Tameaka Brown
Charlotte,NC
Summary
Results-driven Executive Leader in Financial Services with over 20 years of experience in client relationship management and strategic initiative leadership. Founder and CEO of a nonprofit dedicated to community education and child safety. Expertise in developing sustainable programs and fostering cross-sector partnerships to create significant social and economic impact.
Overview
5
5
Certifications
22
22
years of professional experience
Work History
CEO/Founder
Roddie Jr.'s Watchdog Foundation Inc.
Charlotte, North Carolina
12.2004 - Current
- Directed daily organizational operations, enhancing planning, administration, and performance evaluation.
- Implement business management strategies to maintain operational efficiency and sustainable program growth.
- Developed organizational policies and compliance standards, ensuring effective nonprofit governance.
- Develop marketing strategies to increase public awareness of dog bite prevention and child safety.
- Coordinate digital communications, social media outreach, and educational campaigns.
- Build partnerships with schools, community organizations, and animal welfare groups.
- Establish long-term strategic goals and measurable objectives aligned with the foundation’s mission.
- Conduct organizational planning, program evaluation, and performance analysis.
- Led decision-making processes to support sustainable growth and maximize community impact.
Financial Services Consultant
New York Life Insurance Co
Charlotte, North Carolina
06.2016 - 04.2021
- Advised clients on financial products and services tailored to needs.
- Analyzed client portfolios to recommend optimal insurance solutions.
- Delivered engaging presentations on financial planning strategies, enhancing client understanding and decision-making.
- Conducted market research to identify emerging trends in financial services.
- Developed and implemented investment plans tailored to individual client needs and goals.
- Assisted clients in developing strategic plans to meet long-term financial goals such as retirement or college savings plans.
- Assisted families in structuring retirement plans to align with financial goals and timelines.
- Provided tailored guidance on insurance protection options, ensuring clients' needs were effectively met.
- Advised small businesses on financial strategies
- Conducted workshops to educate communities on essential financial literacy concepts and practices.
Client Development Manager
Garretson Resolution Group
Charlotte, North Carolina
04.2011 - 03.2016
- Led and supervised 15 team members responsible for client acquisition and retention
- Coordinated client engagement strategies and ensured high-quality service delivery
- Cultivated client relationships to improve service delivery and increase satisfaction.
- Oversaw client contracts to guarantee compliance with company standards and mitigate risks.
- Collaborated with cross-functional teams to align on client needs and expectations.
- Resolved client issues by providing timely support and solutions.
- Implemented CRM systems to improve efficiency of tracking leads, managing contacts and generating reports.
Education
Bachelor of Science - Business Management
University of Phoenix
Tempe, AZ01-2016
Some College (No Degree) - Criminal Justice
Johnson C. Smith University
Charlotte, NC01-1995
High School Diploma -
Harry P. Harding High School
Charlotte, NC06-1994
Skills
- Executive leadership
- Strategic planning
- Financial management
- Business management
- Change management
- Team leadership
- Client relationship management
- Problem solving
- Organizational skills
Certification
Notary Public
Accomplishments
Top Life Insurance Performer [2016-2021]
Timeline
Financial Services Consultant
New York Life Insurance Co
06.2016 - 04.2021
Client Development Manager
Garretson Resolution Group
04.2011 - 03.2016
CEO/Founder
Roddie Jr.'s Watchdog Foundation Inc.
12.2004 - Current
Bachelor of Science - Business Management
University of Phoenix
Some College (No Degree) - Criminal Justice
Johnson C. Smith University
High School Diploma -
Harry P. Harding High School