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March 2020 - Present

CEO & PRESIDENT

Executive Recruiter | Project Consulting | Career Coach

REFYNED STRATEGIC GROUP

Recruiting & Staffing:

  • Run a Full-Desk leveraging my established network of Professionals for Direct Hiring & Interim Staffing needs.

  • Job Functions (Mid to Executive level Finance, Accounting, Legal, IT, Creative/Marketing, Human Resources, Sales & Operations).

 

Managed Consulting:

  • Manage a Full-Desk, placing advanced level technical professionals on strategic long-term client projects.

  • Core Projects (M&A, Outsourcing Relocation, Workforce Design, Process Improvement & System Implementations).

 

Career Coaching:

  • Coach & work with senior professionals with their job search, Resume Writing, Cover letter design, personal branding, interview process & career advancement strategies.

  • Primary focus (Job searching techniques, LinkedIn optimization, Interview preparation & Role-play, Helping them find what their job/company. “must-haves” are, Building confidence in their strengths, articulating their core competencies & accomplishments, Career progression methods,

  • Guide them through steps of the process from the Application, Interviews w/debriefs, Compensation/Benefits negotiation & Acceptance process.

September 2022 - August 2024

REGIONAL DIRECTOR,

Workforce Solutions | Recruitment | Managed Consulting 

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THE PLANET GROUP

  • Partner with Executive Leadership to help grow their National Practice initiative by launching the 1st  Texas office & expand market share.

  • Provided workforce solutions to Fortune 500 companies experiencing Unique Hiring Challenges, Complex Problems or Strategic Initiatives

  • Direct all Recruiting & Business Development activities for our Contract, Direct Hire & Project Consulting services for the following skillsets:

    • (Finance, Accounting, Human Resources, Administrative, IT, Marketing, Operations, Supply Chain & Executive Leadership)

  • Conduct fact-finding meetings w/ clients to understand a project scope, proposal delivery & create an implementation strategy.

  • Oversee consultants to assure successful project deliverables are on-time, within budget & accurate, while communicating updates w/ clients

  • Collaborate with internal Divisional Leaders & Executive team to provide vital feedback, insight and strategies to enhance Onboarding, Training, Marketing Content, Operational/Recruiting/Business Development best practices, Reporting & CRM Design

  • Sourcing & Procurement, Contract Negotiations, Vendor Management and Overseeing MSP, RFP, VMS, RPO, SLA, MSA, PSA, PMO, SOW

  • Oversee Employee, Consultant & Contingent Worker management, background checks, time & attendance, required absence, expense reports

  • Partner closely with the Marketing Team to develop & execute integrated campaigns across multiple talent channels & business units

  • Utilize contacts, events & newsletters to stay informed on recruiting trends & developments to stay innovative & improve best practices​​

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Achievements

  • Generated $800k+ in personal production revenue, including cross-functional collaboration with corporate vertical counterparts.

September 2020 - March 2021

DIRECTOR,

Client Consulting Solutions 

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VIP SEARCH & CONSULTING

  • Executed weekly Business Development & Full Cycle Recruiting activities to match candidates to open jobs/projects for multiple divisions.

  • Met w/ Executives, Stakeholders, Sponsors, Board of Directors & Private Equity/VC/Investment Firms to identify current business concerns or future strategic initiatives, present our consulting capabilities/resources then managed the execution and delivery of Service Agreement.

  • ​Partnered with the Consulting Solutions Directors weekly to report all target account updates and new qualified leads from the team, then developed a marketing plan to maintain accountability, track progress, forecast projections, close open deals for 30/60/90 days out.

  • Acted as intermediary between all divisions to identify & propose planning objectives/strategies to enhance internal alliances, communications, marketing

  • Analyzing data to identify gaps and trends, which contributed to development of recruiting metrics and analytics to help guide decision making, measure team productivity, and program ROI.

  • Managed the identification, prioritization and winning of new client relationships as well as the retention and growth of our current client base

  • Collaborated w/ consultants & clients to oversee project management, progress reporting, task documentation & address unanticipated issues.

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Achievements

  • Generated $350k in Executive Recruiting  revenue & $4 Million in Solution Consulting revenue.

December 2018 - February 2020

BRILLIANT SEARCH & CONSULTING

TEXAS MARKET DIRECTOR

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  • Launched & developed the Dallas-Fort Worth “growth expansion office” from scratch after a Private Equity acquisition & capital infusion.

  • Created annual budget, hiring projections, growth strategy, go-to market plan & quarterly revenue expectations to then presented to firm partners.

  • Assisted w/ the Design & Roll-out of the technology tools such as Bullhorn, LinkedIn Recruiter, Herefish, TextUs, Daxtra & ZoomInfo.

  • Partner with business leaders, hiring managers and recruiting teams to develop relationship and hit office goals & objective.

  • Performed 300+ Clients cold calls, Sourced 200+ Candidates per week and performed all onboarding activities for new hires.

 

Achievements 

  • Hired internal staff consisting of both Recruiters & Business Development professionals, trained to be self-sufficiency within 4 weeks.

  • Managed a Full-Desk, producing over $900K in New Company/1st Yr. Office Revenue through Temp, Direct Hire & Consulting Services.

