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Operations and Profitability Improvement


bullet 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.


bullet 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.


bullet 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.


bullet 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.


bullet 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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