Summary
Overview
Work History
Education
Skills
Websites
Accomplishments
Skills Traits
Affiliations
Certification
Timeline
Generic

Shane Laufman

Piedmont,SC

Summary

Accurate Senior Analyst with exceptional teamwork, leadership and communication skills. Over 9 years of experience working on large-scale projects as well handling daily operational requests. Implementing safeguard systems. Exceptional technical understanding to meet project deadlines.

Overview

15
15
years of professional experience
1
1
Certification

Work History

Chief Strategies Officer

Scaling Elite, LLC
01.2021 - Current
  • Hired and trained executive staff
  • Led executive team on product creation, reporting analytics development, and advisory
  • Lead learning and development design for HR and sales team training resources
  • Created strategic plans and initiatives of the company which led to them making over $4 million in first year as a filed entity
  • Leveraged negotiation skills and network to obtain a private credit line of $60 million without any up-front collateral or down payment
  • Headed up legal communications and contractual writing with counsel.
  • Developed comprehensive strategies by analyzing market trends and competitive landscape to drive company growth.
  • Led cross-functional teams for successful implementation of strategic initiatives, resulting in increased revenues and market share.
  • Established key performance indicators to continuously measure the effectiveness of implemented strategies, leading to data-driven decision making.
  • Identified new business opportunities through extensive market research, increasing company''s product portfolio and customer base.
  • Optimized operational processes by leveraging technology and automation, reducing overall costs and increasing efficiency.
  • Implemented change management initiatives during organizational restructuring, ensuring smooth transition and minimum disruption to ongoing operations.
  • Collaborated with executive leadership team in setting financial targets and budget allocations, achieving fiscal responsibility across all departments.
  • Spearheaded mergers and acquisitions efforts by identifying potential targets, conducting due diligence, and negotiating favorable terms for both parties.
  • Enhanced internal communication channels by implementing transparent reporting systems, fostering a culture of collaboration and innovation.
  • Coached direct reports on leadership skills development, contributing to their professional growth within the organization.
  • Fostered a high-performance work environment by setting clear expectations and providing regular feedback on individual performance metrics.
  • Managed corporate risk by assessing potential threats to business operations and implementing proactive mitigation measures for long-term sustainability.
  • Initiated talent acquisition strategies that attracted top-tier candidates from diverse backgrounds, strengthening the overall skill set of the organization.
  • Streamlined project management practices for improved resource allocation across multiple simultaneous projects without compromising quality or timelines.
  • Influenced key stakeholders to obtain buy-in for strategic initiatives, securing necessary resources and support.
  • Analyzed customer data and global trends to predict future market demands, driving product innovation and development efforts accordingly.
  • Delivered insightful presentations to the Board of Directors on the progress of strategic projects, ensuring transparency and accountability throughout the organization.
  • Established and maintained strong relationships with customers, vendors and strategic partners.
  • Managed financial, operational and human resources to optimize business performance.
  • Represented organization at industry conferences and events.
  • Collaborated with legal, accounting and other professional teams to review and maintain compliance with regulations.
  • Formulated and executed strategic initiatives to improve product offerings.
  • Led recruitment and development of strategic alliances to maximize utilization of existing talent and capabilities.
  • Monitored key business risks and established risk management procedures.
  • Created succession plans to provide continuity of operations during leadership transitions.
  • Devised and presented business plans and forecasts to board of directors.
  • Maintained P&L and shouldered corporate fiscal responsibility.
  • Oversaw divisional marketing, advertising and new product development.
  • Directed technological improvements, reducing waste and business bottlenecks.

President Of Learning and Development

Rise 2 Succeed
05.2020 - Current
  • Streamlined organizational processes by evaluating current systems and implementing improvements.
  • Increased customer satisfaction through continuous improvement initiatives and excellent customer service.
  • Implemented robust financial controls to increase transparency, reduce risk, and optimize resource allocation.
  • Inspired innovation by creating an environment that encouraged creative thinking and problem-solving capabilities.
  • Influenced key stakeholders through effective communication strategies that garnered support for critical projects.
  • Launched new products successfully into the market after meticulous research, planning, and marketing campaigns.
  • Adopted cutting-edge technologies to improve productivity levels within the organization.
  • Cultivated strong relationships with external partners to foster collaboration and maximize resources.
  • Reduced operational costs through strategic cost management initiatives.
  • Represented organization at industry conferences and events.
  • Formulated and executed strategic initiatives to improve product offerings.
  • Created succession plans to provide continuity of operations during leadership transitions.
  • Directed technological improvements, reducing waste and business bottlenecks.

