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Operations and Profitability Improvement
 | Sales and Account Management Improvement.
Developed and initiated divisional sales strategy for a leading global brokerage firm. Built national sales strategy and tools to increase impact with Financial Advisors and clients. Coordinated rollout campaign for innovative account product which attracted $80 million in initial year. Improved service quality to High Net Worth clients through revised account management, reporting, and communications. Increased operational profitability by expediting investment of funds.
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| Strategic Planning and
Operations Improvement.
Facilitated corporate strategic planning for executive
management of a workforce and economic development agency. Developed
initiatives to maximize contract revenue through improved
operations, performance metrics and partnership management. Worked
collaboratively with staff and management to optimize roles and
define business requirements for upgraded database and reporting
system. |
| Productivity and Cash Flow Enhancement.
Improved training and workflow for a $140 million direct mail company. Established performance metrics, streamlined and automated process, and restructured roles. Increased processing efficiency by 50% and cash flow by 10%, across publications.
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| Quality Standards Training Program.
Designed program to support quality improvement for the primary
producer of Sears Craftsman hand tools, covering five manufacturing
plants. Led internal team of training and quality control
specialists to review the planning process, define objectives, and
integrate new standards with the company culture. |
| Knowledge Management and Corporate Financial
Reporting
Challenge: Large conglomerate needed better
information coordination across globally dispersed subsidiaries.
Solution: Built Intranet knowledge management and
corporate financial reporting system at Fortune 500 global
manufacturer. Provided worldwide infrastructure to exchange
documents and business tools.
Benefits: Replaced complex manual process with
real-time data reporting and allowed roll-up of financial data
across international subsidiaries. |
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