Senior Vice President, Advisor Services At First Command Financial Services, Inc.
Current• Supervise 70+ employees and contractors across 4 departments, consistently exceeding goals.• Allocate and manage $19M budget towards software, operations, innovation, and talent acquisition.• Develop new department and onboard 100+ new financial advisors to align with clients evolving demands. • Initiate, create, and implement $100,000 budget allocated to fund evidence-based methodology management and support innovation initiatives.• Modernize training program by enhancing training process and improving next generation strategies, resulting in 30% cost reductions.• Optimize project management protocols by implementing agile methodology, impacting 100+ projects annually.• Support cross functional channels by optimizing business logistics, implementing talent management, and improving efficiency, reducing expenses by 30%.
