Molly J. Mackey, MBA, CPTD

Experience

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  Transamerica Retirement Services

  Jul 2005 - Feb 2008

  Internal Sales Consultant

  Obtained Series 6, 63, Iowa Life licenses and ARPC designation.Provided in depth knowledge of retirement plan design to financial advisors as well as their CEO, CFO and executive management clients.Coordinated fund partners for the 2008 National Sales Conference and attained over $100k in sponsorship commitments.

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  Rockwell Collins

  Feb 2008 - Sept 2009

  Product Planning Analyst

  Actively managed between $18M and $23M of inventory by performing monthly in-depth analysis of sales forecast, sales demand and committed sales orders. Backorder processed SAP to ensure approximately $50k – $500k of product is counted toward quarterly sales goals per week.Acquired Lean Associate Designation and participated in Lean Events that resulted in savings of over 10 man hours per month.

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  Kirkwood Community College

  Aug 2009 - May 2012

  Instructor – Human Relations in Management

  *Instruct students on using emotional intelligence and soft skills.*Teach students basic business principles.*Facilitate group projects to promote teamwork and application of principles.

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  Principal Financial, Mutual of Omaha and Midwest Heritage Bank

  Sept 2009 - Sept 2014

  Financial and Retirement Advisor

   Managed, protected and built wealth for individuals and small businesses.  Mentored, field trained and recruited new financial advisers. Developed and marketed financial services program for Hy-Vee’s eastern territory. Life, Health, 65, and 7 Licensed

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  Rockwell Collins

  Sept 2013 - May 2014

  Sr. Benefits Analyst

  *Oversaw Total Remuneration Project in US Market*Assisted in development of benchmark and scorecard metrics for Total Remuneration US*Advanced the wealth management and financial wellness strategy*Implemented and Coordinated Retirement and Savings Plan Communication*Consulted on Global Retirement, Wealth and Savings Strategy

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  Area Substance Abuse Council

  Nov 2014 - Nov 2016

  ASAC Patient Support Specialist

  *Provide support to individuals admitted into the in-patient substance abuse program.*Facilitate group treatment sessions and reflections.*Collaborate with counselors and support staff to ensure treatment and medication compliance.

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  GE Capital

  Apr 2015 - Nov 2016

  Financial Adjustments

   Transfer loan and lease accounts between business entities in the event of a sale or bankruptcy. Responsible for making and checking the accuracy of accounting entries. Apply cash vouchers and payment vouchers on accounts.

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  Kirkwood Community College

  Jan 2017 - Aug 2019

  Instructor - Principles of Selling, Principles of Marketing and Intro to Business

  * Use a variety of teaching techniques to ensure student understanding and application of concepts.* Cover basic business and sales practices and how to implement them.*Lecture bridging the gap between real world experience and academic principles.

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  Optimae LifeServices, Inc.

  May 2017 - Apr 2024

  *Lead a cross-regional team of KAT specialists, HR professionals and health care staff.*Drive and cultivate strategic training initiatives to align with business objectives.*Develop and implement competency-based leadership training programs.*Awarded over $145,000 between Iowa Innovation and ARPA Grants to fund leadership programs.*Coordinate and facilitate successful Annual Leadership Conferences.*Facilitate and implement LMS and computer-based training programs.*Design and implement training feedback initiatives. Show less

  • Director, Knowledge Acquisition and Transfer

    Mar 2022 - Apr 2024

  • Knowledge Aquisition and Transfer Coordinator

    Apr 2019 - Mar 2022

  • Payee Manager

    May 2017 - Apr 2019
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  Upper Iowa University

  Aug 2019 - Aug 2021

  Adjunct Professor Of Business

  Teach business, business strategy to students at Upper Iowa. Courses taught include: Human Resource Management, Business Management and Marketing.

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  LEAdeRNship Institute, LLC

  Jan 2021 - now

  Chief Learning Officer