Versatile and results-driven organizational development professional with a track record of driving change management and revitalization in an accelerated business growth environment. Proven success in optimizing organizational talent, productivity, and efficiency to achieve financial performance objectives. Recognized as a poised and persuasive communicator and presenter. Passionate about making a difference in strategic planning, operations, client services, employee and organizational development, education and training, employee relations, and performance management.
Overview
31
31
years of professional experience
Work History
Director of Client Services & Operations
360 Investment & Retirement Advisory
09.2016 - Current
Play a key role in strategic revenue growth from $34MM in combined Assets Under Management(AUM) and various growth annuity contracts to $75MM currently
Maintain client retention and satisfaction which is proven in excelled growth from $34MM to $75MM in managed money
Annual strategic business planning and marketing research
Manage 13 remote advisors annual seminar events across the country
Successful at prospecting for key targeted prospects and booking appointments for advisors
Successful at follow-up for key targeted prospects in order to close business
Onboarding of new clients
Servicing all existing clients with a fast, friendly and helpful responses
CRM conversion and integration
Two marketing platform conversions
Developed automated marketing drip campaigns for clients and prospects
Create and manage all office Standard Operating Procedures (SOP)
Create and manage all marketing and prospecting SOPs
Manage office staff to maintain daily office operations and client satisfaction
Interview, hire and onboard office staff to manage daily office operations.
Organized daily workflow and assessed appropriate staffing to provide optimal service.
Handled complaints, provided appropriate solutions, and alternatives within appropriate timeframes and followed up to achieve resolution.
Managed existing and developed new client relationships, identifying risk, and growth opportunities.
Encouraged creative thinking, problem solving and empowerment as part of facility management group to improve morale and teamwork.
Director of Human Resources
MOM365
02.2015 - 05.2015
Managed National Recruiting – one team lead and eight recruiters
Implemented People Soft assessment testing in iCIMS, HRIS system
Developed standard operating procedures for Recruiting Team which included completion of manual instructions and procedures, training, Recruiter sign off and iCIMS improvements
Presented Recruiting improvement plans and progress to CEO, CFO, CPO and Vice President of Sales
Created short term and long term company leave definitions and procedures company wide – this included new process and tracking system for the Benefits Team to prepare for any future audits
Responsible for all company employee relations across the country
Presented, trained and counseled Regional & District Sales Managers, Trainers and Plant Supervisors daily on various employee relations
Created mid term and long term Human Resource plans which included: training, hiring, staffing, policy & procedure updates.
Maintained "open door" policy to encourage employee communications and resolution of issues.
Coordinated and worked with management on performance evaluations, supervisory practices, dispute resolution, and employee accountability.
Collaborated on hiring and training of new employees, professional growth of staff and team building and motivation.
Designed and implemented region-wide recruitment, behavior-based interviewing and skill matching procedure, decreasing employee turnover.
Conducted investigations and assisted with handling employee complaints involving Affirmative Action and EEOC to promote equitable workplace.
Participated at strategic and operational level to develop and strengthen human resources services, relationships and mission.
Recommended appropriate resolutions to employee relations concerns and handled disciplinary issues and investigations of misconduct.
Managed other HR staff and oversaw completion of tasks and initiatives.
Business Consultant
Evale Services
01.2015 - 01.2015
Created scope of work based on needs of Evale Services
Created short term and mid term marketing plans to increase Evale clientele and revenue
Conducted marketing research on target market with geographic focus
From research findings created marketing strategy & plan with sales approach recommendations presented to CEO and CFO to promote Evale Services.
Vice President Strategic Business Growth
Optima Graphics, Inc.
