Robert Adams, LUTCF

Experience

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  CUNA Mutual

  Nov 1991 - Feb 2005

  Regional Vice President – SE/SW Marketing Division

  11/1991 – 02/2005Effectively oversaw 14 retail bank branches to include 7 District Sales Managers responsible for managing 150 financial advisors covering the SW/SE U.S. from New Mexico to Virginia.

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  Citi

  Feb 2005 - Aug 2008

  Senior Vice President / Area Manager

  Proactively managed, led, and oversaw the successful opening of 10 Denovo branches within a 2-year timeframe.

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  PNC

  Sept 2008 - Dec 2010

  Vice President / Regional Manager

  Held responsibility for driving overall P&L, to include leading 14 Branch Managers, across 14 locations throughout NW Indianapolis.

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  TD

  Dec 2010 - Aug 2014

  National Sales Manager / VP – Mass Affluent Products & Se

  Successful led the development of the FSR Program to include overseeing 18 Regional Managers, from ME to FL, with a focus on training designed to grow the FSR Program from 0 to 1000+ advisors.

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  Columbia Credit Union

  Aug 2014 - Feb 2017

  Vice President of Wealth Management

  Recognized with exceptional abilities in managing, leading, and overseeing the change of the Wealth Management Program to a new financial structure with a focus on new partnerships throughout the Credit Union as well as an incentive driven work culture.Consistently displayed optimal skills in onboarding, coaching, developing, and driving the P&L with an emphasis towards budget management, monthly/quarterly/annual updates, performance management, and due diligence of product selection.Credited with leading the resurgence of the Wealth Management Program as a long-term strategic initiative across the entire financial institution.Proactively directed RFP processes while conducting extensive due diligence with multiple broker-dealers to identify optimal strategic partners.Demonstrated solid abilities in establishing a synergistic work culture via integrating wealth management team with senior leadership and other internal partners.Successfully recruited, trained, and mentored personnel on new systems in support of operations, long term growth, and a collaborative teamwork environment.Displayed broad abilities in creating and implementing innovative disciplines, ensuring compliance with regulations and long-term success.Effectively streamlined processes through the creation of a disciplined sales process, integrated staff, and onboarding of new advisors.Credited with developing and implementing a phenomenally successful tiered incentive compensation plan for advisors.Provided optimal direction of support strategies for advisors and strategic partners, resulting in significantly increased referrals.Successfully led conversion from one broker-dealer to another in under nine months.Recognized with effectively spearheading change management initiatives to enhance industry integrity while maintaining and fostering professional relations. Show less

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  OBS Financial

  Feb 2017 - Feb 2020

  National Sales Manager

  Consistently displays in-depth skills and abilities in managing, leading, and overseeing a diverse cross-functional sales team in all areas of achieving annual sales goals with a focus on coordinating with Operations, Finance, Information Technology, Marketing, and Sales.Proactively spearheads relationship-based sales processes across retail, financial institution, and qualified plan channels.Effectively implements new sales activity / metrics disciplines while utilizing Salesforce to measure weekly.Credited with significantly increasing year-over-year (YOY) net sales by $212M, a 68% increase.Successfully grew YOY retail and financial institution revenues by 31%, up by $1.6M; qualified plan channel by 47%, up by $338K.Demonstrated solid abilities in driving volume of new advisors, resulting in placing first piece of business with OBS by 12%.Recognized with exceptional abilities in integrating overall introduction and onboarding of two new broker-dealers to an OBS sales platform. Show less

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  None

  Nov 2019 - now

  Unfortunately Currently Unable To Work Due to a Medical Diability