top of page
IMG_0505.JPG

Jeff Tiefenthaler

Phone:

  • (469) 792-3329

Email:

Address's

  • Dallas, TX 75219

  • West Des Moines, IA 50266

Visit My Other Websites

  • Refyned Strategic Group
  • Jeff's LinkedIn
  • Refyned S.G. LinkedIn
Resume 1st Page.png

Hello, I'm Jeff and wanted to welcome you to my Professional Website!

CAREER SUMMARY

10+ Years’ Experience

  • Workforce Solutions | Full-Cycle Recruiting | Staffing | Retained Search | Talent Acquisition | Managed Consulting | Pipelining | Sourcing | Interviewing

  • Financial Services | Financial Advisory Planning | Wealth Management & Investments | Annuities | Estate Planning | Insurance (Life-Health-Disability-LTC)​​

  • Human Resources | Onboarding | Compensation/Bonus Design | Background Checks | Employee Engagement | Offer Letters | Job Description/Posting Mgmt.

  • Oversee Vendors, Contract Negotiations & Service Agreement Management (MSP, RPO, SLA, MSA, PSA, RFP, SOW, VMS) & Applicant Tracking Systems

  • Human Capital Mgmt. | Organizational Planning & Execution | Structural Alignment & Transformation | Performance Management, Reviews & Goal Planning

​​

20+ Years’ Experience

  • Sales | Consulting | Business Development | Account Management | Client Acquisition & Retention | Cross-Selling | Cross-Selling | Account Mushrooming

  • Sales Enablement | Go-To Market Strategies | Learning & Development | Training/Mentoring/Coaching | Behavioral Assessments | Sales Psychology Methods

  • Sales Leadership/Management | Building & Developing High Performing Teams | KPI & OKR Creation/Tracking | Generate Positive & Competitive Cultures

  • Content Marketing Design | Corporate Branding | Product-Services Roll-Out & Adaption | Bid/Proposal Creation | Evaluation of Program Success & ROI

  • Cold Calling | Networking | Prospecting | Lead-Sales Generation | Cadence based Follow-Up | Social Media Marketing | Structured Email/LinkedIn Messaging

  • Effective Communication | Public Speaking | Active Listening | Reading/Analyzing Body Language | In-Person & Video Presentations | Client Quality Control

  • Interface w/ C-Suite/Private Equity groups/Stakeholders | Foster Strong Internal/External Relationships | Enhancing Team Collaboration & Communication

  • Process & Procedure Improvement | Budgeting/Forecasting | Activity Metric Reporting | P&L Mgmt. | Sales & Trend Analysis | Data Analysis & Interpretation

  • Internal Controls & Corporate Policy | Governance, Risk & Compliance (GRC) Management | FINRA, SEC, Federal Reserve Board & FDIC adherence

  • Grow/Manage Multi-Functional Regional & National Teams | Research & Assess Industry Trends, Changes & Best Practices | Competitor Tracking

  • Technology Adoption | CRM Database Mgmt. | CRM/Sales Systems Implementation, Roll-out & Training | Oversee Projects across Multiple Business Units

  • Creation of Training/Developmental Programs & Course Curriculum | Market Share Growth Strategies​ | Expanding New Markets, Services & Divisions

EDUCATION, LICENSES & CERTIFIATIONS

EDUCATION | LICENSES | CERTIFICATIONS

image.png

Iowa State University (Ivy College of Business)

Bachelors of Science: Finance & Management

image_edited.jpg

University of Alicante (Spain)

International Business & Spanish

The American College.png

The American College

Chartered Life Underwriter (CLU)

Trec.png

The American College

Texas Real Estate License

FINRA1.jpg

Financial Industry Regulatory Authority

Series 6  |  Series 63  |  Series 65

PARWCC.png

Professional Association of Resume

Writers & Career Coaches

  • Professional Resume Writer Certification (CPRW)

  • Certified Professional Career Coach (CPCC)

Iowa Insurance.png

Iowa Industry Division

Life & Health Insurance License

Administrator.png

Salesforce

Certified Administrator 

image.png

Sander Sales Training

Coaching & Certification

PROFESSIONAL CHARACTERISTICS & WORKSTYLE

Over the past 20+ years, I’ve had the fortune to have been involved with a variety of industries, responsibilities, companies, and incredible leaders; which has allowed me to accumulate a unique array of knowledge & skills.

