Dynamic leader recognized as the go-to person to deliver results driving complex initiatives that involve numerous stakeholders and demanding constituents. Expert at building high performance teams and navigating large, complex organizations and developing a common vision from competing priorities. Outstanding business and technical acumen. Exceptional leader, manager, change agent, collaborator, communicator and presenter. Extensive experience leading large, geographically disbursed teams of business and technical professionals in support of securities, banking and fiduciary businesses. Track record of strong results and success in turning around under-performing projects and business units. P&L management of budgets over $20 million including operations, technology, financial planning, project management, business analysis and sales. Demonstrated success driving results while also controlling risk in changing regulatory environments. Developed and implemented data-driven service effectiveness strategies, including enterprise sales and service processes, incentive plans, tracking, business intelligence, contact management and operational effectiveness. Expert in leadership of comprehensive program implementations with a track record of success integrating sales, service and compliance processes. Leadership experience includes sales, call center, operations, training, coaching, communication, client relationship management (CRM), anti-money laundering (AML) and know your client (KYC).Specialties: CRM Client Relationship Management - Technology Program Management - Sales Leadership - Sales Training - Change Management - Sales Process Management - Health Insurance - ACA Affordable Care Act - Covered California - Securities Brokerage - Asset Management - Wealth Management - Series 7 - Series 24 - Series 8 (Series 9/10 equivalent)