James R. Brown, Mba, Lutcf, Cdei
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James R. Brown, Mba, Lutcf, Cdei Email & Phone Number

Financial Service Instructor | Customer Service | Course Creation and Delivery at Colibri Group
Location: Kansas City Metropolitan Area, United States, United States 9 work roles 2 schools
1 work email found @examfx.com LinkedIn matched
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Current company
Colibri Group
Role
Financial Service Instructor | Customer Service | Course Creation and Delivery
Location
Kansas City Metropolitan Area, United States, United States
Company size
1129 employees

Who is James R. Brown, Mba, Lutcf, Cdei? Overview

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Quick answer

James R. Brown, Mba, Lutcf, Cdei is listed as Financial Service Instructor | Customer Service | Course Creation and Delivery at Colibri Group, a company with 1129 employees, based in Kansas City Metropolitan Area, United States, United States. AeroLeads shows a work email signal at examfx.com and a matched LinkedIn profile for James R. Brown, Mba, Lutcf, Cdei.

James R. Brown, Mba, Lutcf, Cdei previously worked as Financial Service Instructor | Customer Service | Course Creation & Delivery at Colibri Group and Founder | Director Communications Development at Capital Management Innovations. James R. Brown, Mba, Lutcf, Cdei holds Mba, Strategic & Operations Management from The University Of Kansas.

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Email format at Colibri Group

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*@examfx.com
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About James R. Brown, Mba, Lutcf, Cdei

Create greater customer value and company revenue, organizational learning, client education • Recruit and develop talent, project management, departmental creation • Promote positive motivating culture, ownership of responsibilities, experienced entrepreneurial and established settings • Expertise securities, insurance, banking, and academia • Define, measure, and energize more profitable sustainable growthConnect with me using: ►►► jrbmba@msn.com ◄◄◄ All Invitations to Connect Welcome, LION - LinkedIn Open Networker*********** Recruiters, HR Professionals, Hiring Managers: Connect with me to discuss how I may contribute to helping your organization create and manage more sustainable cost-effective higher employee performance, customer value, and company revenue... ***********Accomplished leadership training in financial services, marketing, sales, departmental management, regulations, compliance, recruiting, and public speaking. Expertise includes organizational learning, client education, public relations, creating greater customer value and sustainable cost-effective higher performance solutions. Successful recognizing and applying what actually works where people involved, unique skills in more clearly communicating complex issues, mindful of consequences, maintaining constant awareness of industry threats and opportunities, while promoting a positive and professional working environment.Attentive to honest, ethical, and accountable activities supporting mutual long-term success. Conscientiously seek to create more efficient contributions to organizational purpose, culture, market reputation, making a difference in people's lives, and contributing to productive focused team energy.To discuss opportunities, please text or call at (816) 918-4328.

Listed skills include Financial Training, Management, Training, Coaching, and 38 others.

Current workplace

James R. Brown, Mba, Lutcf, Cdei's current company

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Colibri Group
Colibri Group
Financial Service Instructor | Customer Service | Course Creation and Delivery
Kansas City, MO, US
Website
colibrigroup.com
Employees
1129
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Company profile
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9 roles

James R. Brown, Mba, Lutcf, Cdei work experience

A career timeline built from the work history available for this profile.

Financial Service Instructor | Customer Service | Course Creation And Delivery

Colibri Group

Kansas City, MO, US

Financial Service Instructor | Customer Service | Course Creation & Delivery

Current
Colibri Group

St. Louis, MO (Office Located Kansas City, MO)

Virtual and in-person teaching, training, coaching; course development, design, editing, presentation; specialize LH/PC insurance and primary series securities; company clients and candidates include demographics throughout all US statesCourse creation and curriculum updates include written, visual, graphic, and animated content; extensive success in.

Nov 2021 - Present

Founder | Director Communications Development

Current
Capital Management Innovations

Kansas City, Missouri Area

  • Approaching 30 years helping people protect their assets, increase income, and save taxes. Trained and developed other agents, advisors, and professionals achieve as well as maintain their licensing, continuing.
  • Market Research
  • Industry Contacts
  • Career Networking
  • Enterprise PlanningACTIVITIES:
  • Following Economic Trends
Jan 2015 - Present

Financial Service Instructor

Ascend Learning-Examfx

Leawood, KS

Increased revenue to $12.4M annually from $10.5M, creation revenue generating instructor department, designed content, conduct live, online, video recorded classes; personalize complex topics in understandable mannerSupplemented revenue $1.1M, generated greater repeat customer rate, promote career advancement, encourage referrals, Volume Licensing.

Jul 2010 - Nov 2021

Finra Education Instructor

Tta (The Training Associates)

Westborough, MA

Created, managed, and conducted revenue opportunities and deliver FINRA training classes for insurance company clients, applied prelicensing live class training for multiple securities courses across numerous locations for customer service and sales teams, generating over $126K revenues.Produced customer satisfaction rate over 93%, expanded customer.

