Experience

Charlotte Stallings Enterprises

• Professional Training and Coaching
• 1 - 100 Employee

• President

  • Sep 2008 - Present



Getting Smart LLC

• President/CEO

  • Jan 2006 - Present

  Houston, Texas Area Develop and facilitate dynamic workshops and specialized training aimed at improving performance outcomes for clients of mid-level to Fortune 500 companies. Consult with staff regarding projects and identify needs, objectives, deliverables and design approaches. Relevant Achievements: • Led 6-person training team providing end-to-end support for training initiatives. • Provide training for top corporations including McDonald’s, AT&T, GE, & SHELL. • Conducted workshops at… Show more Develop and facilitate dynamic workshops and specialized training aimed at improving performance outcomes for clients of mid-level to Fortune 500 companies. Consult with staff regarding projects and identify needs, objectives, deliverables and design approaches. Relevant Achievements: • Led 6-person training team providing end-to-end support for training initiatives. • Provide training for top corporations including McDonald’s, AT&T, GE, & SHELL. • Conducted workshops at Clemson, Bryant, UOM and Houston Community College. • Developed leadership training for Independent school districts in Dallas and Houston. Show less



Ameriprise Financial Services, LLC

• United States
• Financial Services
• 700 & Above Employee

• Vice President - Investment Strategies

  • Jan 2002 - Dec 2005

  Houston, Texas Area Provided leadership and strategic direction for high-profile wealth management division, guiding territory activities involving wholesalers, field leaders, and advisors. Effectively managed marketing and professional development efforts to drive sales effectiveness and grow assets. Relevant Achievements: • Delivered over 200 keynote presentations to 8000+ clients and prospects. • Served as national spokesperson for the “Women and Investing” program. • Provided several… Show more Provided leadership and strategic direction for high-profile wealth management division, guiding territory activities involving wholesalers, field leaders, and advisors. Effectively managed marketing and professional development efforts to drive sales effectiveness and grow assets. Relevant Achievements: • Delivered over 200 keynote presentations to 8000+ clients and prospects. • Served as national spokesperson for the “Women and Investing” program. • Provided several addresses as spokesperson for asset management group. Show less



American Express Financial Advisors

• Regional Sales Director

  • Jan 2000 - Dec 2001

  Houston, Texas Area Led development of regional sales strategy, provided guidance and coaching to sales management team. Ensured regional wide performance in alignment with established sales and revenue targets. Developed and maintained relationships with advisors as an internal wholesaler, to drive activity and sales. Relevant Achievements: • Spearheaded regional training program improving productivity and growth. • Tapped by leadership team to serve as corporate spokesperson. • Routinely… Show more Led development of regional sales strategy, provided guidance and coaching to sales management team. Ensured regional wide performance in alignment with established sales and revenue targets. Developed and maintained relationships with advisors as an internal wholesaler, to drive activity and sales. Relevant Achievements: • Spearheaded regional training program improving productivity and growth. • Tapped by leadership team to serve as corporate spokesperson. • Routinely engaged media including the Wall Street Journal and Money Magazine. • Collaborated on special 9/11 corporate relations project to reinforce company brand. Show less



Ameriprise Financial Services, LLC

• United States
• Financial Services
• 700 & Above Employee

• Regional Vice President

  • Jan 1996 - Dec 1999

  Houston, Texas Area Drove sales by developing, maintaining, and deepening relationships with new and existing advisors. Championed consultative sales process and other performance improvement systems. Partnered with internal wholesaler to develop a business plan, manage the territory, and drive regional sales/ Relevant Achievements: • Implemented new training initiative integrating group training and role plays. • Development strategies led to four years of consecutive sales growth.

• Field Service Director

  • Jan 1994 - Dec 1995

  Houston, Texas Area Directed marketing and customer acquisition activities within assigned territory. Leverage information and insights from advisors and employees to improve the service experience in market. Kept abreast of industry/market trends and maintained knowledge of products and services. Relevant Achievements: • Worked collaboratively with local management to implement training programs. • Coached management team on effective leadership and motivation methods.