Darla Carolyn McKinley

Co-founder of a wealth management firm offering all financial planning services, including qualified and non-qualified funds. Principle role is the end to end management of the client relationship.

• Prospecting and determining qualified clients to introduce to firm's financial advisors.
• Developing marketing materials and outreach programs.
• Onboarding new clients via multiple avenues such as application processes and information gathering.
• Responsible for ensuring that all proposed products and services are accepted and funded by client.

Overall sales, service and operations of a contract food service company servicing school districts and private schools for a 14 state territory defined as the West Region which had severely underperformed for many years.

• Brought all operations, sales and service metrics up to a minimum of expected performance within first 12 months, exceeding most metrics significantly.
• Created a large team of highly motivated employees positioned to win in a very competitive market place.
• Exceeded timelines of expected performance by 24 months.

Senior executive (top 1%) with a robust career managing large organizations of sales, service and operations across all aspects of the customer facing financial landscape.

• Managed organizations responsible for the retail banking centers, from worst performing in country to best performing in 18 months.
• Developed and implemented national programs to improve sales, service and operations performance for 6000 banking centers.
• Designed a manager coaching model for Consumer Bank, ultimately becoming the coaching program for the enterprise.
• Created strong relationship for success with legal teams across HR, risk, compliance, and regulatory.

Managed acquisition and retention sales teams across 5 states in the telecommunications industry.

• Known to accept the roles others considered too risky, due to the severe current underperformance of the team.
• With no exception, improved performance to be the top performing team month over month.
• Capabilities included but not limited to, near zero manager attrition, effective public speaking, solving complex issues and employee conflicts, expert negotiation and relationship building skills.