Wayne Thorp, Cfa Email & Phone Number

United States

Chicago, Illinois, Us

Direct and oversee investment strategy and product development for non-profit company serving 21,000 premium subscribers and guiding 150,000 retail investor members toward enhanced investment decisions and financial success. Utilize deep understanding and keen interest in individual investor goals to customize research and investment tools to user needs.• I leverage my unparalleled experience in product development, innovation, and business growth to oversee 65% of revenue within a nonprofit entity, providing education on stock market portfolios, financial planning, and retirement accounts. • Dedicated to delivering unparalleled education and investment models, I create innovative solutions and success-driving customized research for 21,000 subscribers and 150,000 retail investors.• Demonstrated my ability to drive incremental revenue, contributing millions by initiating an online investment analysis service and a 35% growth in net revenue with a +30% boost in premium subscribers, resulting from deploying two new premium products.• Highly commended for exceeding established KPIs, including outperforming the market benchmark by over 1,000 bps the first year and boosting NPS over 30 points by integrating a new data-gathering tracking system. • Recognizing the power of superior customer service, I increased membership participation by 40% despite the ravages of the pandemic. I led a customer retention uptick of over 20% by implementing an in-depth consumer feedback process and employing knowledge gained to lead improvements and build competitive offerings.

Chicago, Illinois, Us

Play pivotal role in formulation and execution of corporate strategy, working closely top executives, senior leadership and board of directors to devise strategies for departments that enhance both immediate and future revenue. Spearhead development and execution of practical plans aimed at realizing long-term vision, selecting and prioritizing projects on quarterly basis.• I spearheaded numerous operating improvements, bargained expertly, removed obstacles to success, analyzed costs, practiced prudent spending, and faced complex challenges with enthusiasm and creativity. Committing to consistently practicing these techniques resulted in overcoming a multimillion-dollar operating deficit, negotiating a 40% reduction in data costs, and saving over a million in costs over four years.• I advocated for following the Entrepreneurial Operating System (EOS) to clearly define and align employees with company’s vision. Emphasized use of real, objective data to manage business and make informed decisions, setting clear priorities and tracking progress effectively to improve efficiency and profitability.• I negotiated with an industry-leading vendor to secure a new data contract that reduced data costs 40% and save $500K over next 4 years, achieving high-impact cost savings while improving quality of financial data.

Chicago, Illinois, Us

Specialize in quantitative fundamental stock analysis and apply extensive knowledge across wide range of stock selection strategies to enhance value, growth, and momentum investing approaches. Write client communications to articulate insights on stock analysis, selection processes, and development of new methodologies. Oversee and mentor team of analysts and research interns. • Capitalizing on prior experience in financial and investment analysis, I authored diverse quantitative stock selection strategies, paired with comprehensive solutions, and provided them to retail investors.• Understanding that involved employees are crucial to company success, I fostered a 30% boost in staff engagement aided by insights gleaned from satisfaction surveys, creative discovery of the distinct motivations of associates, individualized supervision, and roles tailored to best match employee and company needs.

Chicago, Illinois, Us

Computerized Investing

Chicago, Illinois, Us

Chicago, Illinois, Us