Experience

Everence Financial

• United States
• Financial Services
• 200 - 300 Employee

• Managing Director

  • Jan 2008 - Present

  - Build a high functioning team of professionals to serve the community, including individuals, families, businesses, and non-profit organizations. * Result - highest client satisfaction results of any team in the entire organization. - Develop a healthy workplace environment where team members find significant fulfillment and meaning in the work that they are engaged in, and give and receive respect and appreciation with their clients and colleagues. * Result - highest employee satisfaction results of any market team in the company. - Collaboratively bring alignment of individual goals, local market goals, and organizational goals so everyone is pulling in the same direction. * Result - fastest growing distribution team in the organization. - Ensure the success of each team member through ongoing coaching. * Result - every new advisor from the Souderton market has been recognized as the New Advisor of the Year from across the organization at the company's annual conference. - Continue becoming an employer of choice that draws and retains top talent and highest levels of integrity. * Result - Extremely low level of turnover. * Result - Extremely high number of client referrals we receive from satisfied clients. Show less



Philadelphia Mennonite High School/The City School

• Development Director

  • Oct 2002 - Dec 2007



Schering Pharmaceuticals

• District Trainer/Sales Representative

  • 1998 - 2001