Western & Southern Financial Group

Formed project team with other LDP Associates to evaluate the attractiveness of affinity marketing for Western & Southern Financial Group, explore partnerships with local professional associations, and assess potential joint ventures to deliver financial products to special interest groups.
The project team made strategic and tactical recommendations to pursue these opportunities and developed a formal business plan to identify viable affinity partners, propose an appropriate organizational design, and specify the necessary resources to commence implementation.

Eagle Realty Group, LLC

Conducted an assessment of potential market entry and positioning strategies for the development of a real estate private equity business.
Led the senior management team through the process of determining an optimal corporate organizational, staffing, and development plan.
Authored and presented a business plan, accepted by W&SFG executive management, detailing strategies and tactics with respect to product management, growth, pricing, distribution, staffing, and client service.
Developed a detailed business model, complete with dynamic and inter-linked waterfall distribution and preferred return scenarios.

Led a team of senior business executives, managers, and sales associates in the successful development of a new business platform to jointly service and sell Western & Southern Life customers across the company’s direct and agent distribution channels.
Led and managed a cross-functional team of 20 company associates and a third-party vendor in the consolidation of a several departments a centralized call center group. Worked with information technology and telecommunications teams to define the technical requirements and design for a new voice-enabled, automated telephone routing system.
Worked with senior management to perfect the definition of the optimal business model for selling, delivering, and servicing insurance products to the middle-market consumer segment.

Designed a Client Building Program to provide localized marketing services support to the company’s independent producers (agents). This program included a unique marketing strategy development and implementation process that could be customized for each agent.
Researched, interviewed, and selected seven vendors to form a new partnership platform to provide best-in-class marketing, sales, and branding services to agents.
Developed the financial model for the Client Building Program, including pricing levels and subsidy structures.
Traveled across multiple regions to meet with some of the company’s largest independent agents to study their sales and marketing practices.

Led a four-person team in the creation of a new client services model, including business processes, personnel roles and responsibilities, and scorecard metrics. This new model now impacts the delivery of the firm’s client services to more than 50 institutional clients.
Collaborated with the Managing Director, Business Development & Client Services, to refine a majority of the firm’s marketing and client service materials.
Analyzed the firm’s future marketing and sales needs and identified key requirements to structure and build a new marketing team. Reported directly to the CEO and the Managing Director, Business Development & Client Services to implement the plan. Simultaneously created and solidified internal shared service relationships to provide the appropriate levels of support in the areas of marketing communications, Web development, and public relations.