Experience

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  Shepherd Consulting LLC

  • San Francisco, CA

  • Business Report Writer, Coach, sales and marketing strategy and implementation

    • Mar 2009 - Present
    • San Francisco, CA

    Counsel employees and leaders on career challenges, strategy, "office politics", advancement and tactics.Assess and teach English to business transferees and families relocated to the USA.Assist managers and leaders of businesses and non-profits to achieve the goals of their organization, department, branch or subsidiary.Advise and/or create reports and presentations of plans, analyses, updates, strategies etc.

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  CUNA Mutual Group (MI)

  • San Francisco, CA

  • Senior Vice President & General Manager

    • Jan 2004 - Mar 2009
    • San Francisco, CA

    Accountable for products, marketing, sales, industry voice and customer intelligence. Oversight of JV operations, underwriting and claims. Board Member• Implemented a formal product development process and marketing plans for new solutions• Improved profitability by leading sales and marketing to 'sell' tighter underwriting.• Championed complete adoption of SFDC CRM by sales and marketing.

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  CUNA Mutual Group

  • San Francisco Bay Area

  • Vice President, National Sales

    • 2002 - 2004
    • San Francisco Bay Area

    Leader of national and regional sales teams focused on exceeding sales and P&L targets • Exceeded sales targets by managing 20-70-10 performers • Armed AE's with financial analysis skills to sell value to senior decision-makers• Increased sales productivity while reducing sales headcount

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  Genworth Mortgage Insurance

  • Raleigh, North Carolina

  • Vice President

    • 1999 - 2002
    • Raleigh, North Carolina

    VICE PRESIDENT- MARKETS EXPANSION 2001-2002Leveraged company strengths (product, scale, customer relationships and risk management) into new investor markets VICE PRESIDENT, E-COMMERCE BUSINESS DEVELOPMENT 1999-2001Identify, develop e-commerce investment opportunities, pitch them to investment committee and effect the acquisitions.REGIONAL DIRECTOR 1990 -1999Staff, coach and strategize geographically diverse B2B sales teams in Ontario and BC. Won key accounts from competitor.• Six Sigma DMAIC Green Belt on customer retention project

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  PHH Corporation (Cartus/Realogy)

  • Toronto, Canada

  • Vice President & General Manager

    • 1986 - 1990
    • Toronto, Canada

    P&L responsibility Managed operations, accounting, sales, marketing, five offices from East to West Coast, 60 associates and a 270-office broker network.