Bio
Experience
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TD Ameritrade
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Southlake, TX
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Manager, Retail Learning & Development
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Mar 2019 - May 2022
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Southlake, TX
Managing the onboarding program for new Consultants in the branch network at TD Ameritrade.Experienced professional with extensive sales, marketing and team management expertise. Combining communication and problem-solving skills with strategic vision to successfully build long term client relationships, develop market opportunities, attract new clients, increase revenues and implement positive change. Also have extensive training and organizational development expertise. Recognized for being able to effectively interpret, synthesize, and simplify complex and technical information. Areas of expertise and proven results:Revenue Growth and New Business Development Client Relationship ManagementDelivering client focused, goal driven solutions Trusted Advisor RoleStrategic Market Development Planning and Implementing Organizational ChangeManaging Successful Teams C-Level PresentationsProject Management and Planning Public Speaking and EvangelismCorporate Training (Virtual and Classroom)
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United States
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Financial Services
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700 & Above Employee
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Sr. Learning Manager, Schwab Business Learning
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Nov 2013 - Dec 2018
Part of a national learning and development team focused on providing Financial Advisor onboarding and up skilling, moving from a transactional client focus to building long-term client relationships and serving the specific, unique needs of high net worth clients.
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VP - Financial Consultant
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Nov 2010 - Oct 2013
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Sales and Management
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Mar 2009 - Oct 2010
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Financial Advisor
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Dec 2002 - Mar 2009
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Manager Sales and Marketing
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Mar 1997 - Sep 2002
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Education
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Baylor University
Bachelor of Business Administration - BBA, Marketing and Management -
Rockhurst University
Master of Business Administration - MBA, Management -
Rockhurst University
Executive MBA, Business Administration and Management, General
Suggested Services
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Industry Focus. “Management Consulting”
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References
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