Experience

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  Td ameritrade

  Jan 2007 - Oct 2011

  •Responsible for managing change initiatives for Brokerage Operations and T2 (Our IT Division).•During my time at TD Ameritrade I received 5 promotions in less than 5 years for outstanding performance.•Project Managed large scale enterprise technology projects to successful business integration.•Led programs that developed the capabilities, competencies & skill sets of Brokerage Operations and T2 to align with CEO goals and objectives.•Recruited, developed and built several high performing teams and within the organization. •Experience with leading through various mergers and acquisitions (TD Waterhouse & thinkorswim). Show less •Instrumental in leading, recruiting, hiring and developing the Corporate Actions & Dividends client support team in Fort Worth, Texas.•Led Team Shepherd to a successful BCP in May of 2010 with a 99.6% Service Level.•Developed and trained associates to identify organic growth opportunities while servicing client needs (Service & Sales) and managing departmental and firm risk.•The Service & Sales initiative resulted in generating $9.5 Million in new assets for the firm in calendar year 2010. Show less •Led Investor Services Team to 89% customer satisfaction score, $5.5 million in converted new assets and a 15.5% conversion ratio in Q4, 2008.•Worked with various department supervisors to coordinate and train Team Nelson in Q1, 2009 for queue consolidation.•Encouraged and supported daily efforts to drive company goals and initiatives through one on one coaching and conversation monitoring.•Named ATM of the Quarter while under Scott Nelson in Q2, 2009 for outstanding performance.•Developed and motivated peers and countless new hires to become promotion worthy. •Assisted employees to meet their career goals of which I had three associates promoted in Q2, 2008.•Created and developed new programs and incentives to inspire and motivate behavior to meet company goals and objectives. Show less

  • Program Manager | Organization Development

    Nov 2010 - Oct 2011

  • Team Manager | Corporate Actions & Stock Reorganizations

    Oct 2009 - Nov 2010

  • Assistant Team Manager | Retail Services & Resource Desk

    Jan 2008 - Oct 2009

  • Senior Financial Services Trader

    Jan 2007 - Jan 2008
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  Berkey® water systems

  Oct 2011 - Dec 2020

  •Championed the construction of a new corporate website which included creative design, user experience, brand messaging, product images, and video. The website will allow for better conversion rates, better reporting, automation of business processes and meet a number of needs requested from our customers. •Worked across departments to introduce back office (CMS) and third party module integration from the new website that meet compliance regulations, changes in policy, and training for employees as it related to the changes in business processes. These changes also resulted in cost reduction efficiency’s for the organization.•Successfully integrated new marketing channels to include digital advertising, search engine optimization, email marketing (Mail Chimp) and Social Media Marketing (YouTube, Facebook, Google +, Twitter, LinkedIn). •Enhanced product branding, creative strategy and messaging on countless marketing campaigns that led to the crossover of our products to new markets.•Increased Customer Service Levels for phone (98.5% of calls answered within 5 seconds) and email support (24 hour turnaround for email support).•Led and developed B2B sales staff to over 100 solicited business accounts that are currently generating 30K a month (and growing) in additional revenue.•Created and maintained the cross –selling, upselling (B2C) and lead generation programs Retail Services. •Regularly work with legal advisors to write and revise contracts and agreements pertaining to settlements, supplier terms, product exclusivity, and confidentiality, non-compete, distributor agreements and website terms & conditions.•Responsible for all PCI –DSS (Payment Card Industry Data Security Standards) policy and procedure creation, access controls, annual review and compliance.•Performed key decision making roles in regards to new product development, vendor negotiations, supply chain management and the acquisition of new suppliers (domestic and international). Show less

  • President of North American Operations

    Jul 2017 - Dec 2020

  • Director | Business Development & Marketing

    Oct 2011 - Jun 2017