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Click here or scroll down to respond to this candidateCandidate's Name
PHONE NUMBER AVAILABLE EMAIL AVAILABLEGROWTH-ORIENTED CHIEF OPERATING OFFICERChief Operating Officer Chief Compliance Officer Executive Vice President Managing DirectorStrategic Planning Contract Negotiation Change Management Business Process Improvement Created Incentives Propelled Revenue Controlled Budgets Led Process ImprovementsImproved Positioning Increased Product Portfolios Doubled Profits Drove Volume GrowthWORK EXPERIENCEPersistent Capital Partners LLC; Nashville, TN 2015 - presentChief Operating OfficerPartnered with various firms and startups including UBS Americas, PlanRock Funds, Victory Capital Funds, Nissan USA, Sound Financial Group, and Hunter Capital Management.Enhancing strategic planning and account processes.Drove a 60% increase in revenue in 2 years for a registered investment client.Expanded a registered investment clients footprint from 1 to state to multiple states.Consulted in the areas of growth, operations, product development, and financial analysis.Obtained favorable terms assisting with M&A and contract negotiations.Created proprietary portfolios and investment products partnering with investment teams.Spearheaded the launch of executive and staff incentive plans.Led the development and lifecycle management of multi-asset managed portfolio product lines.Developed investment product positioning content.Advanced comprehensive and current compliance programs.Leveraged targeted insurance products to assist with estate planning, projects, and business insurance as well as charitable giving, as appropriate.Victory Capital; Brentwood, TN 2011 - 2015Investment Operations OfficerDelivered strong and comprehensive financials.Increased product offering from 3 funds to 21 mutual funds and ETFs.Secured more than double profits.Completed multiple large-scale acquisitions.Launched innovative new products.Accelerated continuous revenue growth.Modernized systems by upgrading firm technology.Boosted revenue and drove up profits.Provided clear leadership, strategic direction, and positive workflow to drive revenue growth.Advanced company goals by collaborating with the CIO, CEO, and BoD.Developed Investment Committee proposals for new investment products as well as for enhancements, extensions, and rationalization of existing products.Owned the development, and lifecycle management including enhancements, extension, and rationalization of our multi-asset managed portfolio product lines.Established incentive plans for each level of the organization.Guided investment product development and cross-functional launch efforts by spearheading the development of a product launch playbook.Leveraged extensive knowledge of product development, firm growth strategies, and operations success metrics to drive operational growth.Collaborated with global partners, including offshore entities for the firm's commodity holdings.Identified product innovation and existing product positioning opportunities based on industry trends, current market environment, and competitive advantages to meet customer needs.Championed the creation of a subsidiary organization and Board of Directors.Member of Board of Directors.PNC Bank; Houston, TX 1999 - 2011Chief Operation Officer, GWMDrove 50% volume growth and productivity improvements by implementing Lean and continuous improvement methodologies.Propelled the continued growth and expansion of BBVA's platform of Wealth Management products and services on a global basis.Commercialized existing BBVA products and services and spearheaded the creation of new products and services, with an emphasis on the HNW and UHNW markets.Guided the enhancement, extension, and rationalization of a multi-asset managed portfolio product lines including multi-asset income, target date, and risk-based strategiesEstablished annual performance and financial goals.Contributed operational elements to the global long-term strategic plan.Advanced company goals through collaborative efforts with the CIO, Legal, and CEO.Performed due diligence on all new and enhanced investment proposals.Played a pivotal role as a key member of the firm's Investment Policy and Strategy Committees.Supervised teams, handled multi-locations, and evaluated and coached teams.Recruited top talent for open positions.Formulated succession plans to retain team bench strength.Launched products, including alternatives.Completed acquisitions, accelerated revenue growth, and upgraded firm technology.EDUCATIONUniversity of Phoenix, Phoenix, AZMaster of Business Administration, Global ManagementHouston Baptist University, Houston, TXBachelor of Business Administration, Finance & ManagementVOLUNTEER WORKDomesticMentoring programs for teens and college age individuals on an ongoing basis.Donate time to work with community aid organizations for special projects and emergency relief efforts.InternationalCompassion and humanitarian trips annually to various regions of the world.Assisting in-country aid leaders with financial and business consultation.Performed physical toil (building, painting, medical assistance) as required and requested. |
