Accelerate progress at our organization by driving growth and retention for a portfolio of 250 advisors. Leverage practice development expertise and value-add services to enhance client assets and improve overall advisor satisfaction.

Lead and scale the Agency Distribution platform, driving premium growth and defining market strategies while building partnerships and optimizing agency performance to establish a competitive enterprise presence in the annuities market.

Manage advisor transitions by planning and executing readiness across a concurrent portfolio. Ensure smooth account transfers, address issues, provide training, and coordinate services to enhance advisor satisfaction throughout the transition process.

Lead the advisor transition process, ensuring seamless onboarding and exceptional experiences. Oversee a dedicated team, manage vendor capacity, and drive continuous improvement to enhance efficiency and advisor satisfaction.

Lead advisor transitions by managing portfolios from start to finish. Execute day-one readiness, oversee account transfers, resolve issues, and train advisors for success, ensuring a seamless onboarding experience during a critical time.