Steve Cochran Email & Phone Number

Toledo, OH, US

Full service financial services firm providing insurance, securities, and investments for business owners, individuals, and groups.

Sylvania, OH

• Taproot Foundation leverages the time and talents of the business community to provide nonprofits with free, professional services, and ensure that they have the resources they need to thrive in areas such as.
• Serves as primary point of contact with Inner Voice (a Chicago-based nonprofit helping eliminate homelessness), and the day-to-day leader of the 5-person marketing and creative services Taproot team.
• Owns the 6-month project schedule, ensures effective task delegation to both team and client members, and coordinates regular communications.
• Named Consultant Team of the Month, March 2009.

• Responsible for project initiatives under "New Product Support and/or Process Improvement" for the North American Business Development Group.Provided project management leadership for numerous national projects. Some.
• Implemented new lending program for Private Wealth Management, requiring integration and coordination of over 20 people from several departments into one cross-functional work team,
• Analyzed and assessed existing North American Operations branches to identify and resolve inefficiencies and inconsistencies with an end result to deliver more economical levels of client service and to create uniform.
• Designed and documented multiple specific business process designs and operational work flows, on national and international levels, to recommend process improvements and new practices to improve efficiency, reduce.

• Supervised staff of 6 full time employees: created cross training programs, managed all workflow, acted as liaison between staff and upper management, and collaborated with external business units
• Developed and presented training programs for various Operations branches such as San Francisco and New York

• Became subject matter expert on several Morgan Stanley functions such as document processing, new account processing, and fee billing system
• Chosen as 1 of 3 people firm-wide to conduct compliance-mandated audit and clean up of all national accounts on the Fee Billing System, saving the company several hundred thousand dollars and protecting the firm from.
• Managed all workflow for staff of 6 full-time employees, responsible for training them on systems such as fee billing and account opening systems

• Created Excel-based forms to replace hand-written forms, reducing calculation errors by almost 100% while improving efficiency and creating a more professional output.
• Designed and maintained Access-based databases and reporting for a variety of functions to support Private Wealth Management Operations.
• Hired as full time employee after working in the department as a temporary worker.

• Taught two sections of up to 25 students each, of “Introduction to Logic” to university undergraduates. Developed syllabus, lesson plans, and exams.
• Taught three sections of up to 35 students each, of “Introduction to Critical Reasoning” to university undergraduates. Developed syllabus, lesson plans, and exams.

Mba, Concentrations In Management & Strategy, Marketing, And Nonprofit Management

Earned MBA while working full time

Ma, Philosphy

Concentration in Logic and Critical Reasoning

Ba, Economics, Philosophy

Education record