Fort Worth, Texas, United States
Results-oriented executive with 20+ years of experience driving enterprise transformations and profitability. Known for strategic leadership, adept management of multimillion-dollar budgets, talent acquisition, restructuring strategies, and operational efficiency. Demonstrated success in enhancing client engagement strategies, supporting innovative initiatives, and optimizing project management methodologies. In my current role of Senior Vice President, Advisor Services at First Command Financial Services, Inc. I oversee Four Departments: Advisor Recruiting, Advisor Licensing, Financial Planning and Training. Additionally, I am responsible for an enterprise transformation wave focused on ensuring we deliver the experience our clients expect in the way they want to receive it. Since 1958, First Command has been coaching those who serve in their pursuit of financial security. Approximately 70% of First Command Financial Advisors are veterans or military spouses. We provide all training and support for those desiring a satisfying and worthwhile career spent helping others. Reach out to me at [email protected] for more information. Note: Periodically I post information regarding my employer First Command Financial Services and the social media usage guidelines that apply to First Command also apply to my pages. Please view them here: https://www.firstcommand.com/social-media-guidelines
• Supervise 70+ employees and contractors across 4 departments, consistently exceeding goals. • Allocate and manage $19M budget towards software, operations, innovation, and talent acquisition. • Develop new department and onboard 100+ new financial advisors to align with clients evolving demands. • Initiate, create, and implement $100,000 budget allocated to fund evidence-based methodology management and support innovation initiatives. • Modernize training program by enhancing training process and improving next generation strategies, resulting in 30% cost reductions. • Optimize project management protocols by implementing agile methodology, impacting 100+ projects annually. • Support cross functional channels by optimizing business logistics, implementing talent management, and improving efficiency, reducing expenses by 30%.
• Supervised and trained diverse teams in high-pressure environments, enhancing operational readiness and effectiveness. • Served in various leadership roles, including ROTC Instructor and Ranger Instructor, fostering leadership skills in future military leaders. • Led tactical operations as a Platoon Leader and LRSD Team Leader, achieving mission success through strategic planning and execution.