Kalpesh Shah
18188 Clare Court, Strongsville,OH
Summary
Senior Vice President with 20+ years of experience in strategic planning, industry development, recruiting, and market expansion. Proven ability to manage cross-functional teams on concurrent projects in diverse and complex environments. Achieved growth and profit by developing a customer knowledge base.
Overview
25
25
years of professional experience
1
1
Certification
Work History
Senior Vice President – Regional Sales Manager
PNC Investment
Northern OH And Western PA
01.2015 - Current
- Supervise team of 34 financial professionals and support staff
- Consistently maintained position as a top RSM for five consecutive years in Managed Solution
- Consistently among top 10 RSM company-wide.
- Guided Financial Advisors towards meeting client satisfaction targets
- Oversee team of Financial Advisors delivering comprehensive brokerage and financial services
- Engaged in channel management meetings with over 95 branches and their regional managers
- Provided strategic leadership in human capital development
- Support corporate-sponsored initiatives, including compliance, marketing, and recognition programs.
- Managed relationships with external partners, vendors, and stakeholders to ensure successful collaborations.
Agency Sales Director
MetLife
Broadview, OH
01.2004 - 01.2015
- Ranked within the top 30 managers in 2005.
- Successfully recruited, hired, and trained new advisors to contribute to the continued success of the firm.
- Expanded operations leading to the inclusion of over 20 successful financial advisors
- Instrumental in qualifying the local firm for the 2004 and 2010 Chairman Conference.
- Worked with top producers on best practices in prospecting and market expansion.
- Implemented strategic approach to foster market expansion by aligning multiple teams
- Platinum Level 'Front Line Leader Award' (2012)
- Silver Level 'Front Line Leader Award' (2011/2010)
Sales Manager
Western & Southern Financial Group
Cleveland, OH
01.2001 - 01.2004
- Mentored, developed, and assisted in training new advisors about the company's product mix, ensuring success in high-turnover positions and increased revenue generation.
- Selected to restructure the Toledo and Cleveland offices in the areas of efficient team-building management and recruiting successful advisors.
- Member of the Field Advisory Council and liaison to the CEO and board, to develop a training program designed to increase sales and advisor development.
District Manager
The Shoe Company
Cleveland, OH
01.2000 - 01.2001
- Developed customer processes and procedures in Maryland and Virginia territories
- Reduced wasteful spending by cutting payroll by 10% and saving a notable amount.
- Researched and identified industry needs, and continued account expansion according to the company's key areas of strength and systems.
Education
Master of Business Administration (M.B.A) - International Financial Management and Marketing Management
National Institute of Management
Bachelor of Business Administration (B.B.A) - Marketing Management
National Institute of Management
LUTCF -
The American College
CLF -
The American College
Skills
- Strategic goals
- Partnership Development
- Business Development
- Recruiting and Hiring
- Staff Development
- KPI Tracking
- Strategic leadership
- Financial Management
Certification
- Series 6, 7, 24, 66
- CLTC (Certified in Long-Term Care), 2006
- Essential of Management Development Training, Gama International, 2005
- GAMA Member
Timeline
Senior Vice President – Regional Sales Manager
PNC Investment
01.2015 - Current
Agency Sales Director
MetLife
01.2004 - 01.2015
Sales Manager
Western & Southern Financial Group
01.2001 - 01.2004
District Manager
The Shoe Company
01.2000 - 01.2001
Master of Business Administration (M.B.A) - International Financial Management and Marketing Management
National Institute of Management
Bachelor of Business Administration (B.B.A) - Marketing Management
National Institute of Management
LUTCF -
The American College
CLF -
The American College
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