Don Horton

Experience

• 

  TIAA-CREF

  Nov 1988 - Aug 2000

  Senior Consulting Officer

  Promoted TIAA-CREF investments and retirement services to colleges, universities and other non-profit education and research institutions.• Reduced regional office technology costs by over $1,900,000 in the first year of implementation by initiating a field consultant technology needs analysis, selecting and managing project team, developing business requirements, completing hardware evaluations, recommending purchasing guidelines.• Managed a cross-functional project team that designed, developed and implemented a comprehensive financial education seminar series and coordinated the related training curriculum. Rolled out ahead of schedule and 45% under budget.• Reduced costs of field office presentations by over $70,000 annually through proactive leadership and introducing innovative technology solutions.• Reduced costs and reliance on multiple software systems while improving consultant efficiency by initiating an examination of regional office software needs. Assembled project team, developed business requirements and design elements. Show less

• 

  TIAA-CREF Trust Company, FSB

  Aug 2000 - Feb 2006

  Regional Vice President Investment Management and Fiduciary Services

  Developed new business opportunities from high net worth individuals for Private Asset Management in the Southern Region. Trained, coached, and mentored advisor network.• Increased personal net new business 340% over five-year period by developing referral relationships with 16 wealth management advisors, 50 phone center representatives, and 30 regional office retirement services consultants.• Increased new business leads by 25% through implementing a sales strategy for the Southern Region that included sales seminars.• Maximized client interaction opportunities while delivering consistent corporate message by developing and implementing a company wide sales seminar for 12 investment and fiduciary services consultants. • Improved client retention rate from 90% to 99% with over $160,000,000 under management by educating clients on return expectations for various asset allocations and appropriate income distribution strategies.. Show less

• 

  Solutions for Seniors

  Mar 2006 - Jan 2011

  Wealth Strategist

  Solutions for Seniors® is an organization dedicated to providing a caring compassionate consulting service for Seniors and their families as they work through the issues of aging and evaluate the available options.Solutions for Seniors® works independently of any home health care agency, assisted living community or long term health care facility. We will provide the objectivity needed to help the family make the appropriate choices.

• 

  SunTrust Bank

  Jan 2008 - May 2009

  Vice President, Sr. Client Manager, Foundations & Endowments Specialty Practice

  Primary point of contact for institutional client relationships representing more than $1.5 billion in assets under management. Developed relationships through frequent meetings and probing for concerns. Coordinated presentations, appropriate resources, and service delivery. • Developed new business opportunities of more than $95 million in new assets.• Increased client Reg. 9 compliance from 82% to 100% resulting in $457,000 fees retained.

• 

  Morgan Stanley Wealth Management

  Jan 2011 - Mar 2014

  Contract Trainer

  Technology training - Morgan Stanley wealth advisors, client service associates, operations and compliance managersTraining on trading platforms, performance reporting and analytical tools, systems integration, client relationship management tools, advisory product offeringsClassroom presentations and one-on-one coaching

• 

  Horton Financial Strategies, RIA

  Mar 2014 - Jan 2022

  Principal and Consultant

  Investment Advisor Representative. Fee only financial planning and investment advice. Unaffiliated with a bank, brokerage firm, or insurance company. Providing objective investment advice.

• 

  City of Roswell, Georgia

  Nov 2015 - Aug 2017

  Roswell City Council Post 3

  City government