Experience

Think2Perform
• United States
• Business Consulting and Services
• 1 - 100 Employee
• Senior Vice President & Consultant

  • Mar 2010 - Present


Ameriprise Financial Services, Inc.

• United States
• Investment Banking
• 1 - 100 Employee

• Franchise Owner

  • Jul 2018 - Mar 2019

• Franchise Field Vice-President for New York Metro

  • Jun 2016 - Jun 2018

  *Based in Scarsdale, NY within our NY Metro Region, travel throughout the region building relationships with advisors who may be open to considering a change in affiliation and grow their practice.*Identify and recruit qualified, experienced financial advisors interested in growing their wealth management business and help initiate their transition to the firm through independent and/or employee channel.*Communicate Ameriprise value proposition through brokerage knowledge and expertise effectively to established advisors.*Build and maintain strong partnerships between corporate partners, field leaders and advisors to align with business strategies.*Maintain current industry competitive intelligence, benchmarking and analysis.*Coach and develop Level 4 plus leaders to help them maximize their potential. Show less

• Advisor

  • 2010 - Jun 2016



AMERIPRISE FINANCIAL

• Financial Services
• 1 - 100 Employee

• Senior Vice President

  • Jan 2008 - Mar 2009

  Advisor Employee Group 2008-2009Nationwide leadership responsibility for employee advisor sales force. Managed growth of $225 million revenue business. Provided direct leadership to 6 Region Vice Presidents and 100+ supporting management positions responsible for supporting approximately 2500 employee advisors.Responsible for design and implementation of new compensation and incentive plans for financial advisors and leaders.Point person from sales organization responsible for the $315 million acquisition and integration of H&R Block Financial Advisors.Sought after presenter and keynote speaker for national meetings and conferences. Show less

• Senior Vice President

  • Oct 2006 - Dec 2007

  Advisor Employee Group 2006-2007Responsible for design and implementation of overhaul of employee advisor business model. This included changes in whom and how we recruited new advisors along with new client acquisition strategy.Managed, controlled and administered $500 million operating budget. Reduced operating costs and increased profit margin by double digits.Lead sales liaison with corporate partners from Marketing, Financial Planning and product groups.



North Texas

• United States
• Medical Practices

• Group Vice President

  • Jan 1999 - Jan 2006

  Provided leadership and direction to 4 Field VPs leading 400 Franchise and Employee Advisors serving 60,000 clients, and managing $17 billion in assets. Profit & loss accountability of $12 million operating budget. Top five market group in sales results (27-44 market groups) in six of seven years. Led the development of a positive culture demonstrated by the highest People Satisfaction score in the country every year. #1 in overall growth and retention for the country during this seven year period. Asked to lead rollout/implementation of nearly all major initiatives nationally including the tiered Affluent Market financial services strategy. Created value propositions for Platinum, Gold and Personal Clients and drove financial advisors to increase their high net worth client base. Developed and promoted a large number of leaders for positions all over the nation. Awarded coveted Outstanding Leader Award in 2003 Show less



Ameriprise Financial

• Financial Services
• 1 - 100 Employee

• Field Vice President

  • Jan 1996 - Jan 1999

  Led the #1 office (out of 190) in 1997. Top 10 office every year.Known nationally for exemplary referral client acquisition, financial planning and insurance results.

• Director Business Operations/District Manager

  • Jan 1994 - Jan 1996

  Oversaw recruiting, training initiatives of new advisors, supported and developed veteran advisors and leaders while overseeing all staff, operations and compliance.

• Region Operation Manager/Financial Analyst

  • Jan 1988 - Jan 1993

  Supported sales leaders with leadership development and financial analysis. Recipient of 1992 Premier Performer Award - highest award for corporate employees. Supported sales leaders with leadership development and financial analysis. Recipient of 1992 Premier Performer Award - highest award for corporate employees.