• Increased annual sales $700M+ from $170M. Continuous national team recognition from the American Bankers Association, Dalbar, Inc., and Matrix Marketing for superior sales and service support to Financial Institutions. For more information, click here.
  
  
• Advanced, more than 300%, number of referrals and admissions coming into the company. For more information, click here.
  
  
• Managed outsourcing of services, completion of annual audits, and financial reporting requirements for all products. For more information, click here.
  
  
• Implemented Fixed Annuity conservation effort retaining 60%, or $350M, of single block of annuity business. General distribution campaigns resulted in 3% response rate to materials from the consumer. Affiliated distribution campaigns generated 11% response rate with increased sales.
  
  
• Achieved 90% client retention rate by achieving service level goals ahead of expectations and demands. Open and honest client communication improved satisfaction and overall relationship.
  
  
• Established more than 30 local and national business relationships for both build-out and ongoing business operation of telemarketing center. Relationships focused on service and contributed to center opening three weeks early and 15% under budget.

• Participated in development of forward-thinking team management style designed to get management closer to consumer, while training team members in effective customer relations. For more information, click here.
  
  
• Working with multidisciplinary team, developed budgets and strategic plans to expand hours of operation. Determined, with National Organization input, staffing levels required for all associates given projected level of volume. For more information, click here.
  
  
• Directed multifunctional team for construction of call center and completed project three weeks early, 15% under budget. Managed site data and telecommunication volume supporting 8K calls per day.
  
  
• Call volume during Stock Market crash of 1987 significantly increased. Cincinnati Telephone Center responded beyond expectations. Within one week, staffed operation for 12 hours per day, handling 11K+ calls per day.
  
  
• Coordinated with local site Director of Training to establish and complete series of training sessions within 12-month period. Sessions focused on management issues and concerns, using case studies to challenge managerial skills.

• Enhanced billing accuracy 56% through process improvement analysis and in-house processing, rectifying AR aging and cash flow. For more information, click here.
  
  
• Participated in reengineering of distribution service center to meet changing needs of Broker/Dealer and RIA channels, while significantly reducing cost and implementing new technology. For more information, click here.
  
  
• Saved 41% of time needed to complete patient admission and 64% of paper charting by implementing new computer system.
  
  
• Reduced average call wait time to less than 45 seconds from high of 35 minutes and improved quality processing to more than 98%. Reduced associate turnover from 31% to less than 2%.

• Worked with multiple Registered Investment Advisors in Manage the Manager concept for compliance, firm review, and performance. For more information, click here.
  
  
• Improved service standards, reengineered fund accounting/financial reporting to meet regulatory requirements, and automated fund performance to address client concerns. For more information, click here.
  
  
• Provided compliance leadership focusing on NASD, SEC, and state insurance commissions, including corporate, Registered Representative, collateral material, and third-party licensing responsibilities.

• Increased gross revenues more than 450% through program enhancement, revenue diversification, and complete P&L responsibilities. For more information, click here.
  
  
• Decreased commission processing time from seven business days to less than two business days by analyzing root cause analysis and implementing enhanced technology and superior processes.
  
  
• Led development of annual operating budgets using various software programs to forecast, analyze, and budget to profitability and expense models.

• Participated in acquisition of financial services company representing three organizations: Mutual Fund Family, Mutual Fund Servicing Company, and Private Investment Advisor. Standalone service provider resulted from $22M acquisition with reported value of $50M. For more information, click here.
  
  
• Instrumental in integration and streamlining of operations associated with mergers and acquisitions in both financial services and healthcare industries.
  
  
• Completed acquisition of healthcare company well under market value. Growing revenues more than 450%, company is now valued at eight times original purchase price.

• Negotiated Beta test site for new software version. Established relational databases to expand amount and type of information available in one system. Implemented image and workflow distribution to expand service information available. For more information, click here.
  
  
• Successfully and profitably renegotiated contracts with 90% of 6K+ insurance companies and provided account management with insurance organizations, medical providers, and outsource business partners.

• Within 90 days of acquisition of mutual fund servicing company, selected new transfer agent system and upgraded telecommunication software. Began implementation of Image and Workflow technology and automated fund performance.
  
  
• Implemented sales tracking software, participated in legacy systems conversions, developed and executed Image Workflow Distribution software, all of which dramatically improved communication, efficiency, and client experience.
  
  
• Developed Relational Databases to expand amount and type of information available in one system. Implemented Image and Workflow Distribution to expand service information available prior to policy issuance.
  
  
• Led a multidisciplinary team in development of a Relational Database system designed to download prospects, automate contact, and perform market research. IT used system as template for future development of technology supporting Service Center Reengineering Project.
  
  
• Managed system programmers in development software for financial professionals focusing on contact database, suitability, and hypothetical calculator features.
  
  
• Participated in purchase and implementation of healthcare computer database designed to track patient charts, professional charges, and provide for electronic billing. Technology virtually eliminated use of paper within organization and throughout billing process.