Mike Lyons, Aif® Email & Phone Number

Thornton, Co, Us

Denver Metropolitan Area

As a Sales Director I am responsible for proactively developing new advisor relationships and expanding on existing ones to promote Newport's many retirement services and products. I help advisors who are new to the retirement plan space get the knowledge and tools to be successful from the beginning and help specialists become more efficient and profitable with their practices. I am responsible for the entire sales cycle from proposal to close including replying to RFP requests, providing… Show more As a Sales Director I am responsible for proactively developing new advisor relationships and expanding on existing ones to promote Newport's many retirement services and products. I help advisors who are new to the retirement plan space get the knowledge and tools to be successful from the beginning and help specialists become more efficient and profitable with their practices. I am responsible for the entire sales cycle from proposal to close including replying to RFP requests, providing virtual product demos, hosting web meetings and collecting onboarding documents. Show less

Greater Denver Area

In my role as a Retirement Plan Sales Consultant I was focused on helping Registered Investment Advisors maximize the services and products of the TD Ameritrade Retirement Plan Services (RPS) platform. I helped advisors who are new to the retirement plan space get the knowledge and tools to be successful from the beginning and helped specialists become more efficient and profitable with their practices.-Presidents Club winner 2016, 2017, 2019 and 2020 for exceeding annual sales… Show more In my role as a Retirement Plan Sales Consultant I was focused on helping Registered Investment Advisors maximize the services and products of the TD Ameritrade Retirement Plan Services (RPS) platform. I helped advisors who are new to the retirement plan space get the knowledge and tools to be successful from the beginning and helped specialists become more efficient and profitable with their practices.-Presidents Club winner 2016, 2017, 2019 and 2020 for exceeding annual sales goals.-Managed a large territory with 400+ advisors and supported 2 external Sales VPs.-Assisted advisors in closing sales over the phone, via WebEx presentations and in person at finals meetings.- I am experienced with complex retirement plan designs and am a subject matter expert on alternative assets such as Self-directed Brokerage Accounts, Annuity and Life Insurance Contracts, Collective Investment Funds, Stable Value Funds and Unitized Managed Accounts. Show less

Greater Denver Area

Senior Client Relationship Manger responsible for 5 Premier level TPAs and advisors. • $2.2 Billion in AUM.• Managed 750 individual plans, including 401(k), 403(b) and pension plans..• Increased Standard CSI scores from 72 to 93+ in 16 months . • Served as Revenue Sharing and Equity trading subject matter expert for other RM’s in the department. • Received a Pursuit of Excellence award for Client Focus and Advocacy. • Implemented new participant count collection… Show more Senior Client Relationship Manger responsible for 5 Premier level TPAs and advisors. • $2.2 Billion in AUM.• Managed 750 individual plans, including 401(k), 403(b) and pension plans..• Increased Standard CSI scores from 72 to 93+ in 16 months . • Served as Revenue Sharing and Equity trading subject matter expert for other RM’s in the department. • Received a Pursuit of Excellence award for Client Focus and Advocacy. • Implemented new participant count collection procedure using clients RKS systems. Show less

Greater Denver Area

Administered over 110 Mutual Fund Families, including maintenance of trading parameters and information systems for internal and external clients in the Institutional and RIA business.• Utilized SuRPAS, Securities Data Management and Powerbase software to ensure accurate and timely processing of client requests and updates.• Collaborated with Fund Relationship Managers to maintain accuracy of fund attributes, including 12B-1 and Shareholder Service fee revenue, minimum purchase… Show more Administered over 110 Mutual Fund Families, including maintenance of trading parameters and information systems for internal and external clients in the Institutional and RIA business.• Utilized SuRPAS, Securities Data Management and Powerbase software to ensure accurate and timely processing of client requests and updates.• Collaborated with Fund Relationship Managers to maintain accuracy of fund attributes, including 12B-1 and Shareholder Service fee revenue, minimum purchase amounts and STRF/CDSC fee parameters.• Operated as the primary fund administrator for late night DCC&S trading, parameter requests and updates.• Maintained an accuracy rate of 99.55% while performing an average of 3,200+ parameter changes and updates per month.• Proficient with organizing different departments in the execution of complex systems updates and changes such as NASDAQ Ticker changes, CUSIP and fund number updates and market closures. Show less

Greater Denver Area

Originated, processed and closed residential and commercial loans with third party lenders and in house credit portfolios.Generated average of $20,000 in revenue for company per month.Closed $6 Million in loan volume in 11 months.Proficient with all Microsoft applications, Calyx Point, Excel, DU, LP, Assetwise and all major Automated Underwriting systems.Created and managed log home marketing and construction to permanent program, resulting in the creation of 4… Show more Originated, processed and closed residential and commercial loans with third party lenders and in house credit portfolios.Generated average of $20,000 in revenue for company per month.Closed $6 Million in loan volume in 11 months.Proficient with all Microsoft applications, Calyx Point, Excel, DU, LP, Assetwise and all major Automated Underwriting systems.Created and managed log home marketing and construction to permanent program, resulting in the creation of 4 profitable relationships with major builders.Processed own loans, including insurance, title, legal, closing and funding conditions.Serviced all lead sources, telephone, trigger, live transfer and internet. Show less

Originated and closed self generated residential mortgage loans through direct marketing, telephone sales, realtor contacts, property managers, RIAs, events and business contacts.Closed over $3 Million in loan volume in 5 months.Lead coordinator for event marketing, including scheduling, promotions, lead division and customer follow through. Involved in every aspect of lending process including, processing, title and insurance work, and closing and funding.Worked directly… Show more Originated and closed self generated residential mortgage loans through direct marketing, telephone sales, realtor contacts, property managers, RIAs, events and business contacts.Closed over $3 Million in loan volume in 5 months.Lead coordinator for event marketing, including scheduling, promotions, lead division and customer follow through. Involved in every aspect of lending process including, processing, title and insurance work, and closing and funding.Worked directly with real estate division to implement first time home buyer program and rent to own initiative. Show less

Boulder, Co

Managed all operations for a 70 car branch including marketing plans, scheduling, fleet management, profitability reports, staff management and corporate account acquisitions. Consistently ranked in the top 15% of the company performance matrix.Enhanced branch fleet size from 23 cars to 61 cars in 5-month period.Increased branch profitability from $40 per car to $128 per car.Improved ancillary sales from $920 per month to $4950 per month.Served as Branch Corporate Account… Show more Managed all operations for a 70 car branch including marketing plans, scheduling, fleet management, profitability reports, staff management and corporate account acquisitions. Consistently ranked in the top 15% of the company performance matrix.Enhanced branch fleet size from 23 cars to 61 cars in 5-month period.Increased branch profitability from $40 per car to $128 per car.Improved ancillary sales from $920 per month to $4950 per month.Served as Branch Corporate Account Manager, which resulted in an increase of corporate revenue from $13,000 to $52,000 per year. Show less

B.S, Architecture

Activities and Societies: Phi Kappa Tau Studied all aspects of architectural design including architectural engineering, project finance.

M.S, Strategic Business Management

Studies include Finance, Management, Operations, and Human Capital Development

General, General Studies

Activities and Societies: Football, wrestling General Studies