Hi, I’m
Lawrence Johnson
Orlando,FL
Summary
Astute Business Owner and experienced analytical problem-solver with talents for team building, leading and motivating, as well as excellent customer relations aptitude and relationship-building skills. Proficient in using independent decision-making skills and sound judgment to positively impact company success. Dedicated to applying training, monitoring and morale-building abilities to enhance employee engagement and boost performance.
Overview
17
years of professional experience
5
Certificates
Work History
MyFamily Orthodontics
Co-Founder | Business Development Manager
11.2016 - Current
Job overview
- YOY Revenue Growth of over 25% each year since 2017
- Launched second office location in March 2023
- Conducted target market research to scope out industry competition and identify advantageous trends as co-founder of the company
- Networked with other businesses, community organizations, schools and customers to increase sales opportunities, goodwill and contacts
- Represented company and promoted services at conferences and industry events
- Identified and pursued valuable business opportunities, sponsorships and affiliations to create better brand recognition and awareness
- Maintained financial controls, planned business operations and control expenses while identifying and pursuing opportunities to grow business operations and boost profits
- Improved website visibility through development and implementation of SEO strategies
V's Barbershop
Franchisee I Business Development Manager
01.2017 - Current
Job overview
- Successfully launched first V's Barbershop franchise in state of FL in 2017
- Won national "Best V's Barbershop Customer Experience Award" in 2018
- Negotiated partnership arrangement with the Arnold Palmer Invitational, a PGA world renowned event to provide exclusive services to PGA Tour Players and PGA Personnel.
- Elected to V's Barbershop Franchisee Advisory Board in 2021
- Grew annual revenues by over 75% from years 2017 - 2023
- Established and opened second location in Orlando, FL in 2022
- Recruited, hired, and trained initial personnel, working to establish key internal functions and outline scope of positions for new organization
- Facilitates key business relationships and affiliations in community
- Identified and pursued valuable business opportunities to generate new company revenue and improve bottom line profit
- Leveraged industry events to network with potential clients, generating significant brand exposure and driving new business acquisition efforts
Robinhood
Senior Customer Experience Manager
03.2019 - 11.2021
Job overview
- Established, initiated and optimized regulatory inspired written supervisory procedures to mitigate risk and improve operational efficiencies in preparation of company IPO (July 2021)
- Increased CX Representative Headcount by 1000% during a rapid ramp up of support personnel and CX Leaders between 2019 and 2021
- Promoted 80% of my direct reports during my tenure into leadership roles in Crypto Currency, AML (Anti-Money Laundering), Margin, Options, Social Media, Enablement, Brokerage and Advanced Brokerage Services, Clearing, Compliance and Learning and Development
- Recruited, hired, and trained initial personnel, working to establish key internal functions and outline scope of positions for new organization
- Represented company at University recruiting events
- Partnered with business leaders within company matrix to deliver services that support company objectives while finding efficiencies to streamline processes
- Supervised daily operations and sales functions to maximize revenue, customer satisfaction, and employee productivity
- Handled complaints, provided appropriate solutions, and alternatives within appropriate timeframes and followed up to achieve resolution
- Motivated employees through special events, incentive programs, and constructive feedback
- Analyzed and reported on KPIs to validate and demonstrate success of department initiatives
Charles Schwab Wealth Advisory
Senior Regional Manager
03.2014 - 03.2019
Job overview
- Successfully acquired FINRA Series 9/10 Licenses and CWS (Certified Wealth Strategist Certification)
- Drove continued growth across business areas by partnering with Branch and Regional Managers on revised approaches to customer service, sales and operational leadership in Northeast Market
- Led team of 15 direct reports comprised of Sr. Wealth Advisors, Wealth Advisors and Wealth Advisor Associates
- Facilitated NNA (Net New Assets) Growth by facilitating financial planning conversations for High Net Worth clients of Charles Schwab
- Increased AUM (Assets Under Management) from $700M to $1.3B from 2014 - 2019 with a heavy emphasis on comprehensive financial planning solutions
- Facilitated and strengthened relationships with managed money wholesalers and mutual fund company representatives
- Used industry expertise, customer service skills and analytical nature to resolve customer concerns and promote loyalty and maintain high NPS (Net Promoter Score)
- Recruited, interviewed and hired employees and implemented mentoring program to promote positive feedback and engagement
- Streamlined and monitored quality programs to alleviate overdue compliance activities
- Tracked KPIs against benchmarking, market trends and competitor activities to develop strategic improvement plans
USAA
Wealth Manager
03.2008 - 03.2014
Job overview
- Won numerous Service Excellence Awards over the years from 2008 - 2014
- Successfully acquired FINRA Series 24 License and CFP Certification
- Selected to the relocation team that launched the Financial Advice Center in Tampa, FL in 2009 (Relocated from Phoenix, AZ Regional Office)
- Ranked amongst the top 5% of Financial Advisors in the Investment Management Company Financial Advice and Solutions Group from 2009-2011 in Life Insurance, Annuities, and Managed Account Solutions
- Featured in the USAA Company Magazine in 2010
- Promoted to USAA Wealth Management in 2011 and helped launch the new Atlanta, GA office (Buckhead)
- Interviewed clients to determine current income, expenses, insurance coverage, tax status, financial objectives, risk tolerance and other information needed to develop financial plan
- Analyzed financial needs of clients and developed tailored strategies to meet goals
- Educated clients on potential risks and rewards associated with various investments
- Researched current economic trends and investment opportunities to stay abreast of financial markets
- Helped clients make informed decisions about financial future.
- Presented financial plans and investment recommendations to clients
- Recommended specific investments to help clients meet financial goals
- Provided specialized financial planning support for clients with diverse portfolios and individual needs
Education
Liberty UniversityLynchburg, VA
Masters of Business Administration
08.2004 - 2006.05
Liberty UniversityLynchburg, VA
Bachelor of Science from Sport Management
05.2001 - 2004.05
University Overview
- Mens Track and Field Big South Conference Champions
Skills
Certified Financial Planner
Certification
FINRA Series 7, 9/10, 24, 31, 66
Timeline
Senior Customer Experience Manager
Robinhood
03.2019 - 11.2021
Franchisee I Business Development Manager
V's Barbershop
01.2017 - Current
Co-Founder | Business Development Manager
MyFamily Orthodontics
11.2016 - Current
Senior Regional Manager
Charles Schwab Wealth Advisory
03.2014 - 03.2019
Wealth Manager
USAA
03.2008 - 03.2014
Liberty University
Masters of Business Administration
08.2004 - 2006.05
Liberty University
Bachelor of Science from Sport Management
05.2001 - 2004.05
Community Volunteerism
- Roper YMCA of Central Florida, Advisory Board Member, Winter Garden, FL, 2018, Present
- West Orange Chamber of Commerce, Winter Garden, FL, 2017, Present
Extended Work History
1997 - 2004 (Putt-Putt Golf and Games, Wal Mart, Avis, McDonalds, FooLocker, Circuit City)
Community Volunteerism
- Roper YMCA of Central Florida, Advisory Board Member, Winter Garden, FL, 2018, Present
- West Orange Chamber of Commerce, Winter Garden, FL, 2017, Present
Extended Work History
1997 - 2004 (Putt-Putt Golf and Games, Wal Mart, Avis, McDonald's, Footlocker, Circuit City)
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