Management / Consulting Executive Resume

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  • Reputable leader and strategic developer with a successful background orchestrating start-ups as well  as elevating organizational performance through skillful restructuring.

  • Effective in boosting sales revenues and impacting unit recognition, productivity, and membership through advanced leadership and implementations.

  • Expert in the identification, analysis, and resolution of diverse operational issues, continuously maintaining top performance while offering superior programs/services.

  • Skilled presenter, communicator, and trainer with success targeting large community groups, impacting organizational performance and reputation.

  • Superior capabilities in selection, recruitment, training, and development of top performing talents.

  • Highly focused on adhering to organizational missions and philosophy while positively impacting bottom line and daily performance.

  • Recipient of multiple national, industry, and organizational awards for superior leadership, performance, and contributions. Commendations included ...  and ... recognition.


Operations Management: Team  Building, Human Resources, Personnel Benefits, Team  Facilitation, Training/ Development

Research & Development:  Strategic/Tactical Planning, Competitor Analysis Marketing  Strategies, Policy/ Procedure Development, Problem Resolution,  Project Planning, and Risk Management

Organizational: P&L  Management, Financial Reporting, Budget Planning/Preparation  Expense Reductions, and Cost Control

Public/Business Relations:  Seminars, Community Presentations, Contract Negotiations Board  Participation, Team Facilitation, and Member Management


COMPANY NAME, location, dates
Non-profit organization description

National President/CEO
Primary leadership force of product sales operations, providing  the overall management of more than $600M assets while  maintaining a Risk Based Capital of 142%. Ensured the effective  promotion, communication, and delivery of member services to  over 200,000 individuals. Managed a team of 150 office personnel  and 300 field agents/managers with offices in 42 states.  Controlled charitable budgets, organizational profits/losses,  and overall expenditures while enforcing compliance with goals  and standards. Spearheaded competitive market analysis,  marketing/strategic planning, employee benefits, human resources  operations, and production tracking focused on maintaining  superior organizational performance. Liaised with the public,  charitable organizations, and community leaders on a national  level. Provided representation in major events, serving as a key  speaker and member of community and national boards.

  • Successfully maintained top national  ratings throughout 7-year tenure.

  • Chosen to serve as a board member of the  National Trade Association for Fraternal Benefit Societies  as well the American Council of Life Insurance and LIMRA  Marketing Forum board.



Revenue Growth:

  • Boosted annual sales from $25M to over $35M.

  • Successfully penetrated the senior market  through skillful negotiation and cultivation of a key  partnership with a national marketing firm that enabled the  organization to offer a proprietary Medicare supplement to  members. Result: Grew membership 10% for the first time in  50 years, reversing membership decline.

  • Recommended the initiation of a profit  subsidiary corporation focused on providing members with  alternative financial products. Result: Unit achieved 20%  revenue increases the first year and profitability in the  4th year of operation.

Expense Reductions:

  • Captured $7M savings through orderly  dissolution of the organization's retirement home, ensuring  all residents were successfully and safely placed in  facilities equipped to meet their individual needs.

  • Slashed budget 20% in the first year of  strategic plan development/implementation, exceeding  established goals and forecasts through expenditure  reductions. Achievement resulted from comprehensive analysis  and enhancement of products/commission plans.

  • Propelled marketing results and  re-designed the organization's national magazine,  restructuring the publication from monthly to quarterly.  Result: Saved more than $200K annually.

  • Introduced an early retirement plan  that captured 10% reductions in personnel staffing costs.


University and location

  • Life Insurance Management  Institute-Certifications in Corporate Strategies, Marketing,  Financial, and Leadership

  • Multi-State Life and Health Insurance License

  • LIMRA-LIFC (LIMRA Life Insurance Fellow)