Jay Westfall Email & Phone Number

Cleveland/Akron, Ohio Area

• Lead project manager for ad hoc special projects delegated by CMO. Strong project management skills, including the ability to independently manage multiple projects, meet deliverable dates, prioritize and organize.
• Established new vendor selections that led to cost reduction and improved quality
• Responsible for accounting policy knowledge and decision making for marketing related expenses
• Provided management and oversight of all marketing and advertising related compliance for the organization. Performed a variety of routine and complex duties in administering internal and external agency and state audits
• Works directly with CMO to build out further framework for oversight, review and recordkeeping for all marketing and advertising capabilities
• Collaborated with cross-functional teams to ensure risk management across the organization

• Lead supervisory manager for over 200 financial advisors and 90 support staff in the Ohio Valley Market, a complex of retail branches that housed $23 billion in assets under management
• Demonstrated a strong and effective leadership style through clear communication and collaboration with others, making sound decisions with courage and conviction
• Strong analytical skills with the ability to identify trends, root cause and effects and implement improved processes to mitigate risk
• Successfully managed a $1.1 million annual discretionary budget and P&L
• Travelled to all regional offices with senior leadership to connect with employees, these visits helped develop a desirable place to work based on positive employee engagement survey results.
• Responsible for the management and development of the branch office support staff, including but not limited to, designing and conducting training, hiring and on-boarding staff and resource allocation for the complex.