Jan Gary

Experience

• 

  Thomson Reuters

  Jan 1992 - Jan 2000

  Directed business relationships with client firms and managed staff responsible for optimizing these relationships. Consulted with clients at executive level to determine business direction and needs, resolve outstanding issues, recommend products, and negotiate contracts. Led team of Technical Writers and Trainers in producing reference and training materials across all product lines. Spearheaded conversion to online delivery, led production of promotional training video, and launched training division to support new client conversions.

  • Manager of Account Relationship Management

    Jan 1998 - Jan 2000

  • Manager of Educational Development & Documentation

    Jan 1992 - Jan 1998
• 

  Robert W. Baird & Co.

  Jun 2001 - Nov 2013

  Led development of 5-year technology roadmap and prioritization process; cultivated business relationship with PWM, to understand business objectives and direct the IT Project Portfolio accordingly; oversaw major technology initiatives and project teams delivering digital solutions. Developer and manager of department supporting Financial Advisors through the provision of consultation and tools designed to optimize branch process efficiency and technology productivity. Recruited to navigate a strategic business change with Northwestern Mutual as it entered the investment services business, clearing through Baird. Consulted with client as primary liaison for clearing needs, service issues, and technology projects.

  • Director of Technology - Private Wealth Management

    Sept 2009 - Nov 2013

  • Manager of Best Practices - Private Wealth Management

    Mar 2005 - Sept 2009

  • Manager of Correspondent Services Relationship

    Jun 2001 - Mar 2005
• 

  Northwestern Mutual

  Apr 2014 - Jan 2019

  Led cross-functional agile teams to innovate new service for onboarding and developing new reps. Led change management and product management teams in enterprise CRM rollout, transitioning over 14k users from long-standing CRM system (Siebel) to new Microsoft Dynamics CRM.

  • Assistant Director, Field Strategy & Advisor Development

    May 2016 - Jan 2019

  • Assistant Director, Field Technology

    Apr 2014 - May 2016
• 

  GERMANTOWN IRON & STEEL CORPORATION

  Jan 2023 - now

  Director of Quality & Best Practices

  Leading the identification and execution of change initiatives designed to support the company's vision for growth and continuous improvement. Includes establishing a Quality Management System and obtaining AISC (American Institute of Steel Construction) quality certification.