Lori Eshbach Comanich Email & Phone Number

Baytown, Texas, United States

Baytown, Texas, United States

Houston, Texas

Houston, Texas

Houston, Texas Area

Apply skillful level of organizational, creative-problem solving and analytical skills in order to orchestrate retail sales management's initiatives with a focus on improved efficiencies and results. Through collaboration with colleagues, successfully maintain projects with ongoing continuous improvement focus. Ongoing oversight of multiple work streams in an effort meet or exceed deadlines.

Houston, Texas

Primary contract contact for financial intermediaries, legal and sales personnel in the support of Invesco business strategy. Perform analysis, make recommendations and summarize findings. Highly involved with marketing support and service agreements in support of Retail Marketing, National Accounts, Institutional Business Development and Legal.

Facilitator of an external practice acquisition, which includes a broker dealer change. Mediate communication on behalf of the current franchise owner while supporting requirements of the seller. Continue to enhance client confidence and trust, while also addressing compliance and fee reconciliation methods.; EXTERNAL PRACTICE ACQUISITIONPrepared book of business analysis and due diligence reports in order to facilitate the sale of the practice.Consistently exceed business transition milestones related to number of client meetings and assets transitioned. On track to achieve goal of 90% asset transition in the first six months. Maintain client confidence during turbulent market conditions and movement of accounts to the new broker dealer.Mapping assets from the investment platforms in order to maintain clients' confidence and long-term investment goals while repositioning with the new broker dealer.Assessing advisory structure and developing strategy for generating recurring revenue and fees from existing clients under the new franchise owner's guidelines.

Provided comprehensive management and marketing services to Eshbach Retirement Planning, an $85 million+ advisory, wealth, and tax practice. DIRECTOR OF MARKETING & OPERATIONS Led successful marketing and operations management for a top producing financial planning organization. Interfaced directly with investment advisory firm in a consulting capacity to develop and grow business relationships. Provided comprehensive account reviews and recommended sound estate and tax planning investment strategies. Oversaw product selection, compliance, income tax preparation, and asset retention. Manage three direct reports including two MBA educated, security licensed client service coordinators and one administrative assistant.

Championed field support management program that was successfully expanded within 18 months of creation to serve additional departments throughout the organization.Increased productivity and activity accountability for wholesalers by 25%, markedly improving overall communication and effectiveness of the division.Led new projects including internal exchange programs, focus firm initiatives, 'MindSpace' development, and partner workshops.Brainstormed to generate unique marketing initiatives on behalf of wholesalers and business development executives; programs met with tremendous success.Spearheaded new approach to sales desk training that allowed internal wholesalers to facilitate meetings in an innovative way, thus differentiating AIM from the competition.

Managed relationships with up to ten large financial institutions/insurance companies, representing total product assets in excess of $2 billion. Coordinated launch of proprietary and non-proprietary variable annuity products, oversaw selling agreements, and led marketing materials development. Collaborated with client firm's legal, fund management, and marketing staff to achieve targeted relationship goals. Arranged meetings with sales, fund management, and marketing at home offices of client firms; developed and maintained strong relationships with these groups.Successfully coordinated the implementation of business strategies between client firm's sales divisions and AIM's marketing staff. Received fast track promotion from Key Account Coordinator to Senior Relationship Manager, VP within two years, based on outstanding performance, drive and initiative.Served as a trusted liaison between retail key accounts and broker dealer firms.

Consistently met and exceeded targeted quotas and revenue goals, earning multiple recognitions for achievement.

Education record

Bachelor, Business Administration; Business Management

LEADING ADVISOR PROGRAM, Genworth Financial, Business Optimization Strategies WEALTH AND BALANCE PROGRAM, TruQuest, Top Producer.

Education record