Experience

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  Great western financial securities, inc

  Jan 1984 - Jan 1987

  First vice president

  Became #1 producer in company.

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  Dean witter reynolds, inc

  Jan 1987 - Jan 1989

  Financial advisor
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  Banc of america investments

  Jan 1989 - Jul 1998

  Directed 250 staff in six districts in California and Oregon accounting for $43 million in revenues Successfully transitioned region to new sales model by leading changeGrew size of region from 64 Financial Advisors to 143 through active recruiting.Achieved #1 region in proprietary product sales and revenuesResponsible for bank-wide rollout and implementation of BofA's Women's Financial Initiative, providing women with information, education, and access to financial options Committees and task forces: Women's Financial Initiative, Financial Planning Team, Communications Team, Sales Model Team, Product Review Committee, Mutual Fund Selection Committee, 1099 Redesign Committee, Series 6 Task Force, Invest-By-Phone Task Force Show less

  • Senior Vice President, Regional Director

    Jan 1992 - Jul 1998

  • Vice President, District Manager

    Jan 1989 - Jan 1992
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  Merrill lynch -- sacramento

  Jan 1999 - Jan 2001

  Sales manager

  Responsible for recruiting, business planning, coaching, training and motivation of approximately 100 Financial Consultants in the Sacramento Complex.Successfully lead financial planning initiative to transition transactional brokers to planning basedDeveloped and implemented Professional Development Program for new Financial Consultants Developed and implemented mentor program

• 

  Merrill lynch

  Jan 2001 - Nov 2005

  Responsible for recruiting, business planning, coaching, training for 170 Financial Advisors; and achieving the critical objectives of the organization, including revenue growth, client acquisition and retention, and sales force growth.Developed and implemented successful training program for new FA'sConducted practice management coaching sessions for 15 teamsDeveloped and implemented recruiting program for new hires Responsible for recruiting, business planning, coaching, training, and achieving the critical objectives of the organization.Selected as Resident Manager of the Year for 2001 nationwide Folsom Office ranked #4 nationwide in Triple Crown 2002

  • Associate Director

    Jun 2004 - Nov 2005

  • Resident Manager

    Jan 2001 - Jun 2004
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  Chase investments, formerly wamu investments

  Nov 2005 - Nov 2009

  Region manager

  Responsible for recruiting, business planning, coaching and motivating Financial Consultants and Financial Associates in region, and achieving the critical objectives of the organization.Leading top-ranked region in companyConduct practice management coaching sessions with teams ongoingDeveloped strong relationships with staff; retained employees during volatile environment by leading through changes

• 

  Allstate financial

  Jan 2011 - Sept 2015

  Regional financial sales leader

  Responsible for leading and growing a strong financial sales team to leverage the Allstate agency channel with financial service solutions for our clients. My region includes Washington, Oregon, Idaho, Alaska and Hawaii.

• 

  Retirement

  Sept 2015 - now

  Retiree

  After 40 years in financial services, I retired (or as I like to say, re-wired) and am enjoying the next phase of my life. I do like to stay in touch, and I wish you all the best.