Marland Richardson
Spring Hill,TN
Summary
Multi-talented Senior Executive knowledgeable about sales, operations and personnel management. Successful at stepping into diverse positions and making immediate positive contributions. Focused on optimizing operations and motivating employees while establishing market dominance.
Overview
16
16
years of professional experience
Work History
AVP Sales Operations – National Sales Desk
Jackson National Life Distributors
03.2012 - Current
- Spearheaded team that utilized PowerBI to automate intelligent workflows, reducing annual costs by over $100,000
- Developed strategic sales initiatives that increased sales opportunities by 33% YoY through enhanced data insights and operational overhauls
- Governed strategy and operations of Key Performance Indicators, optimizing sales desk's efficiency and productivity.
- Streamlined communication channels between departments, facilitating better collaboration on projects across the organization.
- Successfully managed change within the organization, ensuring smooth transitions during periods of restructuring or process improvements.
Financial Advisor
Westpoint Financial Group
01.2011 - 02.2012
- Provided comprehensive financial services to businesses and high-net-worth individuals, focusing on investment and risk management
- Played key role in business succession planning, securing long-term client relationships and financial stability.
Financial Advisor
Waddell & Reed
09.2009 - 12.2010
- Delivered tailored investment and financial planning services to families and individuals, enhancing client investment portfolios and financial health.
- Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
Associate Broker
Charles Schwab
07.2008 - 09.2009
- Managed and reconciled client accounts, while promoting financial products to enhance investor returns and satisfaction.
- Enhanced client satisfaction by providing exceptional customer service and addressing inquiries promptly.
Education
Bachelor’s in Organizational Leadership & Supervision -
Purdue University
West Lafayette, IN08.2008
Skills
- Strategic Leadership & Business Development
- Advanced Data Analytics with PowerBI
- Financial Planning & Investment Management
- Salesforce Implementation and Optimization
- Public Speaking & Corporate Training
- FINRA Series 7, 26, 63; Life Insurance
- Operations Management
- Strategic Planning
- Organizational Development
- Performance Improvement
- Project Management
- Process Improvements
Timeline
AVP Sales Operations – National Sales Desk
Jackson National Life Distributors
03.2012 - Current
Financial Advisor
Westpoint Financial Group
01.2011 - 02.2012
Financial Advisor
Waddell & Reed
09.2009 - 12.2010
Associate Broker
Charles Schwab
07.2008 - 09.2009
Bachelor’s in Organizational Leadership & Supervision -
Purdue University
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