Timothy Rolls
Austin,TX
Summary
Dependable professional with extensive experience supporting executive level management including Senior and Executive Vice Presidents. Respected for organizational and interpersonal aptitudes, implementation of strategic initiatives, special project management and results-focused interactions across organization. Strategic in implementing and monitoring progress of important initiatives and actions plans.
Overview
13
13
years of professional experience
1
1
Certification
Work History
Assistant Vice President / Onboarding
Kestra Financial
03.2022 - 03.2024
- Improved employee retention rates through the development of comprehensive training programs and mentorship initiatives.
- Reduced costs by negotiating vendor contracts and identifying areas for potential savings within department budgets.
- Led cross-functional teams to deliver successful projects on time and within budget, enhancing company reputation in the industry.
- Enhanced communication between departments by developing effective reporting structures and information-sharing platforms.
- Managed risk effectively by implementing robust compliance procedures and conducting regular audits of internal controls.
- Fostered strong relationships with key clients, leading to repeat business and a significant increase in customer satisfaction ratings.
- Implemented data-driven decision-making processes, leading to more informed strategic choices and improved overall performance metrics.
- Oversaw change management initiatives, ensuring smooth transitions during periods of organizational restructuring or process improvements.
- Drove innovation by encouraging creative problem-solving among team members and staying abreast of industry trends and best practices.
- Collaborated closely with executive leadership to align department goals with overall company objectives, resulting in stronger organizational cohesion.
- Established a high-performance culture within the team by setting clear expectations and providing regular feedback on individual performance contributions.
- Championed diversity initiatives within the organization, promoting an inclusive work environment that attracted top talent from various backgrounds.
- Enhanced collaboration between team members by implementing innovative communication tools and fostering an open dialogue culture.
- Contributed to budget planning, and initiatives for communications, planning and coordination of facility management and space allocations.
- Reviewed, identified, updated and prioritized strategic initiatives to provide comprehensive support to senior leadership.
- Completed filings and upheld strict compliance with regulatory agencies and supervisors.
- Worked with stakeholders to interpret and apply credit union bylaws and operations pertaining to board of directors.
- Established and directed successful programs focused on [Area].
- Increased sales $[Amount]through aggressive sales program overhaul, market campaigns and new product launches.
- Interacted well with customers to build connections and nurture relationships.
- Trained new employees on proper protocols and customer service standards.
- Trained and guided team members to maintain high productivity and performance metrics.
- Handled problematic customers and clients to assist lower-level employees and maintain excellent customer service.
- Assisted in recruiting, hiring and training of team members.
- Scheduled employees for shifts, taking into account customer traffic and employee strengths.
- Observed each employee's individual strengths and initiated mentoring program to improve areas of weakness.
- Recruited, hired, and trained initial personnel, working to establish key internal functions and outline scope of positions for new organization.
- Reported issues to higher management with great detail.
- Reduced operational risks while organizing data to forecast performance trends.
Assistant Vice President / Client Service
Kestra Financial
03.2018 - 03.2022
- Increased efficiency by streamlining processes and implementing new software tools for the team.
- Improved employee retention rates through the development of comprehensive training programs and mentorship initiatives.
- Enhanced communication between departments by developing effective reporting structures and information-sharing platforms.
- Oversaw change management initiatives, ensuring smooth transitions during periods of organizational restructuring or process improvements.
- Drove innovation by encouraging creative problem-solving among team members and staying abreast of industry trends and best practices.
- Established a high-performance culture within the team by setting clear expectations and providing regular feedback on individual performance contributions.
- Contributed to budget planning, and initiatives for communications, planning and coordination of facility management and space allocations.
- Completed filings and upheld strict compliance with regulatory agencies and supervisors.
Senior Trading Support Specialist
Kestra Financial
12.2010 - 03.2018
Education
Communications
Texas State University
San Marcos, TXSkills
- Consulting
- Policy compliance
- Recruiting and Hiring
- Corporate presentations
- Public Speaking
- Process management oversight
- Department Policies & Procedure Implementation
- Operations Management
- Business Development
- Effective relationship building
- Organizational Development
- Staff Management
- Decision Making & Judgment
- Project Management
- Risk Management
- Performance Improvement
- Procedure Implementation
- Operational leadership
- Operational management
- Customer Service Management
- Customer Retention
- Department Oversight
- Data Analysis
- KPI Tracking
- Hiring and Onboarding
- Problem-solving abilities
- Management Team Building
- Excellent Communication
- Relationship Building
Certification
- Series 24, 7, 63, 66
Timeline
Assistant Vice President / Onboarding
Kestra Financial
03.2022 - 03.2024
Assistant Vice President / Client Service
Kestra Financial
03.2018 - 03.2022
Senior Trading Support Specialist
Kestra Financial
12.2010 - 03.2018
Communications
Texas State University
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