Samuel Clifford Email and Phone Number
Samuel Clifford work email
- Valid
- Valid
- Valid
- Valid
Samuel Clifford personal email
Samuel Clifford phone numbers
Transformative and analytical Executive in wealth management and financial services with deep expertise in lean business methodologies, technology implementation, and investment markets, driving complex, industry-leading enterprise strategies to outpace competition and achieve multimillion-dollar results with lasting impact. Build clearly articulated organizational blueprints for wealth management startups and venture capital opportunities, translating business priorities into actionable strategies with repeatable and scalable processes in a typically unstructured industry. Integrate strategic direction in technical business management with lean six sigma black belt efficiencies to grow well-functioning capital enterprise with enhanced performance metrics, expanding sales channels and leveraging continuous improvements to maximize profitability. Establish people-first work culture in servant leadership model dedicated to performance excellence and client service, cultivating dynamic teams of thought leaders to align enterprise goals, boost staff engagement, and advance thriving enterprise longevity. I have worked with many leaders in several countries solving very complex operational problems and delivering strategic solutions … no matter the culture, race, or nationality, I have found that these following traits lead to my success:- I drive organizations to a shared vision … slice big problems into simple steps- I seek out complex problems … complacency bores me- I tend to see what other people do not … and ask tough questions- I always do what is right … not what is easy- I believe (business) physics always wins … numbers never lie- I do not seek credit … I just want to win- I surround myself with people who fill my gaps- I have crazy ideas … and make them realSpecialties: Operational management, strategic planning, goal-oriented execution, tactical planning, process improvement, leadership, data analytics, organizational behavior.
-
Chief Technology OfficerStansberry Asset Management Jun 2021 - PresentNew York, Ny, Us
-
Chief Business Development OfficerStansberry Asset Management Jun 2021 - Aug 2022New York, Ny, Us
-
Board Of AdvisorsMarkets Eq Oct 2023 - PresentNew York, New York, Us -
Board Of AdvisorsInnovayte Nov 2023 - PresentDallas, Texas, Us -
Chief Operating OfficerMsmf Wealth Management Jun 2015 - Jun 2021St. Louis , Mo, UsRecruited 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. -
Chief Investment & Operations OfficerHolistic Wealth Advisors Sep 2013 - Jun 2016Launched 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. -
Operations Manager - Energy EngineeringGe Energy Sep 2009 - Sep 2013Schenectady, Ny, UsLed 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. -
Manager Customer Fulfillment - Energy EngineeringGe Energy Mar 2007 - Sep 2009Schenectady, Ny, UsManaged 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.
-
Technical Leader - Requisition & Customer ManagementGe Energy Jan 2005 - Mar 2007Schenectady, Ny, Us
-
Black Belt (Six Sigma) - Cost Of QualityGe Energy May 2003 - Jan 2005Schenectady, Ny, Us
-
Design Engineer - Steam TurbinesGe Energy Jan 2001 - May 2003Schenectady, Ny, Us
-
Turbine Durability Engineer - Military Aircraft EnginesPratt & Whitney Jan 1997 - Jun 2000East Hartford, Ct, Us
Samuel Clifford Skills
Samuel Clifford Education Details
-
Mit Sloan School Of ManagementTechnology -
Rpi Lally School Of ManagementManagement & Finance
-
Rensselaer Polytechnic InstituteAeronautical Engineering
Frequently Asked Questions about Samuel Clifford
What company does Samuel Clifford work for?
Samuel Clifford works for Stansberry Asset Management
What is Samuel Clifford's role at the current company?
Samuel Clifford's current role is Chief Technology Officer at Stansberry Asset Management.
What is Samuel Clifford's email address?
Samuel Clifford's email address is sc****@****.rr.com
What is Samuel Clifford's direct phone number?
Samuel Clifford's direct phone number is +151828*****
What schools did Samuel Clifford attend?
Samuel Clifford attended Mit Sloan School Of Management, Rpi Lally School Of Management, Rensselaer Polytechnic Institute.
What are some of Samuel Clifford's interests?
Samuel Clifford has interest in Football, Aviation, Coaching, Operations Management, Outdoor Activities, Tae Kwon Do, Baseball, Stock Market, Golf, Strategic Business Analysis.
What skills is Samuel Clifford known for?
Samuel Clifford has skills like Strategic Planning, Operations Management, Business Development, Strategy, Program Management, Project Management, Engineering, Energy, Continuous Improvement, Six Sigma, Turbines, Power Plants.
Free Chrome Extension
Find emails, phones & company data instantly
Aero Online
Your AI prospecting assistant
Select data to include:
0 records × $0.02 per record
Download 750 million emails and 100 million phone numbers
Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.
Start your free trial