11.2013 - 10.2014
Scope of this new position was to grow into markets outside of the Trade Show niche
Ultimately, an entrepreneurial spirited position to gain new customer types with the long term goal to substantially increase sales by $20M in five years
Conducted and analyzed market research to identify potential sales opportunity within the architectural and retail market segments
Developed New Business Strategy and Marketing Strategy in support of market research findings
Researched and gathered prospecting account lists
Developed appropriate messaging for related marketing collateral, specifically: website, email marketing, brochures and a product catalog
Developed and conducted sales presentations to new business prospects
Spearheaded RFI and RFP development
Project manager on all new business projects to ensure total quality and customer support
Generated $500,000 in project quotes and closed $200,000 in new revenue within six months
Maintained IT programming role over the entire organization's customized SQL Database(s)
This included maintaining clear and effective communications with overseas vendor in the Philippines.
Collaborated with senior management to develop strategic initiatives and long term goals.
Used market insights to capitalize on key business opportunities for new advantageous partnerships.
Aligned organizational objectives with company mission to increase business growth and integrate work strategies.
Devised and presented business plans and forecasts to board of directors.
Formulated and executed strategic initiatives to improve product offerings.
Analyzed industry trends and tracked competitor activities to inform decision making.
Initiated strategy to drive company growth and increase market share and profitability.
Vice President Manufacturing & Gen. Admin.
Optima Graphics, Inc.
10.2012 - 10.2013
Scope of these positions included the leadership of the Manufacturing Operations over three shifts, six days a week, 150 employees including 10 key managers as direct reports
This role also included management of the Information Technology & Programming functions of the business for customized SQL Databases and the administration of all Human Resource affairs company wide
Played a pivotal role in process improvements, client satisfaction and business retention through quality control enhancements and meeting less than 24hr
Throughput demands on a daily basis with the result of nearly 100% customer satisfaction
Improved on-time delivery by 70% over previous years
Reduced rework from 7% to 3%
Reduced waste over several instituted Standard Operating Procedures (SOP) which resulted in a yearly savings from $100-250K yearly
Elevated customer satisfaction from 92% to 98%
Used root-cause and Kaizen analysis to identify problematic areas that needed improvements
Established SOP's for the print, inspection and finishing processes
Managed capital budgets up to $2M.
Identified opportunities to improve business process flows and productivity.
Increased company growth through collaboration with sales and marketing departments.
Employed optimal safety practices to reduce worksite complaints and hazards.
Demonstrated proficient leadership skills to motivate employees and build competent teams.
Collaborated with senior management to develop strategic initiatives and long term goals.
Aligned organizational objectives with company mission to increase business growth and integrate work strategies.
Developed program to promote new managers from within, building and maintaining cohesive leadership structure.
Formulated and executed strategic initiatives to improve product offerings.
Led recruitment and development of strategic alliances to maximize utilization of existing talent and capabilities.
Managed financial, operational and human resources to optimize business performance.
Directed technological improvements, reducing waste and business bottlenecks.
Devised and presented business plans and forecasts to board of directors.
Created succession plans to provide continuity of operations during leadership transitions.
Communicated business performance, forecasts and strategies to investors and shareholders.
Established and maintained strong relationships with customers, vendors and strategic partners.
Vice President Manufacturing, HR & Gen. Admin.
Optima Graphics, Inc.
01.2008 - 09.2012
Scope of these positions included the leadership of the Manufacturing Operations over three shifts, six days a week, 150 employees including 10 key managers as direct reports
This role also included management of the Information Technology & Programming functions of the business for customized SQL Databases and the administration of all Human Resource affairs company wide
Played a pivotal role in process improvements, client satisfaction and business retention through quality control enhancements and meeting less than 24hr
Throughput demands on a daily basis with the result of nearly 100% customer satisfaction
Improved on-time delivery by 70% over previous years
Reduced rework from 7% to 3%
Reduced waste over several instituted Standard Operating Procedures (SOP) which resulted in a yearly savings from $100-250K yearly
Elevated customer satisfaction from 92% to 98%
Used root-cause and Kaizen analysis to identify problematic areas that needed improvements
Established SOP's for the print, inspection and finishing processes
Managed capital budgets up to $2M.
Director of Human Resources & Gen. Admin.
Optima Graphics, Inc.