Lead Brokerage Facilitator

Wells Fargo Advisors & Asset Management
01.2017 - 02.2021
  • Develop and Facilitate learning modules averaging 5-45 team members per class
  • Series 7, Credit Course, IRAs, Investment Banking, Brokerage Services, Securities Trading, Customer Service, Human Resources, and LinkedIn
  • Train |Facilitate staff on products, compliance, software, and best practices according to their role
  • Develop Excel spreadsheets, calculators, and training materials for the division
  • NUA Calculator, PRM, Student Content Management
  • Chief Officer of SVT and data analytics.
  • Increased participant engagement by incorporating interactive activities and group discussions into sessions.
  • Enhanced program effectiveness by collaborating with colleagues to review and revise curriculum content regularly.
  • Delivered high-quality training sessions, ensuring participants developed a thorough understanding of the subject matter.
  • Contributed to improved team performance by facilitating workshops on communication, collaboration, and problem-solving techniques.
  • Fostered an inclusive learning environment by addressing diverse needs and adapting facilitation techniques as needed.
  • Developed customized training materials, enhancing participant comprehension and retention of key concepts.
  • Assisted in the design of evaluation tools to measure program success and inform future improvements.
  • Provided constructive feedback to participants during debriefing sessions, fostering personal growth and skill development.
  • Collaborated with subject matter experts to develop accurate, relevant content for delivery at industry conferences or professional development events.
  • Led virtual training sessions using web-based platforms while maintaining high levels of participant interaction and engagement throughout the event duration.
  • Evaluated participant progress through ongoing assessments to ensure mastery of course objectives before concluding each session.
  • Served as a resource for trainees post-session completion by providing follow-up support via email or phone consultations.
  • Advanced internal staff development through the creation of tailored workshops addressing specific company-wide challenges or goals.
  • Maintained current knowledge of industry trends and best practices by attending professional development events, staying informed on new facilitation methods, and adapting them to the unique needs of clients.
  • Used diverse teaching materials and motivational approaches to reduce learning gaps and instruct students.
  • Identified areas in need of improvement and implemented solutions.
  • Devised and deployed systems for tracking enrollment, corse completion, course retake, and role integration success data.
  • Used mediation techniques to facilitate communication between disputants, to further parties' understanding of different perspectives and to guide parties toward mutual agreement.
  • Prepared written opinions or decisions regarding cases.

Quality Control Manager

Weedman Lawncare
06.2013 - 07.2016
  • Enhanced product quality by implementing rigorous inspection procedures and standardized testing protocols.
  • Reduced production defects by closely monitoring service implementation processes and providing timely feedback to Sr. Level management teams.
  • Developed comprehensive training programs for new quality control team members, ensuring consistent performance across the board.
  • Collaborated with cross-functional teams to identify potential areas of improvement in production processes, leading to enhanced product quality.
  • Implemented data-driven decision-making strategies, enabling more accurate identification of trends and areas for improvement.
  • Established a system for tracking non-conformances, facilitating quick resolution and preventing future occurrences.
  • Initiated corrective actions when necessary, addressing product or process issues promptly to minimize impact on operations.
  • Optimized resource allocation by identifying inefficiencies in current quality control practices and proposing solutions.
  • Spearheaded root cause analysis investigations when needed, determining underlying issues and recommending appropriate fixes.
  • Consistently maintained detailed records of all quality control activities for easy reference during audits or process evaluations.
  • Participated in regular management review meetings, providing updates on quality control performance and suggesting areas for improvement.
  • Maintained an up-to-date knowledge of industry innovations and advancements, ensuring the Quality Control department remained at the cutting edge of best practices.
  • Followed quality standards and procedures to minimize errors and maximize customer satisfaction.
  • Updated quality control standards, methods, and procedures to meet compliance requirements.
  • Developed and analyzed quality control processes and deliverables to determine present standards and establish recommended action plans.
  • Maximized quality and reduced costs 12% by maintaining QC objectives.
  • Collected and analyzed herbicide. and pesticide material samples to evaluate quality, providing feedback and interpretation to production management or staff.
  • Used microsoft suite to produce reports regarding daily production quality, nonconformance of products or processes and quality trends.
  • Applied coaching techniques and tools to support managers and team members in improving performance.
  • Recorded, analyzed, and distributed statistical information.
  • Evaluated interactions between associates and customers to assess personnel performance.
  • Improved customer satisfaction with thorough final product inspections and adherence to strict quality control guidelines.
  • Streamlined quality control processes, resulting in increased efficiency and reduced costs.

