Kevin Stephison

Directed operations for RIA, managing $1.1B AUM and $4.3M annual revenue.

• Led 14-person team serving over 300 high-net-worth clients with comprehensive oversight.
• Reduced client service response time by 75% through workflow optimization.
• Enhanced data collection accuracy and billing efficiency by 25%, shortening billing cycle by 30 days.
• Researched fee structure changes to better align pricing with service delivery.
• Instituted feedback programs and initiatives, decreasing turnover from 40% to 15%.
• Implemented KPI tracking system, achieving 20% increase in operational effectiveness year-over-year.
• Streamlined operational workflows to improve efficiency and ensure compliance with regulations.

Achieved 36% revenue growth by leading operational transformation, scaling multi-location business from $1.8M to $2.4M.

• Drove $600K revenue increase through strategic expansion into Ann Arbor and Saginaw markets with full P&L responsibility.
• Reduced operating expenses by 15% in Year 1 and 10% in Year 2 through strategic vendor negotiations.
• Developed SharePoint document management system for seamless integration of client records, compliance tracking, and payroll processing.
• Improved response times by 30% through development of proprietary mobile dispatch and driver application.
• Implemented Paylocity HRIS, enhancing HR operational efficiency by 40%.
• Achieved MIOSHA Ambassador Status for exceeding safety requirements with comprehensive COVID-19 response plan.
• Managed six direct reports, overseeing operations of 50+ employees across Michigan markets.

Established operational infrastructure for startup international repatriation services in regulated shipping industry.

• Scaled agent network by 400%, achieving coverage across all 50 states and international markets.
• Generated revenue growth from startup to $275K in Year 1 and $1M in Year 2.
• Launched international services three years ahead of plan through regulatory compliance expertise.
• Developed insurance, translation, and embassy services divisions, increasing revenue by 10%.
• Ensured 100% regulatory compliance across complex federal, state, and international requirements.
• Created comprehensive policies and procedures for nationwide agent network and customer service operations.

Spearheaded operational restructuring during critical business transformation, enhancing compliance and efficiency.

• Identified inefficiencies and implemented processes, resulting in annual savings of $100K.
• Conducted quarterly contract audits and root cause analysis, achieving audit scores improvement from 70% to 100%.
• Reduced employee turnover by 35% through comprehensive training programs and performance management initiatives.
• Developed scalable training program using train-the-trainer methodology to ensure effective knowledge transfer.
• Implemented GPS tracking system for fleet operations, enhancing maintenance scheduling and client response times.
• Contributed to 20% revenue growth through improved operational workflows and client service enhancements.

• Managed operations across three facilities generating $3M in annual revenue.
• Executed five-year recovery plan achieving 25% year-over-year revenue growth.
• Developed preneed insurance policy tracking system and annual compliance calendar.
• Enhanced compliance ratings from 70% to 100% during state and federal audits.
• Directed capital improvement projects totaling over $500K, delivered on time and under budget.
• Oversaw cash flow management, financial reporting, and CPA audit coordination.
• Liaised with government agencies, supervising annual CPA and state preneed audits.
• Instituted comprehensive human resources functions for up to 20 employees.