August 2013 - December 2018

ASSISTANT VICE PRESIDENT

CONSULTING PRACTICE DIRECTOR

BRANCH MANAGER 

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ROBERT HALF

  • Managed branch oversight of 450 Consultants on contracts (175+ Technical Consultants & 250+ Operational Subject Matter Experts)

  • Met w/ Executives, Stakeholders, Sponsors, Board of Directors & Private Equity/VC/Investment Firms to identify current business concerns or future strategic initiatives, present our consulting capabilities/resources then managed the execution and delivery of Service Agreement

  • Hired, developed, and lead a team of 15 recruiters & business development staff along w/ 2 administrative assistants.

  • Ran a Full-Desk, personally producing over $5,000,000 in Billable Revenue through Temp, Direct Hire & Managed Consulting Services.

  • Managed our staffing operations through strategic allocation of workload amongst self/recruiting teams. This included overseeing individuals activity and results, completion of in-take sessions, posting requisitions, candidate sourcing, managing and screening of candidate flow, interview scheduling, candidate interviews, offer development and delivery, pre-employment screening, requisition closing, and new hire orientation and follow-up​​

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​Achievements ​

  • 2016: Lead the Branch (all 3 divisions) to a Record High with $15 Million in annual revenue totaling YoY growth of 40%.

  • 2017: Lead Managed Consulting division to a Record High with $4.2 Million in annual revenue totaling YoY growth of 30%.

  • 2018: Grew an under-performing territory to a (3X) Record High with annual growth of 40+% in 12 months.

  • Certified Salesforce Trainer for the DFW market during company-wide implementation.

  • 2015: Lead AccounTemps Division, to a Record High producing $10.5 Million in annual revenue totaling YoY growth of 35%.

  • Achieved Companies “Presidents Club” by ranking #3 in the World for growing the Dallas, TX Office by 35% YoY growth.

November 2012 - June 2013

NATIONAL, DIRECTOR OF SALES

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TRANSAMERICA

  • Supported 10,000+ Financial Advisors & Agents Nationally, across multi-distribution channels producing $200M+ in Revenue

  • Created cohesion amongst Field Advisors w/ Internal Support teams (Operations, Distribution, Marketing & Advanced Planning teams)

  • Partnered w/ marketing & compliance teams to design new & improved sales concepts, materials, training, presentations for advisors

  • Travels to different network offices to strengthen relationships, wholesale product & provide sales concepts to IMOs, Agencies & Agents.

  • Synchronized the successful implementation & advisor training throughout new product rollouts to assure buy-in & increased confidence.

  • Consolidated & analyzed reports from 140 offices to recognize shifting product & sales trends to recognize & prioritize training opportunities.

  • Managed & trained the Internal Sales Support Team, improving education, support & resources to increase revenues by $5 million.

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​Achievements ​​

  • Implemented corporates 1st CRM Texting Automation System for Advisors to mass market to clients increasing sales by 30% within 4 months.

  • Assembled Transamerica’s 1st “College Advisor Internship Program”, creating all materials, training, recruiting & compensation models.

  • Systematized 300+ field network office procedures & communications w/ corporate operations to decrease administrative errors by 20%

  • Reorganized the sales support territories & calling blocks to maximum workflow, allowing 150+ additional advisor calls to be answered per day.

January 2011 – October 2012

FINANCIAL ADVISOR

MANAGING ASSOCIATE

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MASSMUTUAL

  • Provided Financial Advisory Services to Individuals, Families & Businesses utilizing Insurance, Investments, Tax & Estate Planning strategies.

  • Continued growing personal practice through client referrals, cold calling, new factfinding meetings, existing client reviews to update needs analysis, cross-selling products, heavy networking, hosting strategic client appreciation events & grew centers of influence 

  • Produced $210,000 in 1st year Insurance Revenue while adding $10 Million of Assets Under Management (AUM)

 

Achievements

  • Retained by Iowa Banks & Trust Officers to perform Fiduciary 3rd Party Life Insurance Audits for their “Trust Owned Life Insurance.”

  • Developed & Managed 21-person team in under 6 months (2 Partners, 10+ FT Advisors, 7 College Advisors, 1 FT Recruiter & 1 Campus Recruiter)

January 2010 - December 2010

NORTHWESTERN MUTUAL

FINANCIAL ADVISOR

COLLEGE UNIT DIRECTOR

COLLEGE ADISOR INTERN

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  • Provided holistic Financial Planning/Advice to Individuals & Businesses (Estate, Insurance, Investment, Retirement, Employee Benefit Planning Advice)

  • Conducted fact-finding meetings clients to determine income, expenses, assets, investments, insurance coverage, taxes, financial objectives

  • Partnered closely w/ the clients Attorneys, CPAs & Banker/Trust Officers to know existing plans & assure alignment for future plannings

  • Reviewed clients' accounts & plans regularly to determine what life, financial or career changes have occurred & adjusted accordingly

  • Prepared and delivered presentations/seminars to associations, networking groups and prospects educational & networking purposes

  • Grew Personal Practice through referrals, cold calling, building client trust, regular reviews, cross-selling different products as client needs

  • Developed Internship & New Advisor growth strategies with Corporate Directors & Managing Partners for the Iowa agency

  • Recruited & lead a unit of 15 college financial advisors through college career fairs, class talks, regular training & joint work, strategic relationships with college advisor’s, career services & influential club, athletics department & student body leaders

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Achievements​

  • Produced $95k in Premium Revenue while Accumulating $5Million in Assets Under Management (AUM).

  • 2007: (Internship): Attained “College Financial Rep of the Year” for the Iowa Region

  • 2008: Achieved Runner-up “New Financial Advisor of the Year” for the Iowa Region

  • 2008: Placing in the Top 3% of all Financial Advisors Nationally in their 1st year.

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