Holly Bevan
Ankeny,IA
Summary
Accomplished leader with a proven track record at Principal Financial Group Inc, adept in strategic planning and people management. Excelled in fostering high-performance teams, enhancing operational efficiency, and spearheading growth initiatives. Demonstrated expertise in budget management and cross-functional team leadership, achieving significant improvements in productivity and profitability.
Overview
27
27
years of professional experience
Work History
Director
Principal Financial Group Inc
01.2024 - Current
- Developed high-performing teams by providing mentorship, guidance, and opportunities for professional growth.
- Enhanced team collaboration through regular communication, goal setting, and performance evaluations.
- Established a culture of continuous improvement by fostering open communication channels and empowering employees to voice their ideas.
- Cultivated a positive work environment that fostered employee engagement, increased retention rates, and boosted overall team morale.
- Managed budgets effectively to ensure optimal use of resources while maintaining financial stability.
- Strengthened internal controls by reviewing existing policies and procedures, ensuring compliance with regulatory requirements.
- Facilitated cross-functional collaboration for improved decision-making processes within the organization.
- Improved project efficiency with strategic planning, resource allocation, and time management practices.
- Optimized staff performance by designing comprehensive training programs tailored to individual needs.
- Proactively identified potential risks and implemented mitigation strategies to minimize negative impacts on projects or business operations.
- Implemented business strategies, increasing revenue, and effectively targeting new markets.
- Cultivated high-performance executive team, selecting and mentoring candidates for key leadership roles.
- Spearheaded successful product launches that resulted in increased brand visibility and customer acquisition.
Senior Manager
Principal Financial Group Inc
05.2005 - 12.2023
- Provided strong leadership to enhance team productivity and morale.
- Led cross-functional teams to achieve project milestones and deliver high-quality results.
- Established strong relationships with clients and stakeholders, ensuring long-term partnerships and repeat business.
- Improved team performance by providing comprehensive training and fostering a collaborative work environment.
- Managed large-scale projects and introduced new systems, tools, and processes to achieve challenging objectives.
- Mentored junior staff members for skill development and career progression within the organization.
- Achieved operational excellence by streamlining processes and implementing best practices.
- Conducted performance evaluations, compensations and hiring to maintain appropriate staffing requirements.
- Implemented innovative solutions to overcome challenges, leading to enhanced productivity levels.
- Promoted a culture of continuous learning through regular workshops, seminars, and training sessions for staff.
- Championed process improvement initiatives that led to significant cost savings without compromising on quality standards.
- Consolidated vendors and renegotiated contracts to optimize costs.
- Managed budgets effectively, achieving financial objectives while maintaining strict control over expenditures.
- Oversaw expansion into new markets, conducting market research and adapting strategies to meet local needs.
- Negotiated high-value contracts with new suppliers, securing better pricing and terms, which improved profit margins.
Senior Portfolio Analyst
Franklin Templeton Investments
01.1998 - 12.2000
- Participated actively in regular Investment Committee meetings, presenting findings from ongoing research initiatives and discussing implications on current holdings.
- Optimized asset allocation strategies for improved risk-adjusted returns through rigorous quantitative modeling.
- Implemented process improvements to enhance data management capabilities, resulting in better insights for informed decisionmaking.
- Contributed to the development of investment policy statements, providing guidance on overall portfolio strategy and objectives.
- Enhanced portfolio performance by conducting thorough research and analysis on investment opportunities.
- Coordinated with financial advisors to develop long-term investment strategies.
- Evaluated performance of existing investments and adjusted accordingly.
- Researched macroeconomic, industry and company-specific data to inform investment decisions.
- Generated comprehensive reports on portfolio performance and risk assessment.
- Participated in client meetings to discuss financial analysis and investment strategies.
- Assisted in preparation of presentations, data tables and other documents for investor meetings.
- Collaborated with account executives to align investment strategies.
- Assisted Portfolio Managers with due diligence and portfolio maintenance.
- Facilitated portfolio performance review and implemented new strategies.
- Mentored junior analysts, promoting professional growth and continuous improvement in their work quality.
Education
MBA - International Management - Trade And Finance
Middlebury Institution of International Studies
Monterey, CA05-1993
Bachelor of Arts - International Business And Economics
Wartburg College
Waverly, IA05-1991
Skills
- Strategic Planning
- Verbal and written communication
- People Management
- Operations Management
- Budget Management
- Issues Resolution
- Contract and Vendor Management
- Cross-functional team leadership
- International business
- Teamwork and Collaboration
- Process Improvements
- Operations Oversight
Timeline
Director
Principal Financial Group Inc
01.2024 - Current
Senior Manager
Principal Financial Group Inc
05.2005 - 12.2023
Senior Portfolio Analyst
Franklin Templeton Investments
01.1998 - 12.2000
MBA - International Management - Trade And Finance
Middlebury Institution of International Studies
Bachelor of Arts - International Business And Economics
Wartburg College