Dynamic professional with extensive experience excelling in project management and client relationship management. Proven track record in enhancing operational efficiency and executing impactful events. Adept at fostering collaboration and driving process improvements, resulting in seamless transitions and elevated advisor satisfaction. Passionate about delivering exceptional results in fast-paced environments.
Hi, I’m
Raylene Cromwell
Charlotte,NC
Summary
Overview
10
years of professional experience
Work History
LPL FINANCIALFort Mill, SC
AVP - Internal Business Development Officer, Demo and Events
02.2024 - Current
Job overview
- Elevated operational efficiencies by partnering with senior management in advancing financial institutions.
- Managed transition processes to enable efficient onboarding of institutional partnerships.
- Executed organization-level presentations and occasions, emphasizing services to foster business growth.
- Managed successful events highlighting services, supporting effective client interactions.
- Assisted in developing business cases for proposed projects or initiatives.
LPL FINANCIALFort Mill, SC
Transition Support Partner Manager
06.2022 - 02.2024
Job overview
- Established a collaborative environment focused on high performance.
- Facilitated engagement process for new advisors, collaborating with both Regional and Lead Transition Partners.
- Boosted operational efficiency through process improvements.
- Streamlined project schedules ensuring smooth coordination of deliverables.
LPL FINANCIALFort Mill, SC
Sr Transition Support Partner
06.2019 - 06.2022
Job overview
- Led transitions across Core, Linsco, and Strategic Wealth Services models, ensuring continuous integration of advisor needs with the Regional Transition Partner and Onboarding team.
- Provided comprehensive consultation services for the smooth transfer of client portfolios, enhancing advisor relationships and maintaining continuity post-launch.
- Managed client documentation and maintained detailed records of transition status, offering ad hoc training and technology support as needed.
LPL FINANCIALFort Mill, SC
Transition Support Partner
09.2015 - 06.2019
Job overview
- Conducted onsite visits to support integration processes for new advisors.
- Directed account activation process, upholding standards of accuracy and efficiency.
- Coordinated with advisors to manage challenges, streamlining the process of asset transfers.
Education
Queens University of CharlotteCharlotte, NC
Bachelor of Arts from Organizational Communications
05-2013
University Overview
Lambda Phi Eta - National Honor Society of Communications Member
Ryerson UniversityToronto, ON
Certification from Business Marketing Communications
05-2000
University Overview
Seneca CollegeToronto, ON
Associates from Marketing
06-1998
University Overview
Skills
- Project management
- Client relationship management
- Operational efficiency
- Event coordination
- Process improvement
- Training and development
- Effective communication
- Team collaboration
Timeline
AVP - Internal Business Development Officer, Demo and Events
LPL FINANCIAL
02.2024 - Current
Transition Support Partner Manager
LPL FINANCIAL
06.2022 - 02.2024
Sr Transition Support Partner
LPL FINANCIAL
06.2019 - 06.2022
Transition Support Partner
LPL FINANCIAL
09.2015 - 06.2019
Queens University of Charlotte
Bachelor of Arts from Organizational Communications
Ryerson University
Certification from Business Marketing Communications
Seneca College
Associates from Marketing
Availability
See my work availability
Not Available
Available
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morning
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Work Preference
Work Type
Full TimeWork Location
RemoteHybridImportant To Me
Career advancementWork-life balanceCompany CultureWork from home optionHealthcare benefitsPersonal development programs401k matchQuote
Success is often achieved by those who don’t know that failure is inevitable.
Languages
English
Native language
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