Summary
Overview
Work History
Education
Skills
Timeline
Generic

Wayne Gresham

Tomball,TX

Summary

Multi-talented Senior Executive knowledgeable about sales, operations and personnel management. Successful at stepping into diverse positions and making immediate positive contributions. Focused on optimizing operations and motivating employees while establishing market dominance.

Overview

33
33
years of professional experience

Work History

VP, Business Development/HR/Post Closing

New City Mortgage, LLC
06.2018 - 12.2023
  • Spearheaded cross-functional initiatives across departments to achieve business goals for bottom-line profits.
  • Hired and managed employees to maximize productivity while training staff on best practices and protocols.
  • Increased company growth through collaboration with sales and marketing departments.
  • Aligned organizational objectives with company mission to increase business growth and integrate work strategies.
  • Developed and implemented new strategies and policies to establish long-term business objectives and provide strong and sustainable organizational leadership.
  • Directed market expansions to propel business forward, meet changing customer needs.
  • Streamlined operations to maximize business efficiency and profits.
  • Represented organization at industry conferences and events.
  • Led recruitment and development of strategic alliances to maximize utilization of existing talent and capabilities.
  • Managed financial, operational and human resources to optimize business performance.

CEO

Integrity Retirement
08.2009 - 02.2018
  • Developed key operational initiatives to drive and maintain substantial business growth.
  • Cultivated forward-thinking, inclusive, and performance-oriented business culture to lead industry in innovation and push progress.
  • Identified new revenue generation opportunities to maximize bottom-line profitability.
  • Established foundational processes for business operations.
  • Directed market expansions to propel business forward, meet changing customer needs.
  • Procured and coordinated new resources to achieve sales targets within optimal timeframes.
  • Managed financial, operational and human resources to optimize business performance.

Financial/Retirement Advisor

AIG/Valic
03.2005 - 08.2009
  • Built and maintained relationships with clients to provide ongoing support.
  • Met with clients to discuss assets, expenses, and long-term and short-term investment goals to devise personalized financial plans.
  • Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
  • Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
  • Developed comprehensive retirement planning strategies to help clients maximize retirement savings.

Financial Advisor

Citistreet
01.2002 - 03.2005
  • Met with clients to discuss assets, expenses, and long-term and short-term investment goals to devise personalized financial plans.
  • Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
  • Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
  • Provided specialized financial planning support for clients with diverse portfolios and individual needs.

Financial Advisor

UBS Financial Services
01.2000 - 01.2002
  • Met with clients to discuss assets, expenses, and long-term and short-term investment goals to devise personalized financial plans.
  • Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
  • Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.

Branch Manager

Supershot, INC
05.1991 - 01.2000
  • Assessed employee performance and developed improvement plans.
  • Met deadlines by proactively managing individual and team tasks and streamlining processes.
  • Analyzed business processes to identify cost savings and operational efficiencies.
  • Enhanced branch production rates by handling staff conflicts, evaluations, hiring, and termination processes and coaching employees on company protocol and payroll operations.

Education

No Degree - Education

Lamar University
Beaumont, TX

High School Diploma -

Anahuac High School
Anahuac, TX

Skills

    • Financial Management
    • Innovation Management
    • Customer Relationship Management
    • Conflict Resolution
    • Risk Management
    • Strategic Planning
      • Team Building
      • Profit and Loss Management
      • Leadership Development
      • Operations Management
      • Financial Leadership
      • Business Development

Timeline

VP, Business Development/HR/Post Closing

New City Mortgage, LLC
06.2018 - 12.2023

CEO

Integrity Retirement
08.2009 - 02.2018

Financial/Retirement Advisor

AIG/Valic
03.2005 - 08.2009

Financial Advisor

Citistreet
01.2002 - 03.2005

Financial Advisor

UBS Financial Services
01.2000 - 01.2002

Branch Manager

Supershot, INC
05.1991 - 01.2000

No Degree - Education

Lamar University

High School Diploma -

Anahuac High School

Similar Profiles

CREATE PROFILE
Wayne Gresham