Adam Triplett
Summary
Versatile Managing Director with proven abilities across all levels of organizational management. Talented in developing partnerships, overseeing personnel and developing tactical plans to meet strategic goals. Proven leader with significant background in Management, Sales, and Training within numerous industries.
Overview
18
18
years of professional experience
1
1
Certification
Work History
Director of Operations
Charles Schwab
Omaha, NE
12.2018 - 11.2023
- Collaborated with senior management to develop and execute long-term corporate goals and objectives.
- Oversaw day-to-day production activities of 165 associates in accordance with business objectives.
- Oversaw successful implementation of operational strategies and policies to drive organizational growth and productivity.
- Developed systems and procedures to improve operational quality and team efficiency.
- Analyzed business operations and implemented strategies to improve operational cohesiveness.
- Monitored budget and utilized operational resources.
- Mitigated business risks by working closely with staff members and assessing performance.
- Led recruiting, hiring and training of team members.
- Trained and guided team members to maintain high productivity and performance metrics.
Director of Learning and Development
TD Ameritrade
Omaha
12.2016 - 12.2018
- Collaborated with executive leadership, staff and associates to identify and address institutional challenges.
- Implemented strategies to increase knowledge, engagement and retention.
- Guided and supported staff in the development of new programs.
- Coordinated and supervised talent development advising activities.
- Led a diverse team of 20 talented individuals.
Learning and Development Senior Program Leader
TD Ameritrade
Omaha, NE
10.2015 - 12.2016
- Provided coaching and mentoring to leadership and aspiring talent.
- Trained and mentored 500+ new leaders hired to fulfill various management roles.
- Facilitated virtual, in-person and blended learning sessions.
- Conducted needs assessments to identify gaps in performance and develop targeted learning solutions.
- Coordinated training schedules across sites with supervisors and managers to optimize training initiatives and work-flow management
Senior Financial Consultant
TD Ameritrade
Omaha, NE
01.2012 - 10.2015
- Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on individual needs.
- Met with clients to discuss assets, expenses, and long-term and short-term investment goals to devise personalized financial plans.
- Cultivated and strengthened relationships with new clients and educated clients on account services and capabilities.
Senior Territory Sales Manager
American Medical Systems
Corpus Christi, TX
05.2009 - 12.2012
- Monitored customer buying trends, market conditions, and competitor actions to adjust strategies and achieve sales goals.
- Exceeded sales goals and service targets by cultivating and securing new customer relationships.
- Communicated regularly with territory, regional, and strategic managers for daily support and strategic planning for accounts.
- Analyzed sales data to identify areas for territory improvement and implemented strategies to maximize sales growth.
- Established successful account relationships by building rapport and maintaining consistent communication.
Escalations Specialist, Compliance
TD Ameritrade
Omaha, NE
10.2005 - 07.2008
- Resolved customer complaints quickly and professionally to restore customer confidence and prevent loss of business.
- Followed up on customer interactions to maintain customer communication and successfully close resolved issues.
- Learned and followed customer service policies and procedures to meet organizational and industry standards.
Education
MBA - Marketing
University of Minnesota - Twin Cities
Minneapolis, MN2008
Bachelor's - Marketing
University of Nebraska - Lincoln
Lincoln, NE2005
Skills
- Teamwork and Collaboration
- Business Management
- Process Improvement
- Strategic Planning and Execution
- Revenue Generation
- Performance Analysis
- Employee Development
- Change Management
- Hiring and Onboarding
Certification
- Series 7, 66, 24 Licenses - 2012-Current
Timeline
Director of Operations
Charles Schwab
12.2018 - 11.2023
Director of Learning and Development
TD Ameritrade
12.2016 - 12.2018
Learning and Development Senior Program Leader
TD Ameritrade
10.2015 - 12.2016
Senior Financial Consultant
TD Ameritrade
01.2012 - 10.2015
Senior Territory Sales Manager
American Medical Systems
05.2009 - 12.2012
Escalations Specialist, Compliance
TD Ameritrade
10.2005 - 07.2008
MBA - Marketing
University of Minnesota - Twin Cities
Bachelor's - Marketing
University of Nebraska - Lincoln