Jefferson Cheshier
Spicewood,TX
Summary
Relationship-focused, performance-driven way-maker, people connector and servant with 26 years of experience aligning clients, prospects, partners and internal constituents with business goals, objectives, strategies and tactics. Passionate about applying excellent organization and communication skills to identify and align priorities and approach to pursing and achieving outcomes that benefit all involved parties. Seasoned individual well-versed in needs-based consulting to drive results based on overall business experience and sound judgment. Highly-focused and curated LinkedIn presence with nearly 1,700 followers, posts regularly generate 2,000-10,000+ impressions.
Overview
25
25
years of professional experience
Work History
VP, Retirements
NFP/RPAG
08.2007 - Current
- Developed and executed targeted business development and Institutional Client partnership/retention initiatives, leading to an expansion of the company's prospecting list, client base, partner base and services sold to existing clients.
- Represented Company at wide variety of Industry, Client and Partner events, strengthening relationships and developing prospects.
- Led cross-selling efforts within the organization.
- Tracked sales data to assess trends and make proactive strategy changes.
- Facilitated regular team meetings to discuss challenges, successes and strategies.
- Maintained open lines of communication between internal departments and external contacts, fostering strong working relationships across all parties involved in account management efforts.
- Coordinated cross-functional teams to ensure seamless execution of projects, resulting in satisfied clients and expansion of existing client business.
- Efficiently resolved sales, service and account issues to maximize customer satisfaction.
- Increased client satisfaction by effectively managing national accounts and addressing customer concerns in a timely manner.
- Communicated business performance, forecasts and strategies to senior leadership.
- Served on numerous Committees within National Association of Plan Advisors.
- Drove evolution of internal culture of positivity and optimism within the organization through servant leadership, leading to elevated client, partner and employee satisfaction and significantly improved client retention.
President, CEO
Mesquite Realty & Development
11.2005 - 08.2007
- Planned and executed all aspects of the development and sale of a 1-acre waterfront property into a 4,200 sq ft home
National Accounts Coordinator
Invesco
11.1998 - 11.2005
- Responsible for executing/maintaining sales agreements, driving sales and creating wholesaler opportunities at 23 Independent Broker Dealers
- Tracked sales data to assess trends and make proactive strategy changes.
- Brought lapsed accounts back to active status and providing additional revenue.
- Facilitated regular client meetings to discuss challenges, successes and strategies.
Education
MBA - Business
The University of Texas
San Antonio, TX08.2005
Bachelor of Science - Kinesiology, Business
The University of Texas
Austin, TX12.1998
Skills
- New Business Development
- Relationship Development,Growth
- Channel Management
- Departmental Coordination
- Team Culture Building
- Conference Planning, Coordination
- Service Delivery Oversight
- Marketing expertise
Timeline
VP, Retirements
NFP/RPAG
08.2007 - Current
President, CEO
Mesquite Realty & Development
11.2005 - 08.2007
National Accounts Coordinator
Invesco
11.1998 - 11.2005
MBA - Business
The University of Texas
Bachelor of Science - Kinesiology, Business
The University of Texas