Feb 2010 - Jun 2010

Director Training And Development

New England Financial, A Metlife Company

Overland Park, KS

Enhanced productivity an additional $4.5M annual agency premium, by implementing comprehensive product planning and advanced market training programs for new and experienced agents and fee-based advisors, and improving retention by 24%Produced personal annual average $2.5M premium, over 220% of production goals, generated an average additional $240K.

May 2007 - Jan 2010

Adjunct Financial Planning Professor

Devry University & Its Keller Graduate School Of Management International

Kansas City, Missouri Area

Strengthened average class evaluation results as adjunct professor with Devry-Keller, to 94% from 78% positive student rating, by creative delivery financial planning courses; topics included public policy, industry trends, securities applicationsExtended first-time exam pass rates as instructor with AD Banker, to 86% from 62%, resulting in 7% greater.

Jul 2003 - Aug 2007

Financial Management

Massmutual Financial Group

Kansas City, Missouri Area

Achieved additional annual agency premium production $3.5M, presented live sales seminars attended by up to 150 prospects; specialized in estate planning and business markets; developed and reinforced agent activity tracking and controlGenerated up to $125K gross annual commissions; initial sales activity involved personal and group markets; products.

Jan 1990 - Oct 1999

Manufacturing Analyst; Pricing Coordinator

Pitney Bowes-Data Documents Systems

Olathe, KS

Elevated net sales margins over 6% of $55M average annual revenues, by creation, operation, enforcement of bar-code media manufacturing cost control, product pricing; managed across three divisions, serving domestic and international customers

Jul 1987 - Dec 1989
Team & coworkers

Colleagues at Colibri Group

Other employees you can reach at colibrigroup.com. View company contacts for 1129 employees →

JT Jim Thomas Jim Thomas Colleague at Colibri Group Austin, Texas Metropolitan Area, United States View → AR Adam Ristau Adam Ristau Colleague at Colibri Group Warren, Pennsylvania, United States, United States View → MO Matthew Orange, Ba Matthew Orange, Ba Colleague at Colibri Group Dallas-Fort Worth Metroplex, United States View → SD Sarah Dibattista Sarah Dibattista Colleague at Colibri Group New York, New York, United States, United States View → EA Erika Ayala Erika Ayala Colleague at Colibri Group Lawrenceville, Georgia, United States, United States View → MH Mirella Huttenlocher Mirella Huttenlocher Colleague at Colibri Group Greater Phoenix Area, United States View → YA Yvonne Aileen Yvonne Aileen Colleague at Colibri Group Beaverton, Oregon, United States, United States View → KB Kendal Bauer Kendal Bauer Colleague at Colibri Group Greater St. Louis, United States View → AH Adam Harris Adam Harris Colleague at Colibri Group Greater Minneapolis-St. Paul Area, United States View → JV Jenny Villa Jenny Villa Colleague at Colibri Group United States, United States View →
2 education records

James R. Brown, Mba, Lutcf, Cdei education

FAQ

Frequently asked questions about James R. Brown, Mba, Lutcf, Cdei

Quick answers generated from the profile data available on this page.

What company does James R. Brown, Mba, Lutcf, Cdei work for?

James R. Brown, Mba, Lutcf, Cdei works for Colibri Group.

What is James R. Brown, Mba, Lutcf, Cdei's role at Colibri Group?

James R. Brown, Mba, Lutcf, Cdei is listed as Financial Service Instructor | Customer Service | Course Creation and Delivery at Colibri Group.

What is James R. Brown, Mba, Lutcf, Cdei's email address?

AeroLeads has found 1 work email signal at @examfx.com for James R. Brown, Mba, Lutcf, Cdei at Colibri Group.

Where is James R. Brown, Mba, Lutcf, Cdei based?

James R. Brown, Mba, Lutcf, Cdei is based in Kansas City Metropolitan Area, United States, United States while working with Colibri Group.

What companies has James R. Brown, Mba, Lutcf, Cdei worked for?

James R. Brown, Mba, Lutcf, Cdei has worked for Colibri Group, Capital Management Innovations, Ascend Learning-Examfx, Tta (The Training Associates), and New England Financial, A Metlife Company.

Who are James R. Brown, Mba, Lutcf, Cdei's colleagues at Colibri Group?

James R. Brown, Mba, Lutcf, Cdei's colleagues at Colibri Group include Jim Thomas, Adam Ristau, Matthew Orange, Ba, Sarah Dibattista, and Erika Ayala.

How can I contact James R. Brown, Mba, Lutcf, Cdei?

You can use AeroLeads to view verified contact signals for James R. Brown, Mba, Lutcf, Cdei at Colibri Group, including work email, phone, and LinkedIn data when available.

What schools did James R. Brown, Mba, Lutcf, Cdei attend?

James R. Brown, Mba, Lutcf, Cdei holds Mba, Strategic & Operations Management from The University Of Kansas.

What skills is James R. Brown, Mba, Lutcf, Cdei known for?

James R. Brown, Mba, Lutcf, Cdei is listed with skills including Financial Training, Management, Training, Coaching, Sales, Insurance, Leadership, and Customer Service.

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