Lesley Mann Email & Phone Number

Camana Bay, Grand Cayman, Ky

Built the company from concept through to a successful insurance company with over $2B AUM by creating innovative advisor support tools and an operational portal, while also establishing a strategic framework to ensure continued success in the marketplace. Created the operations and client support structure including the administrative platform, user-friendly website, client portal and supporting marketing materials to increase the company’s brand recognition and drive the client management framework. Oversee the top 10 relationships which drive more than 80% of revenue. Executed the onboarding of over 40 US financial institutions, which included resolving compliance, systems, and operational issues, resulting in over $200M+ in sales per year and over $2B in AUM.

Newark, New Jersey, Us

I was the leader of a large organization that supported the Annuity business’s 500+ relationships. This role focused on: business development, relationship management, creating common vision and objectives, and fostering communication between four disparate distribution channels: Independents, Insurance, Wires and Banks. As a key member of the distribution and executive management team, I drove multi -billion dollar sales improvements. I implemented a new financial planning process, securing over $15M+ savings. I also led a successful talent management program that integrated coaching, development, performance management and enriched the talent pool with new perspectives and experiences.

Newark, New Jersey, Us

I was recruited by the President of newly formed organization to expand channel capabilities. I targeted and successfully permeated Wirehouses market for the first time in the organization’s history, and executed changes to the system, operations, marketing, and sales strategy to support these organization. Successfully leveraged partnerships and relationships to drive best practices throughout the business; strengthened client marketing and communications. Overall we improved sales to $4B+ and achieved double-digit market share.

Newark, New Jersey, Us

As a B2B relationship manager, I partnered with National Sales to ensure a clear vision of distributor culture and identified cross-sell product opportunities. I managed sales plans, forecasting, marketing, and budgets and revenue agreements for Independent Broker Dealer Channel. While in this role, I drove 35% sales growth and significantly increased market share for over 20 accounts.

Newark, New Jersey, Us

I integrated key functions for the new Prudential Annuities organization; coordinated budget planning and management processes. In my role, I coached, mentored and developed a 20-person cross-functional team and managed real estate strategy for a multi-location business. I created and implemented new sales processes and systems to support the newly integrated organization, while focusing on service, quality and innovation.

Newark, New Jersey, Us

I was selected for this influential position, to support the President in all aspects of day-to-day activities. I implemented the real estate strategy and facilitated management of a 2,200-person organization. I created the strategic planning process, which was employed year-over-year to drive organizational success. I was involved in all aspects of sales, marketing and distribution strategy and participated in M&A teams and due diligence processes for potential acquisition targets.

Newark, New Jersey, Us

Newark, New Jersey, Us