Investment Consultant

TD Ameritrade
01.2015 - 04.2016
  • Train and develop new hires
  • Facilitate investment consultation meetings between public and back office
  • Assisted management on revision of internal office procedures
  • Developed spreadsheets for improved office performance and analytics.
  • Assisted clients in achieving their financial goals through the development of tailored portfolios and risk management plans.
  • Increased client satisfaction by providing personalized investment strategies and financial planning advice.
  • Enhanced portfolio performance by conducting thorough research and analysis on various investment opportunities.
  • Developed strong relationships with clients, ensuring trust and confidence in their investment decisions.
  • Provided comprehensive market insights to clients, enabling them to make informed investment choices amid market fluctuations.
  • Managed a diverse range of client accounts, including high-net-worth individuals, families, and businesses.
  • Maintained up-to-date knowledge of industry trends and regulations, ensuring compliance in all aspects of the role.
  • Demonstrated exceptional customer service skills by addressing client concerns promptly and effectively resolving issues that arose during the course of business dealings.
  • Participated in professional development programs to further enhance expertise in the field of finance and investments.
  • Leveraged advanced analytical tools to evaluate potential investments for suitability within client portfolios based on individual needs and objectives.
  • Delivered informative and engaging presentations to prospective clients, showcasing the firm''s expertise in wealth management and investment advisory services.
  • Contacted potential clients to pursue sales and gather funds.
  • Established key procedures for teams preparing documentation, models and presentations.
  • Educated clients on financial topics and best practices.
  • Advised clients on investments, retirement and estate planning.

Partner / Account Manager

Creative Executives
01.2012 - 01.2016
  • Mentored young adults on multimedia skills and procedures
  • Founder and facilitator of Our Collective group
  • Developer and Educator with St
  • Marcus Lutheran School
  • Graphic Designer for small business branding development
  • Facilitated Multi-Media workshops for new hires and public
  • Produced, edited, and presented graphics, video, and multimedia content
  • Aurora health care – Developed Mentorship Planner
  • Everbrite – Graphics designer for internal team appreciation event
  • NAACP - Videographer/Post-Production Editor for 2016 Corey Nettles Event
  • CE Vote MKE – Videographer and Graphics Designer
  • Senator Lena Taylor 2016 Campaign - Graphics Designer, Facilitator, Photographer, and Videographer
  • Researched, analyzed, and wrote procedure manual for staff and creative processes.
  • Strengthened partner relationships by maintaining regular communication and addressing concerns proactively.
  • Developed joint business plans with partners, resulting in increased revenue and market share.
  • Achieved successful client outcomes by identifying and addressing their unique needs and goals.
  • Expanded the firm''s clientele through strategic networking and relationship building initiatives.
  • Enhanced team productivity by streamlining workflow processes and implementing time-saving strategies.
  • Delivered accurate financial forecasts by conducting thorough data analysis and research on market trends.
  • Improved company efficiency with the development of key performance indicators and tracking metrics.
  • Optimized project management, resulting in timely deliverables and improved client satisfaction rates.
  • Developed comprehensive risk management strategies to minimize potential losses and safeguard business interests.
  • Provided expert advice for senior management, contributing to informed decision-making and strategic planning.
  • Implemented cost reduction initiatives, achieving significant savings without compromising quality or service delivery.
  • Conducted in-depth competitor analysis to identify opportunities for growth and expansion within the industry landscape.
  • Increased overall profitability by identifying inefficiencies within existing systems and implementing necessary changes.
  • Played a pivotal role in the successful completion of high-stakes projects by providing crucial analytical support and insights.
  • Championed data-driven decision making by transforming raw data into actionable intelligence for key stakeholders.
  • Nurtured strong working relationships with clients, ensuring their needs were met while exceeding expectations on deliverables.
  • Contributed to revenue growth by identifying new market opportunities based on thorough industry research and analysis.
  • Influenced policy decisions through comprehensive economic analyses that effectively communicated complex information to nonexperts.
  • Identified and resolved problems through root cause analysis and research.
  • Performed system analysis, documentation, testing, implementation, and user support for platform transitions.
  • Recommended process improvements to continually identify, analyze and fix constraints and challenges.
  • Validated results and performed quality assurance to assess accuracy of data.
  • Researched and adopted new technologies to add value to existing offerings.
  • Analyzed data to identify root causes of problems and recommend corrective actions.
  • Generated standard and custom reports to provide insights into business performance.

