Managing Partner and President

• Nov 2022 - Present

Barron's Award recipient Practice Management Consultants, LLC (PMC-LLC) is a diverse consortium of subject matter experts (SMEs) serving the wealth management industry. We drive diversity-led growth through supplemental professional developmental coaching & training (SPDC), community advocacy, and corporate event consulting. PMC-LLC believes America can close the racial and gender wealth gap in a generation through the industry-wide adoption of D.E.B.I. — a deep diversity framework focused on developing and retaining underrepresented talent. - Coordinate with C-level leadership to supply Business Growth Strategy to develop or influence initiatives that promote and advance companywide finance growth opportunities. - Lead business development strategies requiring in-depth evaluation. - Support various Business Growth Strategy projects to maximize growth opportunities and minimize expenses. - Provide vision, direction, and expertise on implementing innovative and significant business strategies that enhance companywide finance and growth for all of our lines of business. - Collaboratively serve with four division presidents and advise to our leadership within Business Growth Strategy and Operational function areas. Show less

Management Consultant

• Aug 2017 - Present

Principal Consultant

• Jan 2017 - Present

Vice President- Investments and Financial Advisor

• Jul 2015 - Jan 2017

A key enabler of both "Offense" (generating new opportunities that meet customer needs), and "Defense" (ensuring that opportunities are not lost via the training of bankers in order to deepen relationships with clients). • Drive strategy and business performance for the market • Manage P&L, real estate portfolio, talent acquisition/retention, revenue growth strategies, risk management and employee compensation policies • Manage end-to-end business planning and execution focusing on asset retention, recruiting, risk management and revenue • Partner with internal/external partners to plan and execute on revenue growth initiatives and accountability metrics Show less

Financial Advisor

• Apr 2011 - Dec 2014

A financial engineer that applied comprehensive wealth management and provide financial services to individuals, businesses, non-profits, and foundations to build, maintain, protect, and transition wealth. - Partnered with C-level and matrix organizations and supplied a streamlined and efficient approach to their retirement package processes for employees. - Achieved great success along with high client satisfaction results. - Ranked 6th in the region for Net New Money. A financial engineer that applied comprehensive wealth management and provide financial services to individuals, businesses, non-profits, and foundations to build, maintain, protect, and transition wealth. - Partnered with C-level and matrix organizations and supplied a streamlined and efficient approach to their retirement package processes for employees. - Achieved great success along with high client satisfaction results. - Ranked 6th in the region for Net New Money.

Regional Vice-President of Sales and Marketing

• Feb 2007 - Dec 2010

REGIONAL VICE- PRESIDENT OF SALES AND MARKETING 02/2007-12/2010 Was responsible providing leadership and driving strategy across the company's sales and marketing functions. This role was critical in both developing and implementing strategic initiatives, as well monitoring the team performance to ensure desired goals and targets are met and/or exceeded. As a member of the Senior Leadership Team, I worked closely with other business leaders to chart the company direction. - Database Management: Built and managed data applications supporting Lead Distribution, Marketing, Sales, Install Operations, and many others. - Statistical Modeling and Data Mining: Built statistical models to drive campaign performance, and estimate acquired revenue. Analysts merged attitudinal and behavioral data to build customer segmentation that served as a foundation for marketing strategy, - Contact Center & Data Analytics: Created A/B testing strategies, digital reporting and advanced analysis, as well as call center traffic reporting. Managed 45 Efficiency Evaluators in an expansion into the Houston region in key functional areas of Sales, Quality, Customer Relations, and Operations including installation management, vendor management, and sales support. - Consumers’ Choice Award for Business Excellence Recipient for 2008, 2009, and 2010. - Drove revenue increase from $700k to $10.1M in first year Houston, TX expansion. - Partnered with city governments in their energy efficiency initiatives including senior citizens and businesses. - Led Teams to increase closing rate from 11% to 71% REGIONAL DIRECTOR OF SAFETY AND RISK MANAGEMENT 10/2009-12/2010 - Development and implementation of safety initiatives and safety programs at all EAS locations. - Conduct Driver Orientations and begin the relationship process to help them understand our culture. Show less

National Area Manager

• Aug 2004 - Jul 2006

Managed 144 Loan Officers and Loan Processing Professionals and was successful in turning around an under-performing region for this $700M+ business unit. Managed 22 offices that serviced 42 states nationwide. - Exceeded forecast for budget at 118.0%, 2005. - Flattened organizational structure and reduced operating costs by 3% while maintaining production capacity for an annual savings of $451k. - Achieved sales targets and sales quotas consistently, by obtaining 22% growth in assigned states. - Multiple award winner as Top Agent and Top Executive. Show less

Team Lead

• Jun 1998 - Mar 2004

- Lead 12 Claim Adjuster Professionals providing support in all areas of claims service, including auto liability, property damage, bodily injury negotiations, workers' compensation, and arbitrations. - Developed new Minor Impact/Soft Tissue team unit which saved our market $9M on average per year. - Multiple winner of the prestigious ALLSTATE GOOD HANDS AWARD for 2001 and 2002 - Multiple winner of the Represented Rate Award for 2001, 2002, and 2003, which shows high level desk efficiency. Show less