Bob Palmer
Windsor,CA
Summary
Talented leader with 25 plus years of industry experience. Highly skilled at handling all types of issues successfully. Known for effective problem-solving and goal-oriented planning. Applying independent decision-making skills and sound judgment to positively impact company success.
Overview
28
28
years of professional experience
1
1
Certification
Work History
Senior Managing Partner
New York Life & NYLIFE Securities
06.1996 - 12.2023
- Achieved high team performance by implementing effective management strategies and fostering a collaborative work environment.
- Exceeded revenue targets through strategic planning, market analysis, and resource allocation.
- Cultivated strong client relationships with tailored solutions, leading to long-term partnerships and repeat business.
- Developed high-performing teams through targeted recruitment, regular training, and ongoing mentorship.
- Managed multimillion-dollar budgets with precision, reducing costs without sacrificing quality or performance.
- Implemented robust risk management strategies to safeguard company assets while maintaining an entrepreneurial culture.
- Fostered cross-functional collaboration on key initiatives, breaking down silos between departments for improved overall performance.
- Delivered impactful presentations to internal stakeholders and external partners alike, articulating the value of company offerings with clarity and conviction.
- Established a track record of meeting aggressive deadlines under high-pressure situations by employing efficient time management techniques.
- Negotiated favorable contracts with suppliers/vendors for reduced costs without compromising on quality or delivery timelines.
- Oversaw firm's day-to-day administrative operations, provided guidance to support staff and enforced compliance with state, federal, and local regulations across organization.
- Established firm's financial strategy by adequately distributing funds across company, monitoring monthly budget and evaluating results.
- Negotiated contracts with partners to give equitable terms to all parties.
Education
Bachelor of Science - Business Administration And Management
California State University Sacramento
Sacramento, Ca03.1983
Skills
- Change Management
- Resource Allocation
- Risk Assessment
- Strategic Leadership
- Budget Planning
- Talent Recruitment
- Mentoring and Coaching
- Operational Excellence
- Performance Measurement
- Sales Strategy
- Team Building
- Verbal and Written Communication
Certification
- Licensed California Life, Health & Disability
- Series 7/63/24
Timeline
Senior Managing Partner
New York Life & NYLIFE Securities
06.1996 - 12.2023
Bachelor of Science - Business Administration And Management
California State University Sacramento
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