Experience

The Callaway Bank

• United States
• Financial Services
• 1 - 100 Employee

• Vice President / Director of Training and Development / Culture Colonel

  • Apr 2021 - Present

  Fulton, Missouri, United States We’re currently recruiting the best talent to work for the best bank in the state. Are you that person? Message me now to learn more. We are a locally owned, community bank whose goal is to improve the financial lives of our clients, and we’ll do whatever we can to help them fulfill their needs and goals. We’ll guide you in finding the best options for personal or business banking services. As the oldest, independent community bank in Missouri, The Callaway Bank combines… Show more We’re currently recruiting the best talent to work for the best bank in the state. Are you that person? Message me now to learn more. We are a locally owned, community bank whose goal is to improve the financial lives of our clients, and we’ll do whatever we can to help them fulfill their needs and goals. We’ll guide you in finding the best options for personal or business banking services. As the oldest, independent community bank in Missouri, The Callaway Bank combines old-fashioned values like fairness, respect, integrity, and honesty with modern banking products and services. Our customers have been our greatest asset since before the Civil War. Unlike most banks, we are still an independently owned and locally operated community bank. Our decisions are made right here at home, with the interest of our community and our customers in mind for all that we do. While we take great pride in our history, it is the future we work for today. We’ve been putting customers first since 1857. With you for the moments that matter. Show less



Missouri Farm Bureau

• United States
• Insurance
• 300 - 400 Employee

• Director of Sales

  • Feb 2019 - Apr 2021

  Jefferson City, Missouri Missouri Farm Bureau Insurance was started by a group of Missouri farmers who sought an honest, plain-speaking, no-nonsense approach to protecting what was important to them. That same mentality is what drives the company to this day. They are wholly owned by the Missouri Farm Bureau Federation, the largest general farm organization in Missouri. For your security, our property & casualty and life affiliates have consistently maintained a top rating by the A.M. Best Company or Demotech, Inc.,… Show more Missouri Farm Bureau Insurance was started by a group of Missouri farmers who sought an honest, plain-speaking, no-nonsense approach to protecting what was important to them. That same mentality is what drives the company to this day. They are wholly owned by the Missouri Farm Bureau Federation, the largest general farm organization in Missouri. For your security, our property & casualty and life affiliates have consistently maintained a top rating by the A.M. Best Company or Demotech, Inc., independent companies that rate insurance providers. Show less



Final Expense Direct

• United States
• Insurance
• 1 - 100 Employee

• Vice President of Operations

  • Feb 2014 - Jan 2019

  Houston, Texas Area Offering affordable, quality; whole life, final expense, and legacy insurance products to individuals and families, in 49 states, and the District of Columbia. Working with multiple companies we offer a wide range of pricing and coverage options. We also specialize in "at risk health" and "higher age range" policies. Lessening the financial burden on families when they need it most. Responsible for the day-to-day operations to support growth, and add to the bottom line. Focused on… Show more Offering affordable, quality; whole life, final expense, and legacy insurance products to individuals and families, in 49 states, and the District of Columbia. Working with multiple companies we offer a wide range of pricing and coverage options. We also specialize in "at risk health" and "higher age range" policies. Lessening the financial burden on families when they need it most. Responsible for the day-to-day operations to support growth, and add to the bottom line. Focused on strategic planning and goal-setting, directing the operations of the company in support of its goals. Created processes based on reporting to reduce costs, and increase productivity. Personally, life insurance licensed in multiple states. • Developed, implemented, and oversee a comprehensive new agent orientation, and sales training program. • Ongoing collaboration with others in the organization, while utilizing SEO data, to develop web design, and increase our web presence, developing brand awareness. • Developed a secure, effective, proficient, IT department, hiring an experienced Director of IT and prioritizing: Security, system stability, and standardization. Reduced annualized costs by 30% • Assisted with increasing production over 50%+, year over year in, 2015, 2016. Stabilized and focused on business quality in 2017. Still 20% growth over 2015 and 50% over 2014. • Awarded Inc. 5000 fastest growing privately held companies for 2016, 2017, and 2018. • Awarded 6th place on the Houston Business Journals "FAST 100" for 2017, and 2018. www.finalexpensedirect.com Show less



