ASLAN is a global sales consulting and training firm which has helped internationally recognized brands for 25+ years. ASLAN recognizes that each partner is unique with unique needs for prospecting, selling, relationship management, and customer success. As a result, ASLAN offers customized, sales training, and sales leadership development programs to improve overall performance.

A market-leading consulting firm, Corporate Visions helps sales leaders within Fortune 500 companies develop the skills necessary to resonate with C-Suite executives by linking solutions to the outcomes that executives truly care about and elevating the value brought to executive conversations.

Founder and Executive leader of this firm focused on developing and implementing business innovation and executing growth strategies for emerging, growth and established companies generating revenues of $1M+.Key Achievements:• Produced 250K and $3MM in annual revenue by launching a Health Care Savings Account (HSA) adding 250K HSA (1%) accounts in year 1.• Generated $8MM in additional revenue (10% increase) as a result of restructuring debit network payment switch.• Restructured and implemented a 100-person financial advisor network which included a sales leadership team to develop more efficient sales coverage, increasing sales effectiveness.

The retail brokerage business unit of Wells Fargo generating over $9B in revenue.Led retail brokerage business unit of 300 employees. Directed all aspects of the unit responsible for managing over $15B in client assets. Full P&L responsibility for generating $170MM annually in revenues.Key Achievements:• Generated annual increase of 35K new accounts through the development and deployment of a new client acquisition strategy.• Increased Financial Advisors production by 30% by building an automated tool to “prescribe” investments for clients, ensuring client investment objectives were consistently achieved in 100% of client interactions.• Created and approved investment menu covering 95% of client investment objectives.Senior Vice President & Chief Operating Officer (Direct Reports 10, Indirect 150) 2011-2015Led the development and organizational build out for the new retail brokerage business unit. Hired, licensed, trained and deployed a dedicated team of 200 financial advisors to sell and service the mass market client segment.Key Achievements:• New unit generated incremental revenue of $10MM in year 1 and business grew to $15B in assets.• Transformed servicing business unit into revenue generating business by defining a totally different business strategy, implementing new systems & processes, and hiring an entire new organization• Reduced client attrition by 50% though the implementation of a client focused group and analysis of client exit surveys-the key was building client engagement.• Increased client satisfaction scores by 70% & reduced compliance violations by 15% by building infrastructure including procedures, processes, and supporting technology.

Senior Vice President: Strategic Planning (Direct Reports 6, Indirect 10)Leadership role in strategic planning and managed an internal consulting team including building a strategy & business case to repurpose existing client service center to create an advisory business unit.Key Achievements:• Developed a $2B revenue improvement plan for retail brokerage business by outlining “step change” business development and functional improvements.• Created and deployed innovation incubator to assess and redefine value chain for advisory services.• Delivered successful business case to create new revenue business unit through the repurposing existing client service center to create an advisory business unit.

Founded consulting firm focused on developing and implementing growth strategies. Built client base generating $700K in annual revenue.

Re-entered Payroll Processing business integrating technology acquisition to create a $20MM unit.Spearheaded Wells Fargo’s re-entry into Payroll Processing business including integrating technology acquisition to create a $20MM unit.Key Achievements:• Built out entire new sales & marketing organization including the recruitment, training, and deployment of a 150-person sales team to sell payroll services.• Generated $14MM in recurring revenue in year 1.• Acquired 7500 new small and large business customers (125% of plan) through the development and deployment of new sales, marketing, and channel management strategy.

WELLS FARGO MERCHANT SERVICES Walnut Creek, CA 2001-2004Seeking opportunities to grow their processing portfolio through acquisition.Led strategic planning, business development, and the merger & acquisition teams responsible for doubling the payment processing portfolio for this unit.Key Achievements:• Successfully acquired portfolio of $20B in process volume and integrated acquisition into existing portfolio within 1 year.• New portfolio generated $100MM in additional revenue.• Generated a 17% increase in annual sales results by restructuring and refocusing 300-person sales team to increase productivity.• Generated $75MM in incremental processing revenue from strategic use of data in newly created portfolio optimization function.

Launch of Venture Capital backed Internet Company.Built and led a buy-out team to secure a venture capital firm and take the business unit private.Key Achievements:• Raised $30MM in venture capital funding to form Internet based bureau for online banking software.• Generated $6M in annual revenue by creating a 30-person professional services team to provide consulting and custom system development around firm’s processing platform. • Grew business 252% in 3 years and sold the business for $36MM.

Largest Payment Processing company in US with revenues of $5BLed strategic planning, business development, and merger & acquisition teams across 17 business unitsKey Achievements:• Divestiture of MoneyGram, payments company for $300MM• Generated 15% increase in payment processing volume by launching first internet-based merchant payment processing platform• Launched first ever Electronic Bill Payment company by creating a joint venture with Microsoft to create MSFDC