  • This has given me the ability to make an immediate impact across any organization looking to grow revenue, increase market share, enhance efficiencies, and develop new/existing employees.


**CORE STRENGTHS & ABILITIES**

  1. Critical Thinker who’s able to handle pressure, deadlines, multitask and work through difficult situations by staying organized, resourceful & prioritize information while leveraging my past experiences to make important decisions quickly & decisively.​

  2. Innovative Leader who's positive, charismatic and optimistic which enables quick relatability to build trust, rapport & credibility with teams, clients, executive leadership, shareholders & sponsors.

    • This builds a true culture & sense of value within any group or organization

  3. ​Effective Communicator who's able to thoroughly articulate a vision, develop an OKR action plan through collaboration & team buy-in, then execute the plan from start to finish. More importantly, I can do this while keeping everyone fixated on the daily process to reach the vision & helping them understand how the vision will directly impact individuals, the company’s growth & every client we touch.

​

  • Strong work ethic, self-starter & a team player, takes initiative, can balance multiple tasks, work under stress, & manage tight deadlines.

  • Ability to build, develop & grow multi-dimensional cohesive teams who are bought into the vision and consistently exceed goals.

  • Capacity to work in dynamic, collaborative, fast-paced, fast-growing environment where adaptability is imperative.

  • Ability to quickly understand a business, its strategic direction, priority and support the leaders in driving to that strategy.

  • Enforce processes and procedures while maintaining a positive dedicated culture & environment.

  • Ability to build credibility with business partners by providing common repeatable processes and program transparency.

  • Strong organizational-wide vision, seeing the big picture, recognizing critical details and dealing with ambiguity.

  • Enthusiastic, energetic, focused, highly detail-oriented individual able to thrive in deadline-driven environment.

SYSTEMS & SOFTWARE

System & Software
Skyscrapers

Recruiting | HR | Business Systems

LinkedIn Recruiter & Sales Navigator | Fieldglass  | ZoomInfo | CareerBuilder/Monster/ZipRecruiter/Indeed | Boolean Searches | Workday | ADP | Paycor | DocuSign | Zoom | Adobe Suite Smartsheet | Hootsuite | Sprout Social | Sprinklr

1

CRM's | Client Management Systems

HubSpot | Bullhorn | Certified Salesforce Administrator | Herefish | Daxtra | Sense | TextUs | Constant Contact | Mailchimp | Hootsuite | Monday.com | Zoho
PipeDriver | Calendy

2

ERP & Payroll Systems

SAP, Oracle, NetSuite, Peoplesoft, MS Dynamics 365 | Epicor | JD Edwards | Blackline| MRI | Yardi | Blackbaud | QuickBooks | Deltek | Meditech| Sage | Multiview | PayChex | ADP | Paycor | Paycom | Workday | Kronos | Paylocity

5

Financial Planning Tools

eMoney | Hoopis Network | ecoWealth | PlanLab  | 401kExchange | Annuity Intelligence | Morningstar | MoneyGuidePro | Real Estate MLS | Redtail | Black Diamond | Riskalyze

4

Behavioral Assessment Tools

Predictive Index | Clifton | StrengthsFinder | Sandler Selling | DiSC |
Myers-Briggs | Enneagram | Personal Orientation Profile  | CP+ |
16 Types | Big 5 | Emotional Intelligence | Career Aptitude | MBTI | Culture Index

3

6

Additional Productivity Tools

Microsoft Office (Advanced Excel, PowerPoint, Word, OneDrive, Sharepoint, Teams, OneNote, Loop) | Constant Contact | Ring Central | Canva | ChatGPT | Zoom | Skype 

PERSONAL & PROFESSIONAL COACHES

Tony Robbins_edited.jpg

Tony Robbins

Life, Sales Performance & Results Coach

Dr_edited.jpg

Dr. Robert Cooper

Neuroscientist & High-Performance Sales Strategist

Glenn Mattson_edited.jpg

Glenn Mattson

"Sandler Sales" Performance Coach

Ben Newman_edited_edited.jpg

Ben Newman

Peak Performance Coach

CLIENTS (not complete list)

image_edited.jpg

PROFESSIONAL WORK-STYLE ASSESSMENTS

bottom of page