Stefen Blasingame

• Responsible for leading and managing multiple transitions simultaneously.
• Collaborates with cross-functional teams to ensure a cohesive approach to transitions across all departments.
• Provides consultative educational orientations to all new financial advisors and their associates on policies and procedures, systems, and operations.
• Evaluated the effectiveness of implemented transition plans post-completion, identifying opportunities for continuous improvement moving forward.
• Strengthened relationships by actively listening to their needs and providing tailored solutions to complex operations hurdles.

• Mitigated business risks by working closely with staff members and assessing performance.
• Designed and executed annual business plan to succeed in client growth, retention, and revenue.
• Implemented process improvement to shape organizational culture, optimize procedures for higher efficiency and help company evolve and grow.
• Cultivated and strengthened lasting client relationships using strong issue resolution and dynamic communication skills.
• Implemented third-party CRM solutions to increase operational organization, productivity, and efficiency.

• Responsible for building and managing $50 million in client relationships.
• Developed comprehensive retirement planning strategies to help clients maximize retirement savings.
• Built client relationships by responding to inquiries, identifying and assessing clients' needs, resolving problems, and following up with potential and existing clients.
• Helped individuals and families build and execute wealth management strategies based on unique goals and objectives.
• Conducted training and mentored team members to promote productivity and commitment to friendly service.
• Evaluated new financial advisor performance to provide individual coaching, tools and constructive feedback.

Served in both stateside and combat operations.