Leann Coakley
Phoenix,AZ
Summary
Talented Business Development Executive brings high-level business, marketing and sales acumen. Drives competitive growth through proactive relationship building and pursuit of business opportunities . Savvy to industry trends, practices and customer demands.
Overview
24
24
years of professional experience
Work History
Independent Financial Advisor
Transamerica Life Insurance Company/Independent
09.2023 - Current
- Boosted client satisfaction by providing personalized financial advice and wealth management strategies.
- Developed comprehensive financial plans for clients, resulting in improved long-term financial security.
- Fostered strong client relationships through regular communication and timely updates on investment performance.
- Analyzed clients'' risk tolerance to design investment portfolios that met their individual needs and goals.
- Collaborated with other professionals, such as attorneys and accountants, to create holistic financial strategies for clients.
- Managed clients'' investments prudently, focusing on long-term growth while minimizing risk exposure.
- Assisted clients with retirement planning, ensuring a comfortable and secure future financially.
- Improved clients'' cash flow management by recommending effective budgeting techniques and expense tracking tools.
- Guided families through estate planning process, preserving wealth for future generations.
VICE PRESIDENT OF OPERATIONS
Nana Hope Hospice & Home Health
05.2023 - 12.2023
- Streamlined operations by identifying inefficiencies and implementing process improvements.
- Reduced operational costs by optimizing resource allocation and negotiating better contracts with suppliers.
- Increased profitability with cost control measures and revenue generation initiatives.
- Managed cross-functional teams to ensure seamless collaboration for optimal business outcomes.
- Cultivated strong relationships with clients, vendors, and partners for mutually beneficial collaborations.
- Drove expansion into new markets by researching opportunities, evaluating risks, and executing successful entry strategies.
DIRECTOR OF OPERATIONS
Visiting Angels - Avery Investments
02.2020 - 05.2023
- Drive ongoing learning to optimize project management and implementation of projects for Avery Investments.
- Collaborated and developed long and short-term roadmap for HR Systems, including associated tactics.
- Translated roadmap into budgets and detailed plans.
- Improved operational efficiency by streamlining processes and implementing innovative solutions.
- Led cross-functional teams of 30 for successful completion of projects, resulting in increased productivity.
- Developed and executed strategic plans to achieve organizational goals and drive sustainable growth.
- Managed budgets and resources, optimizing allocation for maximum impact on business objectives.
- Oversaw daily operations across multiple departments, ensuring seamless coordination and efficient execution of tasks.
DIRECTOR OF BUSINESS OPERATIONS
Brookdale Hospice
12.2015 - 02.2020
- Exceeded NOI projections and gross margin expectations, average 36% - 38% month over month
- Reduced turnover of nursing staff by 50% with a program focused on recruitment and retention
- Sustain culture of collaboration, support, and innovation resulting in improved employee satisfaction scores by 51%.
- Spearheaded development of strategic partnerships, resulting in increased market reach and revenue growth
- Increased overall business efficiency by streamlining operational processes and implementing cost-saving measures.
- Conducted thorough market research to identify emerging trends and opportunities for growth within industry.
- Established clear performance metrics for employees at various levels within the organization, driving accountability and excellence across all functions.
- Ensured regulatory compliance across all aspects of the business operations by staying up-to-date with relevant legal requirements and industry standards.
DIRECTOR OF OPERATIONS
Grace Hospice
05.2015 - 12.2015
- Collaborated with physicians and other healthcare professionals to forge important business relationships
- Drove positive business relationships with hospitals, physicians, and other sourcing agencies
- Responsible for all audits pertaining to State and CHAP accreditation.
- Enhanced patient care quality by developing and implementing streamlined clinical processes for 55 clinicians.
- Reduced operational costs through efficient resource allocation and budget management.
- Led cross-functional teams for successful project execution within established timelines.
- Increased patient satisfaction ratings with timely, effective communication strategies.
DIRECTOR OF HUMAN RESOURCES
Dircks Moving & Logistics
10.2013 - 04.2015
- Structured compensation and benefits according to market conditions and budget demands
- Oversee and analyze all efforts of management personnel in use of following company policies, procedures, and promotions to achieve maximum sales and profits for west region.
- Improved employee retention by implementing strategic HR initiatives and conducting regular staff evaluations.
- Streamlined recruitment processes for increased efficiency in hiring top talent.
- Enhanced company culture by promoting diversity and inclusion initiatives, for over 230 employees.
- Managed complex employee relations issues, reducing legal risks and maintaining positive work environment.
- Implemented competitive compensation packages, attracting top-tier candidates and retaining valuable employees.
- Oversaw benefits administration, ensuring compliance and cost-effectiveness of offerings.
- Led HR department restructuring, optimizing team resources for improved productivity and effectiveness.
DIRECTOR OF HUMAN RESOURCES
Tempe Mechanical
09.2009 - 09.2013
- Elevated employee satisfaction by developing and implementing comprehensive HR policies, procedures, and initiatives.
- Reduced company turnover rate through effective talent acquisition and retention strategies by 21%.
- Enhanced company culture with employee engagement programs, fostering positive work environment.
- Managed full-cycle recruitment process to attract top talent for key organizational roles.
- Improved onboarding experience by revamping training programs, resulting in faster integration of new hires into organization.
- Negotiated favorable contracts with benefits providers to offer competitive packages for employees.
- Oversaw legal compliance of HR practices, ensuring adherence to federal, state, and local regulations.
DIRECTOR OF COMPLIANCE/HUMAN RESOURCES
Midwest Publishing, Inc
02.2000 - 08.2009
- Improved compliance management by implementing streamlined processes and procedures.
- Developed risk mitigation strategies for effective regulatory compliance across organization.
- Established robust compliance framework, resulting in reduced instances of non-compliance issues.
- Led cross-functional teams to ensure timely completion of all regulatory filings and submissions.
- Managed resolution of complex compliance matters, minimizing potential fines and penalties by quarter.
- Spearheaded training initiatives to improve staff understanding of relevant laws, regulations, and best practices for 5 states and over 500 employees.
- Strengthened relationships with regulators through proactive communication and collaboration efforts.
- Collaborated with legal counsel to develop accurate interpretations of new or changing regulations.
- Identified areas for improvement through regular gap assessments, driving continuous enhancements to compliance program.
Education
Bachelor of Science - Business Administration
Ferris State University
Big Rapids, MISkills
- Client Relationship Building
- Organizational Development
- Operations Management
- Data-driven decision-making
- Financial Acumen
- Partnership Development
- Industry Networking
- Staff Management
- Marketing
- Business Development
Personal Information
Title: VICE PRESIDENT OF OPERATIONS
Timeline
Independent Financial Advisor
Transamerica Life Insurance Company/Independent
09.2023 - Current
VICE PRESIDENT OF OPERATIONS
Nana Hope Hospice & Home Health
05.2023 - 12.2023
DIRECTOR OF OPERATIONS
Visiting Angels - Avery Investments
02.2020 - 05.2023
DIRECTOR OF BUSINESS OPERATIONS
Brookdale Hospice
12.2015 - 02.2020
DIRECTOR OF OPERATIONS
Grace Hospice
05.2015 - 12.2015
DIRECTOR OF HUMAN RESOURCES
Dircks Moving & Logistics
10.2013 - 04.2015
DIRECTOR OF HUMAN RESOURCES
Tempe Mechanical
09.2009 - 09.2013
DIRECTOR OF COMPLIANCE/HUMAN RESOURCES
Midwest Publishing, Inc
02.2000 - 08.2009
Bachelor of Science - Business Administration
Ferris State University