Samuel Clifford Email & Phone Number

New York, Ny, Us

New York, Ny, Us

New York, New York, Us

Dallas, Texas, Us

St. Louis , Mo, Us

Recruited to lead wealth management enterprise, driving sustainable growth while producing strong annualized revenue. Manage 40 direct reports representing 100+ financial advisors, CPAs, and small businesses, converting strategic initiatives into tactical plans and implementing long-range planning to align enterprise as industry leader. Restructured organization into multiple entity LLCs, managing individual P&Ls in concentrated focus areas to leverage business operations for internal asset management platform, wealth management firm, and employee benefits arm. Oversee and track revenues, commissions, expenses, and budgets and generate quarterly and annual reports to communicate with executive leadership, evaluating analytics and data-driven performance metrics to enhance decision-making, monetize acquisitions, and determine long-term strategic direction. Serve as co-founder and advisor on investment board committee in creation and management of portfolios within $300M+ investment platform to expand sales channels. Institute six sigma practices for continuous process improvements, effective communications, streamlined technology solutions, and companywide resources to benchmark consumer demand with enterprise capacity, optimizing allocations to prevent workflow disruptions. Model servant leadership in workplace environment, building collaborative teams across organizations and creating culture of empowerment and accountability to inspire career advancement to develop future leaders within values-driven organizational philosophy. ● Lead financial advisor acquisitions and created organizational framework for onboarding newly acquired companies, developing and implementing structural processes to accommodate rapid enterprise growth and deliver immediate value. ● Implemented lean operational processes to hit annual budget targets within 2% margin for 5 consecutive years.● Doubled organization size through intelligent recruiting and development of acquired talent.

Launched and developed startup wealth management firm to grow enterprise by 700% and assets under management (AUM) by 400% within 3 years of assuming leadership, implementing people-first strategies, companywide SOPs, organizational structures, operational efficiencies, and overall scalable business strategies. Designed proprietary revenue prediction models to drive growth strategies, expand sales channels, and quality targets. Developed and mentored brokers in business functions to bolster overall business efforts and restructured product offerings to lower costs to clients while increasing firm profitability. Provided strategic oversight in HR initiatives, day-to-day operations, sales pipelines, and workflows, and invested in new technologies to boost productivity. Implemented people-first organizational and collaborative team culture, facilitating weekly leadership meetings for effective communications and employee management skills to foster comprehensive high-performance workplace environment. ● Pioneered operational structures, six sigma quality practices, and continuous process improvements to drive revenue increase of +70%, client growth of +35%, overall profitability increase of 32%, and 99.5% client retention within first year. o Developed operational metrics system to guide critical decision-making and created cutting-edge processes in workflow management of consumer demand to match enterprise capacity with marketplace appetite. ● Mentored #1 female broker nationwide in business development, previously ranked at #675 out of 1600 within broker dealer firm, providing critical operational and business functions to support broker value propositioning and client relationships.

Schenectady, Ny, Us

Led global operations strategies and directives for 700+ worldwide engineers across 8 countries in fulfillment of global power plants, managing $250M budget and 27 direct reports in operational consistencies, policies, and processes to advance multibillion-dollar sales projections. Provided strategic oversight and hands-on program management across fulfillment functions and managed plant sales, development, engineering, and construction in quality standards, performance metrics, analytics, and execution of business strategy to drive efficiencies for startup of plant operations. Spearheaded teams in complex logistical operations problems to provide optimized lean six sigma solutions and process improvements, resulting in exceptional design quality, cycle reduction, productivity, and collaboration technologies to outpace competition and produce hundreds of millions of dollars in cost savings. ● Led 14-month initiative directing 700+ employees in multiple countries to restructure underperforming engineering segment in transformational turnaround, eliminating 100% of production backlog of 1,600+ items by implementing operational rigors, restructuring supply chain, and optimizing capacity workflows and performance metrics, outpacing production of 13 sister engineering divisions. ● Tapped for enterprise leadership succession, participating in executive development program and earning management and operations certification from MIT.

Schenectady, Ny, Us

Managed team of 27 direct reports in direct consumer interface for designing and delivering power plant purchases. Developed tenured relationships with top-tier customers in long-cycle projects, overseeing complex details, logistics, and project scheduling to deliver on-time. Served as critical counterpoint between engineering and customers during end-to-end requisition design phase, kicking off project and defining key targets, optimizing scheduling, budget tracking, facilitating client meetings and support services, coordinating design teams, and ensuring technical and contractual compliance. Provided technical solutions for design integration challenges with steam turbine system into overall power plant design. ● Collaborated with team of engineers to research new technology and implement real-time data measurement systems to develop blueprint for power plant cycle startup, cutting equipment startup time from 90 minutes to 30 minutes, saving millions of dollars in annual cost savings. Rolled program out to entire fleet.● Converted underperforming division with low operational metrics and poor response times, transforming responsiveness from 17 days to 2 days and reducing backlog to zero, implementing people-oriented process tools to elevate team and resulting in improved client retention.

Schenectady, Ny, Us

Schenectady, Ny, Us

Schenectady, Ny, Us

East Hartford, Ct, Us

Advanced Executive Certificate, Management, Innovation, Technology

Ms, Management & Finance

Bs, Aeronautical Engineering