Beverly Howdeshell
Financial Services Leader
St Louis,MO
Summary
Experienced Financial Services Executive with over 20 years industry experience. Proven leader, building vibrant teams, developing and executing business strategies to achieve firm goals. Documented strengths in building and maintaining relationships with diverse range of stakeholders in dynamic, fast-paced settings.
Overview
23
23
years of professional experience
Work History
Financial Services Leader
Edward Jones
10.2012 - Current
- Success in business strategy execution through matrix teams, leveraging systems thinking, coaching influence, EQ, data analysis, accountability focus, direct experience with financial advisors and clients.
- Recruited, interviewed, hired and trained 200+ employees and implemented mentoring program to promote positive feedback and engagement.
- Worked with clients to develop financial planning strategies and solutions through evaluation of finances.
- Identified improvement changes regarding key processes for internal controls and accounting procedures.
- Developed metrics for Client objectives, supporting key Wealth Management transformation results.
- Built and deepened productive relationships with prospective and competitive customers to drive sustained growth.
- Coordinated workshops for employees to better understand company mission, streamlining daily activities and aligning worker and company priorities.
- Created and implemented new training initiatives such as online modules, interactive software, language labs and online programs, assuring continuous training to employees to promote long-term excellence.
- Helped organizations refocus vision, mission and brand to improve efficiency and performance.
- Boosted accountability and growth by enhancing processes based on performance reporting, benchmarks and objectives.
Director of Selection
Northwestern Mutual
11.2011 - 10.2012
- Spearheaded operations of 12 business development executives charged with all aspects of recruitment functions.
- Worked with recruiting teams and human resources representatives to accomplish hiring objectives.
- Reviewed resumes and employment applications and interviewed applicants to evaluate work history and other qualifications.
- Established and maintained contacts with schools, employment agencies and other public organizations to find and attract applicants.
- Adhered to corporate branding requirements when filling positions.
Market Director
Combined Insurance
11.2010 - 11.2011
- Achieved sales goals and service targets by cultivating and securing new customer relationships.
- Built relationships with customers and community to establish long-term business growth.
- Collaborated with upper management to implement continuous improvements and exceed team goals.
- Managed accounts to retain existing relationships and grow share of business.
- Exceeded sales quotas and increased profitability through effective sales strategy and business planning.
- Coordinated staff sales meetings to discuss developmental strategy, best practices and process improvements.
Lead Management Director
MetLife
11.2009 - 11.2010
- Responsible for developing strategy, goals, and systems for our book of business including clients unattached to a financial advisor and smaller, less responsive clients, across four states.
- Built and led teams of top Financial Advisors leveraging new FAs to run appointments and specialty focused FAs to design and solve for client's needs
- Supported top-level decision-making and strategy planning, forging productive relationships with top leaders and serving as key advocate for various personnel issues.
- Collaborated with Leaders, top producers, management team, and Home Office for the new department.
- Increased ROI through Goals-based Advice approach
Agency Sales Director
Metlife
11.2006 - 11.2009
- Developed and led nationally recognized teams of Financial Advisors
- Set sales strategies, leveraging strategic thought, to create marketing plans tailored to their centers of influence
- Created innovative sales strategies through monitoring and evaluating market trends and competitive offerings.
- Executed strategic plans for growth and new acquisitions.
- Boosted revenue opportunities by initiating strategic sales strategies based on industry trend and competitive analysis.
- Exceeded sales goals through effective time management and resource allocations.
- Solved complex problems to increase sales effectiveness and streamline business direction.
- Developed key partnerships with industry-leading organizations to strengthen professional network and expand future business opportunities.
- Created effective marketing campaigns to reinforce branding initiatives and maximize outreach.
- Top female Agency Sales Director in the country for three consecutive years
Marketing Director
MetLife
03.2000 - 11.2006
- Developed Center of Influence program including Professional Networking, including:
- Created and implemented innovative marketing plans, developing close partnership with MetLife Bank and Division for Special Needs Kids
- Boosted brand awareness and generated leads while managing internal and external marketing campaigns and programs.
- Created innovative strategies to drive customer engagement.
- Analyzed market trends and competitive landscape to understand opportunities and potential value.
- Designed, implemented and enhanced national marketing initiatives to maximize outreach and product sales.
- Developed and presented multiple marketing plans and reports to CEO and shareholders.
Education
B.A. - Mass Communication
Lindenwood University
Advanced Management Certificate - *In Process
Washington University- Olin School of Business
FINRA
Certified Coach/Mentor
Coach U: Core Essentials
Financial Planning
Certified Financial Planner TM
Skills
- Solution Optimization
- Excellent Team Leadership
- Business Consulting
- Project Management
- Business Management Principles
- Training and Development
- Public Speaking
- Negotiation
- Financial Statements
- Leadership Development
- Communications Strategies
- Microsoft Office
Timeline
Financial Services Leader
Edward Jones
10.2012 - Current
Director of Selection
Northwestern Mutual
11.2011 - 10.2012
Market Director
Combined Insurance
11.2010 - 11.2011
Lead Management Director
MetLife
11.2009 - 11.2010
Agency Sales Director
Metlife
11.2006 - 11.2009
Marketing Director
MetLife
03.2000 - 11.2006
B.A. - Mass Communication
Lindenwood University
Advanced Management Certificate - *In Process
Washington University- Olin School of Business
FINRA
Certified Coach/Mentor
Coach U: Core Essentials
Financial Planning
Certified Financial Planner TM
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