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Click here or scroll down to respond to this candidateCandidate's Name
Street Address
EMAIL AVAILABLE PHONE NUMBER AVAILABLEHard working, goal oriented, leader with a proven track record in leading teams and developing team members. Acknowledged by peers and upper management as a strong leader with the ability to coach specific skills in the areas of sales, process, and organization.Marketing Manager Field EngagementAmeriprise Financial Services, LLC Remote Position, March 2023 September 2024Provide strategic direction to advisors and field leaders in order to drive growth measured by Target Market Client Acquisition, Net Flows, and Client Retention.Led Marketing Forum call where marketing resources are discussed with implementation strategies to assist with contact with clients and prospects.Created individual Marketing Plans for specific Advisors and Financial Institutions.Developed referral trainings for Financial Institutions.Assisted with creation of newsletters / monthly content for the field and field leaders which focused on new and existing marketing resources.Regional Sales ManagerAmeriprise Financial Services, LLC Remote position, January 2022 March 2023Responsible for engaging and coaching advisors in the area of client acquisition with emphasizes in Marketing On Demand, GoSocial, Client Contact, and establishing an effective follow up process.Featured on Regional Leader call (monthly) where I present a topic in Client Acquisition.Led Quarterly Region Power Hour where I worked with advisors and staff on specific processes and activities in Marketing, Events, and Client Acquisition.Increased YOY Growth in High Value Client Acquisition by 14.5%Held biweekly meetings with advisors.Served on Regional Marketing Committee with RDO and Regional Coordinator.Operations LeaderAmeriprise Financial Services, LLC Jacksonville, Daytona Beach, & Ocala, FL September 2016 January 2022Led a team of 12 operations team members. Manages activities that support business results, revenue growth, client experience, and efficiency in advisor practices. Oversees and leads EAR transitions to Ameriprise.2017 Chairmans Award Honoree2018 AAG Impact Award HonoreeOperations team consistently finishes year in the top 5 in region and top 25 in company for overall performance.Drives activities to increase advisor production in financial planning, net flows, and GDCRetail Branch ManagerWoodForest National Bank Jacksonville, FL October 2015 to September 2016Manage a team of 4 team members in the areas of operations, account acquisition, and cross selling. Responsible for leading team to profitability while keep expenses and charge off at the required level.Had Retail Banker promoted to Assistant Manager.YTD 14% account growth (corporate goal is 12% for the year).25% ahead of pace to hit profit goal for 2016.127% of loan application goal YTD.Have achieved 85% of business account goal YTD.Personal BankerSunTrust Bank Jacksonville, FL January 2015 to October 2015Responsible for acquisition, cross selling, and servicing current customers. Referred customers to partners (Business Banking, Mortgage, and Investments). Helped coach tellers and other bankers in sales and cross selling.Top referring banker in the branch.Top 10 banker in the city in value points (sales products).Assisted manager with meetings and acquisition strategy.Assisted teller manager with sales coaching of tellers.Store Manager IIIWells Fargo Bank Jacksonville, FL March 2009 to August 2014Managed staff of up to 16 which included Tellers, Lead Tellers, Personal Bankers, and Licensed Bankers. Responsible for operations, sales productivity, and account growth.Developed new bankers in the areas of loans, partner referrals, profiling, and sales.Consistently among the district leaders in credit sales.2012 Finance Captain for Tri-County District, responsible for overtime budget and fee income thresholds.2013 IES Captain for Tri-County District, responsible for coaching managers on specific skills. around financial priorities, Customer Needs Assessments, Mid-Session Reviews, and Customized Summary.2013 and 2014 Credit Captain for Tri-County DistrictSenior Credit AnalystNuvell National Auto Finance Jacksonville, FL May 2008 to March 2009Experienced member of the Illinois credit team. Services the western area of Chicago and other surrounding areas. Worked with Area Sales Manager to build an under preforming territory.Responsible for servicing 85 dealershipsNegotiated credit applications with Finance DirectorsCreated a territory development plan to increase territory market share by 30% over a 90-day period.Lending Manager IWells Fargo Auto Finance Lake Mary, FL January 2007 to January 2008Managed 6 to 8 direct reports that covered the areas of Alabama and the Pan-Handle of Florida. The team would generate between 8 to 12 million dollars in volume a month. Maintained a high level of efficiency, quality, and developed underwriting skills of direct reports.Increased market share in all Alabama territories.Increased volume over entire territory while maintaining low delinquency and charge off.Increased volume in the Pan-Handle territory by 25% over a 90 day period.Had the highest dealer penetration rate in the center at 75%.Team had the highest compliance ratings along with phone service ratings in the center throughout the year.EducationAlabama A&M University, Bachelor of Science in MarketingAffiliationsBEACN, Financial Literacy Committee ChairmanFamily Promise of Jacksonville, Board MemberKappa Alpha Psi, Fraternity Inc., PolemarchREFERENCESKimberly M. SterlingSr. Director Marketing Client Acquisition and RetentionAmeriprise Financial Services, LLCPHONE NUMBER AVAILABLEKatherine RegnaSenior Operations LeaderAmeriprise Financial Services, LLCPHONE NUMBER AVAILABLEKindell AndersonDeputy AdministratorMontgomery CountyPHONE NUMBER AVAILABLE/pre> |
