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.

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.

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.

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.
• 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.

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.

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.

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.

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