Vice President


Vice President

Education Level:


Will Relocate:



Accomplishments Guidance Software Inc. At GSI I defined and led the Sales Enablement training initiatives which led to the reversal of sliding stock prices and increased profit margins by 16% Re-tooled the on-boarding of professionals in a highly complex and technical environment and decreased time to productivity by 24+% and ramped up continuous career development Created cross enterprise collaboration to increase effectiveness of marketing, staffing (unique talent pool location and acquisition), channel sales, sales dashboards, client and employee engagement Recipient of the Cyber Security Industry Award for Cyber Security Training Charles Schwab Inc. By truly partnering with stakeholders we accomplished a complete change in corporate culture and re-tooled their national sales force and support staff. With this initiative Schwab was finally able to achieve the #1 position in customer service (JD Powers), increase sales 27% + each year, increase employee engagement by 32%+. By aligning the new hire on-boarding program with corporate initiatives and using state of the art training concepts we realized a 48% drop in attrition. Mutual of Omaha Inc. I coordinated the development and marketing of a new annuity that would re-define a well-known company to its current and potential client base. I faced a mostly hostile board but in less than a month I secured a green light to proceed. With a 5 million budget I then selected, developed, trained and supervised a top producing national sales force, initiated/completed 317 B2B sales contracts in the first year and exceeded sales goals by 63%. Farmers Insurance Quickly stemmed 2+ years of agent defection and increased gross sales by 18% in less than a year. Defined and executed strategic initiatives in diversity, change management, agile leadership, client and employee engagement, sales strategies, leadership development, and talent management. In collaboration with other SME's, I worked on 2 global initiatives, Diversity & Inclusion and Women's Leadership, and we brought them under budget (by over 30%) and on time. Due to the success of these initiative we were tapped to re-engineer Farmer's University (#1 in the nation) to keep it relevant and aligned with corporate mandates. The Garland When the Beverly Garland Hotel broke away from Holiday Inn, they aimed to create an experience for new, high end film, corporate and foreign visitors that relied more on the cultivation of staff and leadership than design. I cascaded my "Life Intelligence™ training to all employees over a two-year period ensuring that they were at the pinnacle of purveyors in guest service, experience and luxury. In that time, they have been awarded the Conde Naste Readers Choice award 2015, China's Preferred Business Destination and numerous other accolades. Princess Cruises Due to disastrous press and low CSI ratings, the cruise line was under tremendous pressure to rebrand, renew and reinvigorate their most integral employees (without raising salary). I immediately created a learning path for all with attention to new hires and re-purposed folks. I ensured that they were able to navigate and integrate seamlessly at any juncture. Then I developed a 7 track live and e-learning system that allowed all senior and junior managers to be met at their learning level and to gain cross functionality abilities and created an employee engagement model to ensure their happiness and productivity. This eliminated ad hoc training waste and built the foundation for progressive training. They then successfully returned to profitability and their NPS jumped over 30% Prior Employment WPFS-Registered Investment Advisory Firm C.E.O. As C.E.O I recruited sales advisors and managed, mentored, and monitored each advisor and all support staff. I oversaw all reporting aspects including mandated Federal, State and SEC filings and compliance. My people development methods were recognized for their efficacy by national firms that adopted my methods. Our success in this and within traditional markets resulted in our acquisition by a regional broker-dealer at 20 times book value I.N.G. Group VP Insurance & Annuity Wholesaling Devised and deployed a strategic marketing program to place a new and unknown product into an over saturated market. I persuaded agents and companies to join with an unknown company, Gained 30+% new clients year over year despite decreasing territory assignment each year. Increased sales volume by 30%+ each year My scope of management included: * Recruiting partner firms and sales representatives * Managing all sales representatives and internal staff P&L 16 million * Researching client climate, buying patterns, complaints, and industry gaps * Recruiting a national network of third party vendors to sell the products to their clients * Training the advisors in product knowledge and relationships sales methodology On the board of 3 NP's benefiting at risk youth, animal welfare, and tech for teens US Marine Corps/Nuclear, Biological and Chemical Warfare Officer BS Business Administration Licensed Ayurveda Physician RIA (Registered Investment Advisor) 42 Training Certifications