This division is one of seven in the US responsible for distribution of financial products to over 8500 financial advisors through banks and wirehouse channels through Morgan Stanley, Wells Fargo, Edward Jones, LPL and other key relationships. Managed 17 Regional Sales Vice Presidents in Northeast US. Worked with national leadership and national account executives to implement strategic market campaigns to complement each firm’s goals.

Managing Partner – Chicago/Western General OfficePromoted to Managing Partner for New York Life in 2003Managed a General Office and developed it into one of the top offices in advisor production with double digit growth in premium and life sales while continuing to assist clients in advanced retirement planning and wealth management strategies.2010 National Trophy Winner for New Advisor Growth and Retention. Office ranked in the top 30 overall in company out of 116 offices. Recipient of West Central Zone top award for Client, Manager and Partner Development and Hiring. Focused on teaching advanced financial strategies, team building, mentoring, and management development. Managed over 200 financial advisors over this 3 year period. Conducted educational and seminar workshops for clients, advisors and managers. On a daily basis, mentored and coached clients, financial advisors, sales managers.

2006-2008: Executive Vice President South Central Promoted to EVP in charge of client relationships, hiring, retention, and life/mutual funds/annuity sales and investments for 33 of 120 NYL general offices. Key responsibilities: General office growth and development of 33 managing partners and 115 sales manager/partners, 2700 agents, and a staff of over 450 people.Zone Award of Excellence award winner, company’s most prestigious award, two consecutive years: first time in NYL 162 year history. Focused on team building and hiring of outside and internal candidates for sales managers/partner and financial advisors positions. Worked with managing partners and sales managers to increase productivity and performance. # 1 in percentage of partners achieving production plan numbers.

2003-2006: Managing Partner - South Texas General Office2001-2003: Partner - Kansas City General OfficePromoted to Managing Partner for New York Life in 2003. Took over office that was ranked 117 of 120 offices in overall production. Over a 3 year period, moved it into the 63rd place.Only office out of 120 in the US to maintain a 3.0 GPA (Growth, Profitability, and Accountability Rating) over a 3 year period. Outstanding Partner development: Recipient of West Central Zone top award for Manager/Partner Development and hiring. Increased investment premium to seven figures. Hired 58 new agents and 4 new sales managers/ partners in 3 years and doubled the office in size.2001-2003: Partner - Kansas City General OfficeDirect appointment to partner/manager. Personally contracted 42 people in 27 months; appointed 24 to full time status, retained 21 at promotion. 7 Council qualifiers were produced. Top 5 Sales Manager West Central Zone and Top 25 Sales Manager in New York Life. Numerous national awards and recognition for recruiting, team building and advisor development.