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Executive Director - Business Dev & Technology Resume Example

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EXECUTIVE DIRECTOR - BUSINESS DEV & TECHNOLOGY
Summary

Knowledgeable Retirement Plan Specialist specializing in Qualified & Non-Qualified planning and bringing years of related experience in insurance and FINRA securities. Conscientious about completing thorough reviews to better serve fiduciary needs with current, effective systems. Excellent decision-making and prioritization skills.

Passionate to create and service exceptional financial plans, while furthering financial education amongst the clients.

Dedicated and organized professional seeking new opportunities to drive company success while focusing on projects and processes. Outstanding relationship-building and problem-solving skills. Driven to exceed expectations and able to operate effectively in fast-paced, high-pressure environments.

Skills
  • Strong knowledge of Retirement plans (Qualified and Non-qualified)
  • Business Development
  • Portfolio management
  • Mutual funds expertise
  • Policy management expertise
  • Team training and development
  • Microsoft Office Suite + Smartsheets
  • Product development and improvement
  • Vendor/partner relationships
  • Excels in team leadership
  • Multitask to meet deadlines and expectations
  • Financial planning
Experience
07/2017 to Current
Executive Director - Business Dev & TechnologyKepro - Concord , NH

My role at Allure IMA incorporates the following job functions:

  • Established and oversaw strategic business actions and streamlined operations.
  • Trained and mentored new employees to maximize team performance and achieve daily performance objectives.
  • Created appropriate learning environments for students.
  • Maintained close connection with project personnel to quickly identify and resolve problems.
  • Updated project plans based on changing objectives, specifications and staff availability. Strong Utilization of JIRA/Confluence
  • Set project goals and schedule with owners and team members.
  • Prepared presentations for customers and staff members detailing project scope, progress and results.
  • Maintained project schedules by managing deadlines and adjusting workflow as needed.
12/2014 to 06/2017
Executive Account ManagerFedex Cross Border - Bellmawr , NJ

Serving as an account manager under the American Fidelity Education Services (AFES) division, my role incorporated the following job functions:

  • Oversaw 20+ employer groups with 5,000+ serviced for insurance and retirement plans
  • Licensed for Health/Accident/Life Insurance and FINRA Registered for Securities 6 & 63
  • Developed and serviced a book of business exceeding $1.3 million in annual premiums
  • Portfolio of Qualified and non-qualified accounts in excess of $10 million
  • Applied investment knowledge to constantly upgrade investment portfolio content.
  • Conducting pre-enrollment meetings with the HR professionals and CBOs
  • Setup of Online Enrollment Platforms to assist in the Benefit Enrollment of staff, using SELERIX Systems
  • Part of the Beta-group for the enrollment platform, taking reviews from account mangers and implementing changes to the platform to allow for a more user friendly environment, while ensuring security and smooth sales cycle
  • Used multiple softwares to allow for a thorough and secure sales process
  • Year round servicing of the client book to maintain and exceed quota requirements
  • Working with the payroll staff to expedite the process of bill reconciliation
  • Multitask at various levels overseeing account management while performing B2B and B2C roles
08/2013 to 08/2015
OwnerAmerican Express Line - City , STATE

American Express Line was conceived as a dispatch entity, but soon moved to the field and expanded its operations with owning equipments. Company owns a few Trucks and trailers(53').

Job duties included:

  • Monitored multiple databases to keep track of all company inventory.
  • Lead logistic product and technology roadmap and strategy from concept to launch.
  • Assessed and optimized hardware and software interfaces in coordination with engineering teams.
  • Collaborated with staff to maximize customer satisfaction, streamline procedures and improve bottom-line profitability.
  • Assessed, optimized and elevated operations to target current and expected demands.
  • Established, enforced and updated policies keeping business agile and responsive to changing market conditions.
  • Set and administered annual operating budget, consistently maintaining controls and preventing overages.
  • Automated office operations, managed client correspondence and supplied record tracking and data communication services.
01/2010 to 08/2013
Dispatcher/ManagerCC Transport - City , STATE

Job duties included:

  • Set schedules, implemented new policies and worked with managers to optimize operational procedures and establish clear objectives.
  • Reviewed routes and daily traffic and weather conditions and adjusted plans to meet daily requirements.
  • Trained over 20 employees on accurate triaging and dispatching procedures while personally handling 50+ daily calls.
  • Devised and implemented work plans for subordinate employees to check quality and consistency of work against organizational standards.
  • Analyzed operational performance and implemented plans to attain organizational and financial goals.
  • Created and enforced policies and procedures for entire logistics team.
  • Researched and suggested cost-effective shipping methods and conducted regular safety audits on equipment.
Education and Training
Certificate: Banking, Corporate, Finance And Securities LawYale University - City, State

Financial Markets

Expected in 06/2021
MBA: MBA (along With BS Management)Pepperdine University - City, State
Bachelor of Science: BiologyCal State LA - City, State
Accomplishments
  • Number 1 overall in the entire company: Life Insurance Sales (over 200K in annualized premium)
  • Rookie of the Year - American Fidelity (over $600K in annualized premium)
  • Topped $1 million in production within 24 months
  • $10+ million in Assets Under Management (Qualified and Non-Qualified)
Licenses
  • Life/Health/Accident License - California
  • Property & Casualty License - California
  • Series 6 - Financial Industry Regulatory Authority
  • Series 63 - Financial Industry Regulatory Authority
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Resumes, and other information uploaded or provided by the user, are considered User Content governed by our Terms & Conditions. As such, it is not owned by us, and it is the user who retains ownership over such content.

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Resume Overview

School Attended

  • Yale University
  • Pepperdine University
  • Cal State LA

Job Titles Held:

  • Executive Director - Business Dev & Technology
  • Executive Account Manager
  • Owner
  • Dispatcher/Manager

Degrees

  • Certificate : Banking, Corporate, Finance And Securities Law
    MBA : MBA (along With BS Management)
    Bachelor of Science : Biology

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