Senior Vice President & General Manager
Dallas-Fort Worth Metroplex
Successful leader across multiple business units and functional disciplines. Proven strategist and team-builder who embraced the big opportunities and challenges facing the firm. Known as a talented public speaker, motivator, and developer of results driven leadership talent.General ManagementLeader of Texas regional organization with 1,200 employees. Continuously improve organizational structures driving customer satisfactions, sales, and decreasing costs. Resided as co-leader of Texas region with 6,000 employees.• Consistently exceeded goals for customer satisfaction and sales• Navigated successful regional expansion from 3,000 to 6,000 employees• Achieved employee satisfaction of 93%• Recognized by Dallas Morning News as a top place to work in the Dallas/Ft. Worth Metroplex.Institutional SalesLeader of startup delivering retirement planning to 401k client base. Created institutional sales team to drive adoption of planning and guidance services. • Grew plan adoption to over 1,500 corporate clients• Improved 401k plan health by 20%• Improved sales by $150 million annuallyRetail SalesLaunched sales roles targeting needs of mass affluent customer base.• Improved lead flow by over 200%• Improved sales conversion rates by 20%• Increased sales by $200 million annuallySegmented Customer Service StrategiesLeader of national distribution channel aligned with Core customer segment. Designed and executed segmented service model designed to increase customer satisfaction and sales while decreasing costs. • Increased customer satisfaction by 10%• Increased sales by 30%• Decreased cost by $20 million annually Customer Service & OperationsRe-engineered customer problem resolution processes across 4 regional sites and 80 branch offices. National leader of phone service organization consisting 2,500 associates.• Improved customers satisfaction results by 18% to 90% top two box• Improved sales leads by over 150%