Barbara Devereaux, CLU®, ChFC®, CASL®, CLTC
Chief Operating Officer at Apella - Bellevue- Claim this Profile
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Bio
Credentials
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CLTC
Certification of Long Term CareApr, 2006- Sep, 2024 -
ChFc
American CollegeFeb, 2002- Sep, 2024 -
CLU
American CollegeNov, 2001- Sep, 2024
Experience
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Apella - Bellevue
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United States
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Financial Services
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1 - 100 Employee
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Chief Operating Officer
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Jun 2018 - Present
During this job role, I lead all aspects of Vestory's integration into Apella Capital after the 2019 acquisition. In the meanwhile, I am good at creating a welcoming business culture, enhancing the employee experience and fostering professional development. I am instrumental in overseeing the hub's complete business operations along the west coast. By using essential metrics and comprehending numerous measures, I have achieved defined aims. I have led, mentored, and assisted cross-functional teams for operational effectiveness. • Resolved clients' queries that resulted in enhancing client retention from 80% to 98%. • Formulated and executed effective strategies, resulting in double-digit growth for four years consecutively. Show less
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MassMutual Phoenix
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United States
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Investment Banking
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Sales Director
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May 2015 - Dec 2017
To help the business reach its goals and realize its vision, I found and hired skilled workers. Through specialized training and motivating leadership abilities, I steered bolstered cross-functional teams' professional talents. To assist the new company achieve its goal, I delivered insightful solutions to General Agent. • Realized business goals by increasing size of team from one to 20 agents. • Envisioned and executed viable infrastructure for optimum employee satisfaction. • Developed and fixed effective internal communication systems for seamless workflow. MassMutual refers to Massachusetts Mutual Life Insurance Company. Show less
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New York Life Insurance Company
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United States
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Financial Services
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700 & Above Employee
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Senior Partner
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Sep 2013 - Apr 2014
During this term in the office, I recruited, hired, and onboarded exceptional individuals for the organization's overall growth. I also developed and strengthened friendly relationships with the 50 team members. From planning to completion, I completed challenging projects. To realize the goals and vision of the organization, I was acknowledged for collaborating with members of a cross-functional team. • Enhanced skills of Agents for future responsibilities through interactive training sessions. • Executed feasible plans and strategies that attained double-digit annual sales growth. Show less
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Long Term Care
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United States
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Insurance
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1 - 100 Employee
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Corporate Vice President
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2008 - 2013
In this role, I spearheaded the integration of annuities by paying close attention to every last detail. I developed and implemented cutting-edge programs to achieve internal and external team growth on a national scale. I achieve double-digit growth for two years in a row between 2011 and 2013. I a dded eight qualified employees for long-term care outside the company and ten internal wholesalers. To improve employees' overall working conditions, I promoted an enabling atmosphere and culture. • Enhanced product reach and bolstered $60M of annuity growth in new product line. • Surpassed stakeholders' expectations by achieving 20M+ annual goal. • Established new procedures, resulting in record-breaking product rollout. • Additional experience: General Agent, Southwest Region, Genworth, Scottsdale, Arizona Long-Term Care Regional Sales Manager | Director, New York Life Insurance, Scottsdale, Pacific Zone, Arizona Partner/Agent, New York Life Insurance, Scottsdale, Pacific Zone, Arizona Executive Vice President of Franchise Development & Franchise Services, The Little Gym, Scottsdale, Arizona Assistant Vice President, CIGNA/Connecticut General Life Insurance Company, Hartford, Connecticut Franchise Owner/Operator, The Little Gym of Scottsdale, Arizona Show less
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Education
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Dartmouth College
Bachelor's degree, Psychology
Community
