Lauren E. Locke
Atlanta,US
Summary
Talented COO with excellent employee development, customer service and analytics skills coupled with more than 15 years of experience. Highly effective and comfortable giving engaging presentations to clients.
Support day-to-day program operations with expertise in sales, prospecting, client retention, team building, and resource coordination. Skillfully meet diverse needs and address issues to maintain efficiency and client needs. Demonstrated success in building long-lasting relationships.
Caring, skilled, and passionate about positively impacting clients by providing expert support. Always looking for ways to improve operations and personalize assistance. Well-organized and resourceful with detail-oriented and conscientious approach.
Excellent reputation for resolving problems, improving customer satisfaction, and driving overall operational improvements. Consistently saved costs while increasing profits. Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy. Talented sales professional focused on training new employees, bringing in high profile clients, retention. Skilled in writing reports, updating records and handling multiple projects in fast-paced settings.
Team lead for multiple employees bringing a strong foundation to the platform. Unparalleled follow up. Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
22
22
years of professional experience
15
15
Years as COO
1
1
Certificate
Work History
COO
Cornerstone Advisors Group, LLC
2004.03 - Current
- Well established financial planning firm delivering strategic expertise and empower clients and business to drive success
- Supervised daily operations of multi-million dollar operation
- Decreased client losses from 10% to 0% annually saving costs and increasing profits
- Guided teams members and collaborated with President for
- oversaw all operations department functions while managing a large budget
- Demonstrated success in building long-lasting client relationships
- Drove client successful change initiatives through meetings and follow up
- Increase new business over 10% annually
- led a team to refine company policies and procedures toward more customer-centered and better outcomes
- Generate over $2m in gross commission's annually
- Act as liaison between clients and planners; maintain strong client rapport with 500+ client database
- Conduct inside sales via various forms of prospecting emphasis on existing client referrals
- Coordinate financial planning process including account maintenance
- Team lead to refine all new hires, policies, procedures, toward more customer-centered and better outcomes
- Process paperwork and track tens of millions in client assets
- Reduced costs by overhauling and streamlining prospecting and procurement to assure future clients receive most effective services
- Attended seminars and client meetings, promoting company brand and building rapport with prospects and partners
- Supervised daily operations of multi-million dollar operation
- Teamed with CEO's department to create organization's mission and vision statements
- Drove short-term and advanced promotional planning processes
- Skilled at working independently and collaboratively in a team environment.
- Self-motivated, with a strong sense of personal responsibility.
- Worked well in a team setting, providing support and guidance.
- Worked effectively in a fast-paced environment
- Managed time efficiently in order to complete all tasks within deadlines.
- Passionate about learning and committed to continual improvement.
- Organized and detail-oriented with a strong work ethic.
Vice President
Cornerstone Advisors Group, LLC
2007.01 - 2017.01
- Guided a cost reduction initiative that raised the company's bottom line by $700k in 6 months
- Built productive partnerships with senior leaders of major departments
- Decreased client losses from 10% to 1% annually
- Increase new business over 10% annually
- Generate over $2million in gross commissions annually
- Liaison between clients and planners
- maintain strong client rapport with over 1,000 client database
- coordinate financial planning process including account maintenance
- Demonstrated proficient leadership skills to motivate employees and build competent teams.
- Hired and managed employees to maximize productivity while training staff on best practices and protocols.
- Clarified roles, responsibilities and expectations of staff.
- Collaborated with senior management to develop strategic initiatives and long term goals.
Director of Sales
Cornerstone Advisors Group, LLC
2005.01 - 2007.01
- Teamed with CEO's department to create mission and vision statements
- Drove short-term and advanced promotional planning process
- Skilled at working independently and collaboratively in a team environment. Self-motivated with a strong sense of personal responsibility. Worked well in a team setting, providing support and guidance.
- Process paperwork and follow through on the trail
- Track tens of millions in client assets
- Reduced costs by overhauling and streamlining prospecting and procurement to assure future clients
- Increased sales revenue by developing and implementing strategic plans and setting performance goals for the sales team.
- Streamlined sales processes by identifying inefficiencies, implementing new tools, and providing training to the team.
- Enhanced customer satisfaction levels by addressing concerns promptly and providing tailored solutions.
Assistant Sales Director
Cornerstone Advisors Group, LLC
2004.01 - 2005.01
- Worked effectively in a fast paced environment
- Managed time efficiently in order to complete all tasks within deadlines
- passionate to learning and committed to continual improvement
- organized and detail-oriented with a well developed and strong work ethic
- Inside sales various forms of prospecting emphasis on existing client referrals
- Cold calling. A favorite
- Boosted sales performance by developing and implementing effective sales strategies and tactics.
- Enhanced customer satisfaction through efficient resolution of issues and proactive communication with clients.
- Expanded market reach by identifying potential new clients and establishing successful business relationships.
- Increased revenue generation with targeted marketing campaigns and promotional activities
Housing Coordinator
Medical Doctor Associates
2001.10 - 2002.03
- Business needs assessment ande development
- First point of contact with HR for hiring and talent acquisiton
- Crisis Management
- Cross functional leadership
- Negotiations for housing criteria
- Project management with housing for medical professionals
- Placed hundreds of medical personnel in the United States in temporary or permanent locations while on medical assignments at various hospitals and other medical clinics
- Filed Critical Vitae in database
- Upgraded software for accounting department
- Completed data entry for accounting department
- Managed over 50 clients daily
Education
Bachelor of Arts - Journalism
Georgia State University
Atlanta, GA 05.2005
Skills
- Sales Goals and resolutions
- Prospecting Clients
- Time management
- Team building
- Strategic Planning
- Operational Improvement
- Project Management
- Customer retention
- Executive leadership
- Executive sales strategies
- Executive leadership experience
- Leadership communications
- Running reports
- Culture Transformation
- Collaborative Leadership
- Quarterly reviews
Certification
- N.A.S.M Certified personal trainer (National Academy of Sports Medicine
- Certified Group Fitness Instructor
- Certified Barre3 instructor
- RYT-200 yoga instructor
Timeline
Vice President
Cornerstone Advisors Group, LLC
2007.01 - 2017.01
Director of Sales
Cornerstone Advisors Group, LLC
2005.01 - 2007.01
COO
Cornerstone Advisors Group, LLC
2004.03 - Current
Assistant Sales Director
Cornerstone Advisors Group, LLC
2004.01 - 2005.01
Housing Coordinator
Medical Doctor Associates
2001.10 - 2002.03
Bachelor of Arts - Journalism
Georgia State University
- N.A.S.M Certified personal trainer (National Academy of Sports Medicine
- Certified Group Fitness Instructor
- Certified Barre3 instructor
- RYT-200 yoga instructor
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