategy Officer
    Gfi Global Financial Impact
    Atlanta, Ga, Us
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  • Transamerica
    Vice President, Managing Director, And Head Of Strategy For Transamerica Financial Network
    Transamerica Oct 2015 - Dec 2020
    Greater Atlanta Area
    Head of Strategic Alignment overseeing strategic business platform development for three statutory financial services distribution organizations with over 60,000 life licensed agents and 3,500 registered representatives throughout North America. Bridge gaps between strategic visualization, design, architecture, implementation, execution, and sustainability at all organizational levels and across multiple business units; with emphasis in the areas of technology, infrastructure, and business alignment. Integrated solutions that enhance sales and marketing growth, customer experiences (CX), advisor/agent experience (AX), sales administration, operations, supervision, compliance, customer experience, and business platform development to support the growth of entrepreneurial business opportunities across North America. Offers innovative ideas for building and implementing solutions for companies experiencing significant growth in customer product sales, distribution, support services, and sales and marketing using a digital strategy through enterprise transformation.
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  • World Financial Group (Wfg)
    Chief Administrative Officer (Cao)
    World Financial Group (Wfg) Oct 2010 - Oct 2015
    Johns Creek, Ga
    Responsible for the Operations and Administration groups in World Financial Group (WFG), which is a Transamerica Life and Protection company. Led the development and implementation of strategies that enhance and promote capabilities of the WFG business platform in the US, Canada, and Puerto Rico while aligning with the mission and vision of the WFG business opportunity. Executive level responsibilities for business platform enhancement, development, and new business development growth. Includes sales support, commissions, licensing, data analytics, project management, compliance, customer experience, and technology integration. Currently holding FINRA licenses 6,63,26,7,24.Responsible for strategy development, execution, and integration for several divisions within the distribution channel to support business platform development, transformation, and sales growth. Ensures innovative solutions are coupled with platform infrastructure and resource support to create synergy and provide an exceptional customer experience, interface, and value. Works with all stakeholders across multiple organizations to ensure infrastructure development supports the mission and vision of the company. Experienced in Insurance Agency and Broker Dealer strategic development, sales support, omni-channel marketing, customer experience, operations, technology, compliance, procurement and vendor relationships, and regulatory and internal audits. Responsible for strategy development integration into a business platform infrastructure that supports over 50k licensed field sales associates generating over $750 million of annual financial services distributions.
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  • Aegon Americas
    Vice President (Aegon Financial Partners)
    Aegon Americas Feb 2009 - Oct 2010
    Cedar Rapids, Ia
    Catalyst for the development and implementation in both Cedar Rapids, IA and St. Petersburg, FL campuses of targeted re engineering strategies and methodologies within the AEGON Financial Partners (AFP) and now Transamerica Life and Protection (TL&P) division of Transamerica. Business Process Re-engineering catalyst for AFP member companies to re-engineer the New Business, Underwriting, and Customer Policy Service groups from assembly line to case management approach.
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  • World Group Securities, Inc. / Intersecurities, Inc.
    Vice President (Vp) And Chief Operating Officer
    World Group Securities, Inc. / Intersecurities, Inc. Apr 2004 - Apr 2009
    Johns Creek, Ga
    Created the vision and execution plan for platform creation in support of field and home office operations, regulatory compliance, sales support, and risk management for a retail broker dealer. Led the launch of WFG Canada in Toronto, responsible for initial P&L, Sales, Sales administration, Operations, Supervision, Compliance, and oversight of transition of its broker dealer to a third party support services model.
  • Aegon Americas
    Chief Operations Officer (Coo) And President - Wgs And Isi
    Aegon Americas Jun 2006 - Dec 2006
    Johns Creek, Ga And St Petersburg, Fl
    Responsible for the Operations strategy development and implementation for World Group Securities (WGS) and InterSecurities (ISI) broker dealer firms in Johns Creek, GA and St. Petersburg, FL respectively. Supported registered representative growth through integration of technology, resource support, and sales support during times of change management and organizational restructuring and managing P&L. Also held positions of President and CCO during this time of transition and foundation building for the future of the Broker Dealer and its P&L.
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John W Joseph Skills

Business Strategy Strategic Planning New Business Development Change Management Mergers Business Development Operations Management Risk Management Financial Analysis Business Analysis Project Management Process Improvement Banking Mergers And Acquisitions Training Financial Services Leadership

John W Joseph Education Details

Frequently Asked Questions about John W Joseph

What company does John W Joseph work for?

John W Joseph works for Gfi Global Financial Impact

What is John W Joseph's role at the current company?

John W Joseph's current role is Vice President and Chief Strategy Officer.

What is John W Joseph's email address?

John W Joseph's email address is jo****@****hoo.com

What schools did John W Joseph attend?

John W Joseph attended University Of Alabama, Kennesaw State University - Michael J. Coles College Of Business, The United States Army War College.

What skills is John W Joseph known for?

John W Joseph has skills like Business Strategy, Strategic Planning, New Business Development, Change Management, Mergers, Business Development, Operations Management, Risk Management, Financial Analysis, Business Analysis, Project Management, Process Improvement.

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