Kim Ashcraft
409 East Kingston Ave Charlotte,NC
Summary
Results-driven leader specializing in business strategy and sales execution, with a strong track record in team development and coaching. Demonstrates exceptional adaptability and consultative skills. Recognized for excellence in communication, enhancing collaboration and productivity. Aims to leverage these competencies to drive growth and innovation in future roles.
Overview
28
28
years of professional experience
Work History
Founder
Excelerate Consulting
10.2016 - 06.2020
- Facilitated results-driven coaching for professionals seeking higher responsibility and financial growth.
- Directed a corporate-wide implementation of new sales system for T. Rowe Price.
- Trained RMs to adopt advanced consultation techniques at LPL Financial.
- Designed an annual client review process for trust officers at Amegy Bank for cross-sell opportunities.
- Collaborated with 30+ wealth managers developing individual value propositions for client connectivity and rapport at California Bank & Trust.
SVP, Institution Services Business Consulting
LPL Financial
07.2012 - 10.2016
- Managed team of Growth Consultants generating $400 million in annual channel revenue.
- Guided team in developing and executing strategic plans with C-suite leaders to boost investment program income.
- Directed creation and implementation of innovative business consulting approach.
Founder
The 180 Wholesaler
01.2008 - 08.2012
- Collaborated with prominent asset managers and insurance carriers to deliver tailored training solutions.
- Developed customized initiatives to rapidly increase salesforce efficiency and revenue.
VP, Strategic Sales Consulting
Lincoln Financial Distributors
01.2004 - 01.2008
- Created and managed continuous training programs for LFD sales force and key account team, encompassing 600 individuals.
- Created exclusive program to recruit top sales talent from various sectors.
- Established Wholesaler Institute, designed to convert internal wholesalers into effective external wholesalers.
VP, National Sales Manager
Lincoln Financial Distributors
01.2001 - 01.2004
- Led team of 14 sales professionals to secure increased selling agreements with banks.
- Collaborated to onboard five new banking clients, including BOA, driving a 250% expansion in market potential.
VP, Regional Sales and Marketing
Lincoln Financial Distributors
01.1999 - 01.2001
- Secured cumulative sales exceeding $300 million.
- Surpassed sales milestone with $130 million revenue in 2000.
Regional Director
Van Kampen Funds
01.1992 - 01.1999
- Delivered cumulative sales growth totaling $500 million.
- Recognized as Rising Star 1995.
- Recognized as Top Internal 1994
Education
B.A. - Business Management
University of Tampa
Tampa, FLSkills
- Leadership
- Organizational communication
- Problem-solving
- Logical reasoning
- Training and mentoring
- Client-focused
- Flexible
- Adaptable
- Resourceful
- Approachable
- Dependable
References
References available upon request.
Timeline
Founder
Excelerate Consulting
10.2016 - 06.2020
SVP, Institution Services Business Consulting
LPL Financial
07.2012 - 10.2016
Founder
The 180 Wholesaler
01.2008 - 08.2012
VP, Strategic Sales Consulting
Lincoln Financial Distributors
01.2004 - 01.2008
VP, National Sales Manager
Lincoln Financial Distributors
01.2001 - 01.2004
VP, Regional Sales and Marketing
Lincoln Financial Distributors
01.1999 - 01.2001
Regional Director
Van Kampen Funds
01.1992 - 01.1999
B.A. - Business Management
University of Tampa
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