Richard Calhoun
North Wales,PA
Summary
Accomplished leader with a proven track record of enhancing operational excellence and fostering client relationships. Spearheaded strategic initiatives, achieved substantial growth and brand elevation. Skilled in cross-functional collaboration and effective communication, adept at talent development and driving team performance. Skilled in strategic planning, problem-solving, and communication with good understanding of business principles, project management and team leadership.
Overview
24
24
years of professional experience
1
1
Certification
Work History
CEO
Naples Wealth Planning & Laidlaw Wealth Management
09.2019 - Current
- Achieved company growth by implementing strategic plans and streamlining operations.
- Managed partnerships and strategic business relationships by negotiating contract terms and handling conflicts.
- Developed key operational initiatives to drive and maintain substantial business growth.
- Enhanced brand reputation with effective marketing campaigns and public relations efforts.
- Built productive relationships with industry partners and competitors to support strategic business objectives.
- Established new revenue streams by identifying market opportunities and launching innovative products or services.
- Secured financing for critical projects through negotiation of favorable loan terms with financial institutions or investors.
- Managed financial, operational and human resources to optimize business performance.
- Represented organization at industry conferences and events.
President
Collins Investment Group
08.2017 - 05.2019
- Increased customer satisfaction through continuous improvement initiatives and excellent customer service.
- Managed crisis situations effectively while minimizing disruption to daily operations.
- Enhanced company performance by implementing strategic plans and overseeing daily operations.
- Prepared annual budget forecasts and monitored performance to meet organizational objectives.
- Established a culture of accountability by setting clear expectations and holding individuals responsible for results.
- Developed and implemented new strategies and policies to establish long-term business objectives and provide strong and sustainable organizational leadership.
- Hired and managed employees to maximize productivity while training staff on best practices and protocols.
Managing Director - Innovation & Growth
Wells Fargo Advisors Financial Network (FINET)
02.2008 - 08.2017
- Oversaw operations and provided corrective feedback to achieve daily and long-term goals.
- Monitored office workflow and administrative processes to keep operations running smoothly.
- Strengthened client relationships with regular communication, timely project delivery, and high-quality services.
- Introduced new methods, practices, and systems to reduce turnaround time.
- Increased overall company performance by implementing strategic management initiatives and streamlining operations.
- Developed comprehensive business plans, outlining long-term goals and actionable steps toward success.
- Oversaw complex negotiations with suppliers/vendors for favorable contract terms that led to cost savings.
- Delivered consistent revenue growth by identifying new business opportunities and expanding service offerings.
- Established a high-performing executive team, recruiting top talent from diverse industries to drive organizational excellence.
- Led cross-functional teams to achieve company-wide growth objectives, fostering collaboration and innovation.
- Led development of comprehensive business plan to maximize profitability and company performance.
- Spearheaded successful business development initiatives aligned with company's strategy and core competencies.
- Piloted cross-departmental projects to achieve successful delivery of new initiatives.
- Assisted in recruiting, hiring and training of team members.
- Trained and guided team members to maintain high productivity and performance metrics.
Branch Manager
Smith Barney
02.2004 - 12.2007
- Continuously monitored branch performance against key performance indicators, taking corrective actions as needed to ensure objectives were met or exceeded.
- Maintained friendly and professional customer interactions.
- Improved customer satisfaction ratings by enhancing service quality and resolving client issues promptly.
- Oversaw daily operations for streamlined efficiency, ensuring timely execution of tasks and optimal resource allocation.
- Implemented effective sales strategies to achieve branch targets and exceed expectations consistently.
- Managed branch financials including budgeting, forecasting, and expense tracking for accurate reporting and decision-making support.
- Increased branch profitability by implementing cost-saving measures and streamlining operational processes.
- Engaged employees in business processes with positive motivational techniques.
- Developed a high-performing team through targeted recruitment, training, and performance management initiatives.
Branch Manager
Smith Barney
06.2000 - 02.2004
- Continuously monitored branch performance against key performance indicators, taking corrective actions as needed to ensure objectives were met or exceeded.
- Maintained friendly and professional customer interactions.
- Oversaw daily operations for streamlined efficiency, ensuring timely execution of tasks and optimal resource allocation.
- Implemented effective sales strategies to achieve branch targets and exceed expectations consistently.
- Evaluated employee performance regularly through appraisals and feedback sessions to facilitate continuous development of skills and knowledge base within the team.
- Collaborated with senior leadership on strategic planning initiatives to align branch objectives with corporate goals.
- Managed branch financials including budgeting, forecasting, and expense tracking for accurate reporting and decision-making support.
- Increased branch profitability by implementing cost-saving measures and streamlining operational processes.
- Enhanced branch production rates by handling staff conflicts, evaluations, hiring, and termination processes and coaching employees on company protocol and payroll operations.
- Boosted sales and customer loyalty through incentive programs.
- Monitored market trends to identify new business opportunities and capitalize on potential growth areas within the community or region served.
Education
Bachelor of Science - Industrial And Labor Relations
Cornell University
Ithaca, NY06.1988
Skills
- Effective Decision Making
- Operational Excellence
- Customer Focus
- Global perspective
- Talent Development
- Client Relationship Building
- Leadership, Relationship and Team Development
- People and Culture
- Cross-Functional Collaboration
- Effective Communicator and Public Speaker
Certification
Certified Exit Planning Advisor - CEPA®
Timeline
CEO
Naples Wealth Planning & Laidlaw Wealth Management
09.2019 - Current
President
Collins Investment Group
08.2017 - 05.2019
Managing Director - Innovation & Growth
Wells Fargo Advisors Financial Network (FINET)
02.2008 - 08.2017
Branch Manager
Smith Barney
02.2004 - 12.2007
Branch Manager
Smith Barney
06.2000 - 02.2004
Bachelor of Science - Industrial And Labor Relations
Cornell University
Certified Exit Planning Advisor - CEPA®
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