Liz Uram, Leadership Communication Expert Email & Phone Number

Working with leaders, teams, and individuals to bridge the gap between strategy and execution.

Greater Minneapolis-St. Paul Area

Instructor of leadership/management/communication courses.

• Led the client service and transaction processing departments for a start-up sales and financial services company • Implemented a standardized monthly sales program for the sales team to drive key sales initiatives, one of which resulted in a 5% increase in invested assets• Created and implemented a pilot group to focus on outbound sales leads and successfully met a $10 million new asset goal for the first quarter• Partnered with the leader of business development to identify opportunities to capitalize on leads from new channels, develop the process and report on results• Led project to develop an in-house client database and an automated client online account opening tool, resulting in increased flexibility and efficiencies• Provided interim sales leadership for a team of 18 financial advisors over an eight month period

• Led the overall operational performance of five departments in the back office of a broker/dealer. Accountable for a team of 50 team members.• Provided leadership and mentoring to the department managers resulting in increased department performances• Recognized and implemented process improvements, creating efficiencies which resulted in a 20% reduction in staff• Responsible for billing and receipt of $8m in annual revenue from custodial fee invoicing • Implemented a lockbox repository for receipt of annual IRA fee payments, reducing the staff needed to handle payments and shortening the time to post to the client account • Implemented straight through processing of IRA distribution and contribution requests, resulting in cost savings from reduced manual entry and elimination of processing errors

Ba, Organizational Leadership, With Honors

Certificate, Professional Coach