The Callaway Bank

• United States
• Financial Services
• 1 - 100 Employee

• Branch Manager/SBA Commercial & Industrial Lender

  • Aug 2011 - Feb 2014

  Columbia, Missouri Area Focused on startup, and established businesses. Worked with current customers and prospects to help them understand business financing, and address their financial needs. Primarily focused on fixed assets and lines of credit. Helping startup customers develop a plan so that they would be eligible for financing. Helped businesses develop long-term, to grow strong business relationships with honesty, integrity, and responsiveness, in Columbia and the surrounding communities. • Attained… Show more Focused on startup, and established businesses. Worked with current customers and prospects to help them understand business financing, and address their financial needs. Primarily focused on fixed assets and lines of credit. Helping startup customers develop a plan so that they would be eligible for financing. Helped businesses develop long-term, to grow strong business relationships with honesty, integrity, and responsiveness, in Columbia and the surrounding communities. • Attained 171% of production goal in 2013; 84% of which were new relationships to the bank. 100% was new money. • Increased branch deposit base 29% in 2012. • Responsible for hiring, developing, and promoting 3 associates at the bank in my first year. Show less



Regions Bank

• United States
• Banking
• 700 & Above Employee

• Assistant Vice President / Branch Manager

  • Mar 2008 - Aug 2011

  Jefferson City, Missouri Responsible for growing loans and deposits, initially at two branches exceeding $55 million in deposits while achieving loan goals, and maintaining a high level of customer service through, honesty, integrity, and responsiveness. Also responsible for outbound calling on new and existing business clients for treasury management services and business lending. • Increased deposit base by over $7million in deposits in 6 months, and 17% in loans during 2008 and 2009. • Chairman’s Club… Show more Responsible for growing loans and deposits, initially at two branches exceeding $55 million in deposits while achieving loan goals, and maintaining a high level of customer service through, honesty, integrity, and responsiveness. Also responsible for outbound calling on new and existing business clients for treasury management services and business lending. • Increased deposit base by over $7million in deposits in 6 months, and 17% in loans during 2008 and 2009. • Chairman’s Club recipient for 2009. Regions highest branch honor. • Grew Madison Street branch by over $10 million in deposits making it the largest branch in the Columbia market in 2010. • Asked to take over management and sales responsibilities at the Eldon, Missouri location, as well as remain the Jefferson City Manager. 2 locations totaling over $80 million in deposits. Show less



California Ford Mercury

• General Manager

  • Oct 2004 - Dec 2007

  United States Propitious management of all dealership departments, and day to day operations. Ensured the profitability of the dealership by overseeing the various departments which include variable operations (sales & financing), fixed operations (service & parts), and the business office (accounting & administration). • Presented the President’s Award in 2006 – Ford Motor Company’s highest overall dealership honor. • Implemented sales and product training to increase productivity at the… Show more Propitious management of all dealership departments, and day to day operations. Ensured the profitability of the dealership by overseeing the various departments which include variable operations (sales & financing), fixed operations (service & parts), and the business office (accounting & administration). • Presented the President’s Award in 2006 – Ford Motor Company’s highest overall dealership honor. • Implemented sales and product training to increase productivity at the dealership. • Successfully removed dealership from Warranty Counseling Process in less than 8 months after becoming the General Manager. • Reduced payroll by 20%, increased profitability 18% while maintaining customer satisfaction. • Dealer Principal sold dealership and retired, I went into banking. Show less



California Ford Mercury

• Sales and F&I Manager

  • Oct 1995 - Jun 2002

  California, Missouri Successfully managed sales, customer relations, vehicle ordering, new salesperson orientation, and training as well as appraisals of used vehicles; keeping track of vehicle receiving; procuring financing and insurance for customers; assisted the General Manager in the day-to-day operations of the dealership. • Presented the President’s Award in 2001 – Ford Motor Company’s highest overall dealership honor. • Implemented new vehicle tracking system maintaining a 94% fill rate throughout… Show more Successfully managed sales, customer relations, vehicle ordering, new salesperson orientation, and training as well as appraisals of used vehicles; keeping track of vehicle receiving; procuring financing and insurance for customers; assisted the General Manager in the day-to-day operations of the dealership. • Presented the President’s Award in 2001 – Ford Motor Company’s highest overall dealership honor. • Implemented new vehicle tracking system maintaining a 94% fill rate throughout the year. • Increased sales 65% from 1996-1997. Increased sales 15% per year thereafter. Show less