Mac DeWildt
Montague,MI
Summary
Dynamic leader with a proven track record at JPMorgan Chase, enhancing operational efficiency and spearheading growth. Expert in financial management and strategic partnerships, with a knack for problem-solving and team leadership. Achieved a 234% increase in investment sales, demonstrating exceptional ability in driving results and fostering client relationships. Fluent in Spanish, adept at cross-functional communications.
Overview
18
18
years of professional experience
Work History
Operations Manager
Sno-Power
08.2021 - Current
- Empowered employees to take ownership of their responsibilities, leading to increased accountability and improved performance outcomes.
- Managed inventory and supply chain operations to achieve timely and accurate delivery of goods and services.
- Led hiring, onboarding and training of new hires to fulfill business requirements.
- Developed and maintained relationships with external vendors and suppliers.
- Developed systems and procedures to improve operational quality and team efficiency.
- Enhanced customer satisfaction by establishing clear communication channels and addressing concerns promptly.
- Increased profit by streamlining operations.
- Implemented process improvement to shape organizational culture, optimize procedures for higher efficiency and help company evolve and grow.
- Negotiated contracts with vendors and suppliers to obtain best pricing and terms.
- Scheduled employees for shifts, taking into account customer traffic and employee strengths.
- Managed purchasing, sales, marketing and customer account operations efficiently.
- Recruited, hired, and trained initial personnel, working to establish key internal functions and outline scope of positions for new organization.
- Implemented business strategies, increasing revenue, and effectively targeting new markets.
- Negotiated price and service with customers and vendors to decrease expenses and increase profit.
- Reduced operational risks while organizing data to forecast performance trends.
- Created and developed reports to enhance efficiency and exceed production goals.
- Managed marketing programs to enhance customer buy-in at trade shows.
- Created and Developed reports and informational packets for potential investors.
Chief Executive Officer
Pivot Financial Group LLC
04.2014 - Current
- Analyzed market trends and identified investment opportunities, resulting in enhanced portfolio performance.
- Built strong relationships with clients through consistent communication and exceptional customer service.
- Provided ongoing support for clients experiencing financial challenges, offering guidance on debt management and budgeting techniques.
- Expanded client base through targeted marketing efforts and referrals from satisfied customers.
- Reviewed existing client portfolios, identifying opportunities for diversification and risk mitigation.
- Led workshops on personal finance topics to educate community members about effective money management practices.
- Prepared detailed reports analyzing portfolio performance against established goals, ensuring transparency and accountability to stakeholders.
- Increased client satisfaction by providing personalized financial advice and investment recommendations.
- Assisted clients during major life events, such as retirement planning or wealth transfer, preserving financial stability throughout transitions.
- Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
Director of Operations
Hurricane Power
09.2016 - 01.2019
- Oversaw daily operations across multiple departments, ensuring seamless coordination and efficient execution of tasks.
- Developed systems and procedures to improve operational quality and team efficiency.
- Monitored budget and utilized operational resources.
- Oversaw day-to-day production activities in accordance with business objectives.
- Oversaw successful implementation of operational strategies and policies to drive organizational growth and productivity.
- Collaborated with senior management to develop and execute long-term corporate goals and objectives.
- Defined, implemented, and revised operational policies and guidelines.
- Managed budgets and resources, optimizing allocation for maximum impact on business objectives.
- Developed and executed strategic plans to achieve organizational goals and drive sustainable growth.
- Analyzed business operations and implemented strategies to improve operational cohesiveness.
- Negotiated with vendors, suppliers and other stakeholders to acquire mutually beneficial contracts and agreement.
- Identified opportunities for cost reduction and process improvement, implementing changes that resulted in significant savings.
- Worked collaboratively with functional leaders to implement new procedures and corrective actions to improve quality.
- Improved operational efficiency by streamlining processes and implementing innovative solutions.
- Heavily Involved with merger and acquisition with Briggs & Stratton.
Chief Operating Officer
College Planning Professionals
03.2009 - 04.2013
- Co-created the company platform providing solutions for families needing to pay college costs.
- Produced, coordinated, and conducted regular public seminars regarding college planning.
- Supervised yearly doubling of revenue growth three consecutive years from 2010 through 2012.
- Continually monitored and revised sales processes (internal and external).
- Trained sales staff through real-time and role-played scenarios.
- Motivated and mentored sales force to achieve corporate goals.
- Solely created and implemented innovative client motivational training program.
- Designed unique financial solutions using various investment vehicles.
- Developed themes and composed articles for monthly client newsletter.
- Mentored team members by sharing knowledge, offering guidance, and providing constructive feedback; fostering a culture of continuous learning and development within the organization.
Vice President - Investments
JPMorgan Chase
06.2006 - 09.2007
- Led investment sales in four retail banking centers.
- Scheduled and performed quarterly client portfolio reviews.
- Created and conducted regular training meetings of licensed banking staff.
- Increased total investment sales 234% during Q1 & Q2 of 2007 (as measured year over year).
- Improved penetration ratio of new sales over existing assets to 10.8%.
- Introduced new products for investment sales into each banking center (fee-based accounts).
Education
Bachelor of Arts - Latin American Studies
Brigham Young University
Provo, UT04.2001
Skills
- Problem-Solving
- Team Leadership
- Operations Management
- Customer Service
- Inventory Management
- Staff Management
- Planning and Implementation
- Employee relations and conflict resolution
- Operations Monitoring
- Project Management
- MS Office
- Customer Relationship Management
- Client Relations
- Process Improvements
- Customer Relationship Management (CRM)
- Quality Assurance Controls
- Organizational Management
- Work flow planning
- Complex problems analysis
- Cross-functional communications
- Business Development
- Solutions Development
- Performance Evaluations
- Strategic Partnerships
- Sales background
- P&L Management
- Contract Management
- Fluent in Spanish
- Multidisciplinary Collaboration
- Budgeting and forecasting
- Procedure Development
- Financial Management
- Financial Analysis
- Inventory Analysis
Service
Mission in Chile
White Lake Basketball Commissioner
Clergy
Timeline
Operations Manager
Sno-Power
08.2021 - Current
Director of Operations
Hurricane Power
09.2016 - 01.2019
Chief Executive Officer
Pivot Financial Group LLC
04.2014 - Current
Chief Operating Officer
College Planning Professionals
03.2009 - 04.2013
Vice President - Investments
JPMorgan Chase
06.2006 - 09.2007
Bachelor of Arts - Latin American Studies
Brigham Young University