Adam Kern

Experience

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  MTC Distributing

  Nov 2002 - Jul 2005

  Account Executive

  • Utilized sales and account management skills to assess client needs, grow business within assigned territory, and design marketing strategies to maximize my client’s earnings/square ft. of retail space.• Increased my overall territory sales by an average of 126% each year in addition to opening 116 new accounts during a 3-year span.• Proposed and implemented several sales process improvements for more efficiency and better client satisfaction overall. • Selected to train new hires due to my proven methods of running one of the center’s most efficient sales routes. Show less

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  E-LOAN

  Jul 2005 - Dec 2007

  Loan Consultant - HELOC Team Leader

  • Designed equity home loan solutions based on client’s needs and facilitating every step from application to signing.• Earned the Presidents Club Award of Excellence in my first year with the company for the highest conversion rate.• Funded over 520 equity loans for a total of over $37 Million in loan amount, both team highs.• Selected as Team Leader and tasked with designing and teaching sales procedures to peers within equity division.

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  Bank of America Merrill Lynch

  Dec 2007 - Jul 2014

  Client Servicing Escalation Team Manager, AVP

  • Management/Supervision over the Client Servicing Escalation team of 11 consultants requiring immediate and frequent hands-on involvement.• Successfully transitioned the unit to a brand-new Client Servicing platform well under expected SLA by designing tailor-made training programs that focused on individual areas of need.• Under my leadership, the team improved in every delivery category by an average of 24% above goal while maintaining a 99% overall satisfaction rating towards our SLA.Global Wealth Investment Management Trust Consultant- Team Leader (2010-2013)• Primary consultant for cross-platform trading clients within Bank of America, US Trust and Merrill Lynch.• Consult with senior management to define and manage projects that encompass and impact many products utilized in the management of a client’s trust.Client Fulfillment Project Manager, Global Corporate & Treasury (2008-2010)• Managed Global & Corporate high dollar projects from beginning–to-end utilizing the DMAIC phases of Six Sigma to ensure smooth implementation of treasury management products for large corporate clients• As a top performer, asked to coach fellow associates on desk routine & client connection skills for effective execution.Premier Client Manager – Account Executive (2007-2008)• Built, managed, and maintained relationships with Premier Clients by assessment of needs, financial planning, and execution of customized wealth management solutions.• Top 10 nationwide for overall business including new accounts, new money, retention, and client satisfaction.• Brought in more than $17 Million in new money to bank for 2008 including over 75 new brokerage accounts in 3 quarters.• Awarded “Best Overall Financial Specialist” voted on by peers and chosen to star in nationwide training video. Show less

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  JPMorganChase

  Nov 2014 - Oct 2015

  Team Manager - Domestic Corporate Actions CIB

  (Entire Division relocated to Brooklyn, NY from Plano, TX)• Supervised a successful team of investment operations analysts in their day-to-day functions by utilizing methods such as side-by-side coaching, qualitative feedback, and true risk awareness.• Created a new system now used to measure performance vs. objectives for all operations analysts enabling managers to discover possible knowledge gaps.• Planned and executed an annual budget with Sr Leadership.• Championed, developed, and implemented updated communication standards for my group resulting in huge satisfaction increases from both external and internal clients.• Zero losses during my tenure as manager due to strict accountability expectations and my work to streamline procedures across the unit for more consistency.• Earned 100% rating from my staff in all internal Leadership Satisfaction Surveys. Show less

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  Robert Half

  Oct 2015 - May 2016

  Recruiting Manager

  • Developed new business opportunities through strategic marketing engagement.• Recruiting, evaluating, and placing finance and accounting professionals in full-time positions with our clients.• Achieved “Expert” status in my application of LinkedIn which I used to teach fellow co-workers.• Required to provide outstanding customer service to both clients and candidates.• Leveraged professional top-flight training to effectively guide & advise both clients and candidates.• Participated in several industry trade associations to increase presence within the local finance and accounting community. Show less

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  Workforce Solutions for North Central Texas

  May 2016 - May 2022

  Senior Business Development Liaison

  • Built and maintained long term partnerships with all employers, community leaders, educators, and econ dev entities within our 14-county territory by serving as liaison & advisor of all workforce development services available through Workforce Board (TWC).• Designed, built, implemented, and trained all staff on the new CRM system. This includes creating all training curriculum, desk guides, procedures, and videos. Served as the Workforce Board’s only SME and Lead Organization Admin for all partner engagement tracking and was awarded a NCTCOG PRIDE award for instruction & innovation.• Modernized the partner relationship process for both internal & cross departmental staff teams resulting in a 3-to-1 improvement in follow-up times.• Served as the keynote speaker at several conferences, luncheons, business and workforce expert panels, host sessions & events representing the Workforce Development Board. Also volunteer to serve as speaker/trainer at many colleges, nonprofits and high schools educating young adults in career readiness. • Leader of a task force to design a 3-year Strategic Plan including the development of an entirely new Partner Relationship Model and trained the entire staff when implementing the new model.• Designed and actively hosted training sessions for career seekers on Social Media Responsibility, LinkedIn for Employers, LinkedIn for Veterans, LinkedIn for Workforce Solutions internal center staff, Business Development Model for Workforce Boards, and more. • Created all current PowerPoint presentations that are used by the entire Business Development Unit for public presentations.• Updated the previously outdated Business Development Model to the current model resulting in 40% increase in quality engagements per month, a 70% increase in total targeted industry partners both resulting in much stronger relationships with those we serve. Show less

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  Amazon

  May 2022 - Mar 2024

  Workforce Development Specialist

  • Develop and maintain strategic partnerships with national & locally based stakeholders and community leaders to create candidate referral pipelines to meet the labor demands of all sites.• Function as the single point of contact for all stakeholders while balancing the consistent ambiguity and changing tides, adapting and learning with speed on complex issues, anticipating questions/reactions, and formulating effective executable plans.• Collaborate cross-functionally with all Amazon teams to develop Engagement Strategies and Projects.• Create and implement annual and quarterly strategic plans to launch initiatives supporting Veterans, Military Spouses, Students, People with Disabilities, Underrepresented Populations, or DEI efforts.• Analyze copious amounts of market demographics and labor supply data from multiple sources to support decision making when planning launches, CG events, marketing campaigns and lead generation. - Significant Achievements at Amazon• Have facilitated over 300 virtual Information Session & Introduction partnership presentation meetings and over 100 in-person presentations resulting in a 200% increase in community partnerships year-over-year since I joined Amazon.• Partner engagement efforts have assisted maintaining a labor order fill rate above 98% for the 2 busiest nodes in Texas region, resulting in over 53,000 warehouse associates hired in 2023 alone. • Leader or Member of the following project teams: - New CRM system implementation and learning development team. - Learning & Development (L&D) WDS Training audit and redesign project. - War Room (Resource Hub) market data and UAT testing. - Candidate Referral’s SME team. - Metrics and CG Goal Reporting Dashboard. - Agile Risk Task Force.• Created, published, implemented and trained associates on a new Standard Operating Procedure (SOP) for maximizing partnerships with State Workforce Development Agencies network wide. Show less

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  Parker County Center of Hope

  Mar 2024 - now

  Director of Development