Sheena Love
Indianapolis
Summary
Versatile and results-driven senior executive with over 20 years of experience in revenue growth, strategic partnerships, and complex client relationship management across the financial and sales industries. Skilled in full-cycle sales, business-to-business (B2B) relationship development, financial product integration, and operational optimization. Proven expertise in estate and trust planning, subscription-based sales models, business planning, and change management. A licensed and certified professional with an entrepreneurial, forward-thinking mindset and a demonstrated track record of delivering innovative solutions, driving sustainable growth, and achieving organizational success.
Overview
24
24
years of professional experience
2
2
Certifications
Work History
VP of Operations
F1rst Wealth LLC
01.2024 - Current
- Drive operational strategy and sales growth, scaling assets under management (AUM) from $59M to $100M+
- Develop and implement SOPs, ensuring streamlined workflows and scalability
- Foster and expand B2B and client relationships to enhance business growth, client overall financial wellness, and financial gains
- Collaborate with employees to identify upsell opportunities and deliver tailored financial wellness plans
- Key Achievements:
- Established strategic partnerships that increased business opportunities
- Designed operational frameworks to support sustainable growth and enhance stakeholder engagement
Chief Operating Officer
Moss Roofing
01.2022 - 01.2024
- Restructured and optimized operational infrastructure for a growing multimillion-dollar family business
- Managed and nurtured partnerships with vendors and stakeholders, enhancing operational efficiency
- Directed marketing, sales, production, and financial teams to align with strategic growth goals
- Key Achievements:
- Grew closed sales from $5M to $9M in two years
- Built B2B partnerships to secure new opportunities and market presence
- Mentored team members by sharing knowledge, offering guidance, and providing constructive feedback; fostering a culture of continuous learning and development within the organization.
VP of Home Lending
Guaranteed Rate
01.2021 - 01.2022
- Launched and expanded new markets, driving $15M+ in closed business
- Developed B2B partnerships and strengthened collaborations with industry leaders
- Conducted market analysis to identify opportunities for growth and optimize strategy
- Key Achievements:
- Secured partnerships that increased client acquisition and satisfaction
- Expanded market share through strategic B2B relationships
Senior Home Lending Advisor
JP Morgan Chase Bank, N.A.
01.2010 - 01.2021
- Managed a $300M+ portfolio, fostering long-term B2B and client relationships
- Exceeded sales targets through innovative strategies and partnership development
- Acted as a trusted advisor for financial, lending, and insurance products
- Key Achievements:
- Boosted sales by46% through targeted marketing and partnership strategies
- Cultivated relationships with over1,400 businesses and families, ensuring satisfaction and loyalty
Education
Master of Science - Psychology
Southern New Hampshire University
Manchester, NHBachelor of Science - Business Management, Marketing, & Insurance
Indiana State University
Terre Haute, INSkills
- Strategic Sales & Negotiation
- Relationship Growth & Partnership Management
- Financial, Insurance, Lendings Advising
- Estate & Trust Planning
- Client Relationship Management
- Revenue Growth & Profitability
- Team Leadership & Development
- Organizational development
- Operations management, team building and motivation
- Business development
- Financial acumen
Certification
- Life & Health Insurance License
- HubSpot Certified
- Extensive experience in estate and trust planning for holistic financial wellness
Timeline
VP of Operations
F1rst Wealth LLC
01.2024 - Current
Chief Operating Officer
Moss Roofing
01.2022 - 01.2024
VP of Home Lending
Guaranteed Rate
01.2021 - 01.2022
Senior Home Lending Advisor
JP Morgan Chase Bank, N.A.
01.2010 - 01.2021
Bachelor of Science - Business Management, Marketing, & Insurance
Indiana State University
- Life & Health Insurance License
- HubSpot Certified
- Extensive experience in estate and trust planning for holistic financial wellness
Master of Science - Psychology
Southern New Hampshire University
Similar Profiles
Christopher Palafox-AyalaChristopher Palafox-Ayala
Student Administrative Assistant at CHASS F1RSTStudent Administrative Assistant at CHASS F1RST
Joselito G. SantosJoselito G. Santos
Technology Specialist I at Banco Santander Brasil S/A. (Current F1RST Digital Services).Technology Specialist I at Banco Santander Brasil S/A. (Current F1RST Digital Services).
George GomezGeorge Gomez
Managing Partner/Senior Financial Advisor at G2 Wealth Management Partners, LLCManaging Partner/Senior Financial Advisor at G2 Wealth Management Partners, LLC