Regional Manager

Primerica Financial Services
12.2008 - 01.2015
  • Certified Field Trainer for financial tools, products, sales, and strategies
  • Trained an average of 4-6 new FA’s a month
  • Directed and led public speaking events on financial literacy and company overview
  • Average of 10-30 people per event
  • Engaged existing and prospective clients in needs-based financial data gathering, analysis, and consultation
  • Established and facilitated new methods of lead-generation for office
  • Average of 3-10 people per meeting.
  • Boosted regional sales by implementing targeted marketing strategies and fostering strong client relationships.
  • Enhanced team performance by providing regular coaching, training, and performance feedback to staff members.
  • Streamlined operational processes for increased efficiency by identifying areas of improvement and implementing necessary changes.
  • Expanded regional presence by researching potential markets, developing strategic partnerships, and opening new locations.
  • Promoted a culture of continuous improvement through ongoing process reviews, employee engagement initiatives, and open channels of communication.

Senior Sales Technician

Firestone Automotive
03.2010 - 02.2012
  • Boosted sales revenue by implementing effective sales strategies and building strong client relationships.
  • Developed and executed successful product demonstrations for potential customers, resulting in increased sales.
  • Increased client retention rates by providing exceptional post-sales support and addressing customer concerns promptly.
  • Maximized profitability by negotiating favorable pricing agreements with vendors and suppliers.
  • Achieved consistent sales growth by maintaining a thorough understanding of industry trends, competitor activities, and emerging technologies.
  • Exceeded sales targets consistently by utilizing persuasive communication skills and expert product knowledge during presentations.
  • Improved overall customer satisfaction ratings through diligent follow-up on orders, shipments, and service requests.
  • Demonstrated adaptability by quickly mastering new products or services introduced into the company''s portfolio, ensuring continued success in an evolving market landscape.

Education

Master of Finance MBA equivalent -

Kaplan College

Everbrite

JA Finance Park

City Of Light Church

Udemy

No Degree - Audio Engineering

Grace One Church
Charlotte, NC

Skills

  • Business Acumen
  • Emotional Intelligence
  • Strategic Partnerships
  • Competitive Analysis
  • Market Research
  • Customer Segmentation
  • Stakeholder Engagement
  • Sales Enablement
  • Talent Management
  • Innovation Management
  • Resource Allocation
  • Cross-functional Team Leadership
  • Scenario Planning
  • Project Management
  • Process Improvement
  • Operational Excellence
  • Brand Strategy
  • Organizational Development
  • Strategic Planning
  • Corporate Governance
  • Financial Analysis
  • Change Management
  • Performance Measurement
  • Digital Transformation
  • Product Development
  • Data-driven Decision Making
  • Mergers and Acquisitions
  • Risk Management
  • Analytical Thinking
  • Business Planning
  • Media Relations
  • Regulatory Compliance
  • Operations Management
  • Marketing and Advertising
  • Service Delivery Oversight
  • Financial Leadership
  • Profit and Loss Management
  • Performance Benchmarking
  • Human Resources
  • Contract Negotiation
  • Resource Utilization
  • Revenue Growth
  • Solution Innovation
  • Stakeholder Management
  • Talent Recruitment
  • Program Oversight
  • Staff Management
  • Portfolio Management
  • Succession Planning
  • Economic Analysis
  • New Business Development
  • Business Administration
  • Brand Management
  • Systems Organization
  • Annual Planning
  • Operations Oversight
  • Planning and Coordination
  • Goal Setting
  • Adaptable and Flexible
  • Systems Thinker
  • Relationship and Team Building
  • Leadership and People Development
  • Raising Capital
  • Change and Growth Management
  • Marketing Expertise
  • Results Orientation
  • Cross-Functional Collaboration
  • Negotiation
  • Capital Expenditure Planning
  • Approachable Leader
  • Board Oversight
  • Analytical and Critical Thinker
  • Balanced Work Ethic
  • Client Engagement
  • People and Culture
  • Employee Coaching
  • Management Team Leadership
  • Effective Communicator and Public Speaker
  • Account Management
  • Program Administration
  • Employee Motivation and Performance
  • Consulting
  • Articulate Communication
  • Sales Growth
  • Executive Leadership
  • Policy Development
  • Policies and Procedures
  • Client Relationship Building
  • Business Development
  • Financial Management
  • Investor Relations
  • Strategic Business Planning
  • Process Improvements
  • Board Collaboration
  • Intuit QuickBooks
  • Industry Expertise

