Sandra Mccarthy Email & Phone Number

- Partner with all team members to develop personalized growth plans including credentialization, time management, process and systems, and speaking engagements. - Build projections for 5 year growth in revenue and personnel.- Responsible for hiring and training. - Oversee and continual improvement of our client experience.- Identify strategies for continual improvement and growth of the office's financials.

Milwaukee, Wi, Us

- Provided consultation and support to tenured Financial Advisors and their teams.- Analyzed past growth and pain points of Advisor's business to build future projections of revenue and business development.- Participated in the development of new advisors and interns.- Lead Women's initiatives of the office.

Milwaukee, Wi, Us

Milwaukee, Wi, Us

• Coach a team Financial Representatives and their staff to facilitate new relationships withclients without current representatives • Define criteria to be a member of the Client Relations team and communicate probation or exitstrategies when necessary • Analyze representative’s production numbers based on product lines, education, bestpractices, and desired goals and awards• Generate yearly production goals and budget • Develop activity plans to drive revenue while accounting for different fee flows andrepresentative’s years of experience and knowledge • Facilitate accountability meetings to discover progression, areas of improvement, and efficiencies • Increased revenue by 91% over past 2 years • Develop quarterly training sessions based on needs revealed through accountability meetings• Strategize marketing campaigns and incentives to increase product sales• Partner with representatives to evaluate and reiterate beliefs and motivation

•Trained new Financial Representatives on software, processes, and products • Coached towards best practices to uphold NM and FINRA standards• Maintained 20+ books of business • Prepared cases • Organized databases • Serviced clients

Bachelor Of Business Administration (Bba), Finance, General

Chemical Engineering