04.1997 - 12.2001
The scope of this position encompassed all Customer Service, Human Resources, Information Technology & Purchasing functions company-wide; during a heightened and compounded annual growth rate of 20-26%
Streamlined Customer Service function to expedite customer response time while reducing order process errors which resulted in quality improvement from 11% rework rate to 3%
Created New Business position to educate and develop strong business relationships which resulted in business retention and increased sales in upwards of $250K yearly
Created, conducted and analyzed customer satisfaction survey implementing products and service improvements to drive customer retention which elevated customer satisfaction from 92% to 98%
Key contributor to ongoing business strategy and necessary performance initiatives in all areas of the business in order to reach yearly financial business goals
Implemented standard recruiting, hiring and on-boarding process across the organization
Recruited, interviewed and selected talent for management, supervisory and staff roles
Developed and spearheaded employee training courses across all levels of the organization
Created job descriptions with defined experience levels / bands
Negotiated employee benefit plans with appropriate vendors for the most competitive rates and beneficial package for Optima employees
Implemented and trained a formal performance structure and evaluation complete with company and departmental goals
Implemented a formal tiered incentive plan for all Managers and Supervisors
Published bi-monthly company newsletter to all company employees
Defined and implemented formal company employment policy
Managed and organized all employee engagement functions and surveys
Sourced and qualified vendors; negotiated pricing and terms for materials and services – various contracts above million dollar expenditures
Upgraded the business network infrastructure and database platform(s) including telecommunications in order to maintain and allow for escalating business growth.
Director of Customer Service & Marketing
Optima Graphics, Inc.
01.1994 - 03.1997
Designed and launched client and prospect databases for promotional use
Planned and orchestrated new product, sales/service presentations and events
Managed two yearly trade show events with more than 100 customer attendees daily
Developed effective marketing tools such as: brochures, product books, direct mail pieces, email campaigns, videos and made recommendations for website(s)
Helped organize and present at all Sales Development training
Managed the Customer Service and Art/Pre-Flight Departments of 14 employees
Developed SOP's for account management and order processing
Managed a Marketing staff of two employees
Recruited, hired and trained all Service and Marketing employees
Traveled quarterly and conducted sales calls.
Education
Masters Business Administration - Business Management
Maryville University
St. Louis, MO
Bachelor of Science - Business Administration
Southeast Missouri State University
Cape Girardeau, MO
Skills
Financial Acumen
Human Resources Management
Employee Development
Training and Development
Contract Negotiation
Teamwork and Collaboration
Staff Development
Documentation And Reporting
Staff Training
Negotiation and Conflict Resolution
Written Communication
Recruiting and Hiring
Leadershipandaffiliations
Emerging Leaders Association – Southeast Missouri State University
Southeast Missouri Marketing Association – Southeast Missouri State University
Coordinator for Teeters for Tots Fundraiser – Southeast Missouri State University
Volunteer at Immaculate Conception Church & School – O'Fallon, MO
Volunteer at Saint Dominic High School - O’Fallon, MO
References
Available upon request
Training
Microsoft Dynamics CRM
SQL (Custom applications)
ICIMS & PeopleSoft HRIS systems
Human Resource Professional Training: FMLA, ADA, Workman's Compensation, Short Term Disability, Long Term Disability, General MO & Federal Employment Law, Training the Trainer and Servant Leadership
Timeline
Director of Client Services & Operations
360 Investment & Retirement Advisory
09.2016 - Current
Director of Human Resources
MOM365
02.2015 - 05.2015
Business Consultant
Evale Services
01.2015 - 01.2015
Vice President Strategic Business Growth
Optima Graphics, Inc.
11.2013 - 10.2014
Vice President Manufacturing & Gen. Admin.
Optima Graphics, Inc.
10.2012 - 10.2013
Vice President Manufacturing, HR & Gen. Admin.
Optima Graphics, Inc.
01.2008 - 09.2012
Director of Human Resources & Gen. Admin.
Optima Graphics, Inc.
04.1997 - 12.2001
Director of Customer Service & Marketing
Optima Graphics, Inc.
01.1994 - 03.1997
Masters Business Administration - Business Management