Accomplishments

  • Achieved $4 million in revenue through effectively helping with Strategy development, data analysis, and implementation of strategies while developing executive team.
  • Resolved product issue through consumer testing.
  • Documented and resolved global logistics and supply chain which led to pre seed valuation of $7 million.
  • Used Microsoft Excel to develop inventory tracking spreadsheets which included currency exchange rates for both standard drop shipping and cash on deliver models.
  • Supervised team of 47 staff members.
  • Achieved $60 million in private funding through effectively helping with negotiations and large funding opportunities.
  • Won election in 2016 for state senator with a budget of only $80k.
  • Youngest licensed brokerage facilitator for fortune 50 company.
  • Raised $400k for gala with students between 6th and 9th grade.
  • Secured a business for client valued at $1.2 million for under $250k.
  • 2nd in state competition for speaking.
  • Developed 3 companies reaching a million in revenue in under a year without funding.
  • Have trained over 2,500 students to date.
  • Built over 30 calculators that are used today by corporations utilizing excel as the minimal viable product.

Skills Traits

  • Strengths Finder Results: Command, Futuristic, Ideation, Self- Assurance, and Relator
  • 15+ years of financial industry experience
  • 15+ years of experience in coaching and training
  • 9+ years of Adobe Suites experience
  • 12+ years graphic design, videography, photography, and audio engineering experience
  • 12+ years in marketing and advertisement
  • Negotiated over 60 million, without collateral or down payment, against private LOC
  • 7+ years Excel and data analytics experience
  • 10+ years business development and financial analytics experience
  • Intensely driven to achieve goals/projects
  • Creatively innovative
  • 8+ years in process improvement and analytics
  • Strong attention to detail of systems and learning infrastructure
  • 7+ years in learning and development content creation
  • Grew revenue by just under 4 million in first year
  • 8+ years as C-Suite executive | training of | consulting C-Suite

Affiliations

  • Dream Loads Ventures
  • Dale Carnegie
  • Jim Lutes International
  • Toast Masters
  • The Change Series
  • FINRA
  • Wisconsin Chinese Chamber Of Commerce

Certification

Licensed Investment Advisor

SIE

Series 6

Series 7

Series 63

Series 65

Series 66

Train The Trainer Certification

Dale Carnegie Speaker Certification

Timeline

Chief Strategies Officer

Scaling Elite, LLC
01.2021 - Current

President Of Learning and Development

Rise 2 Succeed
05.2020 - Current

Lead Brokerage Facilitator

Wells Fargo Advisors & Asset Management
01.2017 - 02.2021

Investment Consultant

TD Ameritrade
01.2015 - 04.2016

Quality Control Manager

Weedman Lawncare
06.2013 - 07.2016

Partner / Account Manager

Creative Executives
01.2012 - 01.2016

Senior Sales Technician

Firestone Automotive
03.2010 - 02.2012

Regional Manager

Primerica Financial Services
12.2008 - 01.2015

Master of Finance MBA equivalent -

Kaplan College

Everbrite

JA Finance Park

City Of Light Church

Udemy

No Degree - Audio Engineering

Grace One Church

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Shane Laufman