 |
The Western and Southern Life Insurance Company – Western & Southern Agency
(8 months)
| • |
Led a cross-functional team in the development of a comprehensive business model
designed to improve the retention of field sales representatives. |
| • |
Led the implementation of various field-wide and pilot
programs expected to have a measurable and positive impact on sales
representative retention. |
• |
Served as a key member of a Training Task Force designed to analyze the
overall sales training model and recommend and implement changes to
the model. |
Western & Southern Financial Group – Assistant to the Chief Executive Officer (2 months)
| • |
Conducted an in-depth analysis of the Western-Southern Life agency field force to identify solutions
aimed at improving agent retention; presented findings to the Chief Executive Officer and
Western-Southern Life senior management. |
| • |
Developed a concentrated equity investment portfolio to be distributed through Western & Southern
Financial Group’s distribution channels based on the Company’s core equity
investment track record; presented product design and marketing recommendations
to the Chief Executive Officer and Chief Investment Officer. |
• |
Served as a member of a
city-wide health care task force designed to address issues in the health care
infrastructure in Greater Cincinnati; led the development of a business plan
to create a physician recruitment resource center to attract physicians to the
Tri-State area. |
Eagle Realty Group, LLC (4 months)
| • |
Assisted in the direct sale of a senior living/nursing
home facility including contacting potential buyers, analyzing purchase offers,
and constructing purchase agreements. |
| • |
Conducted going-concern audit for commercial brokerage services business and recommended strategies to
maximize profitability. |
• |
Analyzed corporate
relocation program and recommended solutions designed to reduce annual costs by
more than $100,000 annually while simultaneously increasing employee
satisfaction. |
Western & Southern Financial Group (2 months)
| • |
At the request of the CEO in conjunction with his role in the community as Chairman of the Cincinnati Business Committe, comanaged a research project on the adequacy and sustainability of the health care
infrastructure in Cincinnati. |
| • |
Findings were presented to a 20-member panel of medical
professionals including CEOs of local hospital groups, the Dean of the College of
Medicine at the University of Cincinnati, senior executives of managed care
organizations, and several prominent physicians and nurses. |
| • |
Research was distributed to CEOs of the 20 largest
companies in Cincinnati. |
| • |
Research, analysis, and findings will guide public policy and corporate decisions related to Cincinnati's health care infrastructure. |
Fort Washington Investment Advisors, Inc. – Equity Analyst (4 months)
| • |
Functioned as an equity investment analyst for
REIT (Real Estate Investment Trust) sector. |
| • |
Developed an industry-level report that identified key drivers
of the REIT industry, correlation with other asset classes, historical trends
based on economic movements, and sub-sector specific trends; delivered report to
portfolio managers and head of investment research. |
| • |
Provided detailed analysis and recommendation on current REIT
holdings and selected new stocks for recommendation into dividend strategy
portfolio. |
Fort Washington Investment Advisors, Inc. – Private Equity (4 months)
| • |
Acted as the Project Manager for a $23 billion asset management firm leading the development and launch of a $200 million private equity fund. |
| • |
Managed the marketing and launch plans; held senior management strategy meetings, established a standardized sales process tracking system and led marketing materials development efforts. |
| • |
Coordinated private equity forums to bring together top management from institutional investors, venture capital firms and portfolio companies. |
| • |
Conducted due diligence on potential fund investments, including attendance at annual meetings and other on-site due diligence sessions. |
Western & Southern Financial Group – Corporate Strategy (7 months)
| • |
Led senior management team in critical issue work aimed at addressing the coordination of product manufacturing, marketing and distribution across the company. |
| • |
Developed strategic framework for implementing Western & Southern Financial Group target marketing initiatives; model embraced and utilized by senior management and existing target market projects. |
| • |
Led analysis of Western & Southern Financial Group product coordination, including current cost structure and process flow, development of alternative models and determination of impact on revenue. |
| • |
Led the development of a new immediate annuity product, conducting marketing research, product design and information systems support analysis. |
Columbus Life Insurance Company (5 months)
| • |
Developed a framework to analyze Columbus Life's competitive position in the Variable Life marketplace and recommended initiatives to establish world-class product distribution and sales support; presented recommendations to Columbus Life senior management. |
| • |
Developed asset allocation program and introduced to Columbus Life producers through wholesaler training and program materials. |
| • |
Initiated significant changes in the development and fulfillment of product prospectuses resulting in a 60% reduction in unit costs and total savings of $125,000. |
Western & Southern Financial Group – eBusiness (5 months)
| • |
Led the exploration of a potential Knowledge Management initiative within Western & Southern Financial Group from idea inception to implementation decision. |
| • |
Prepared comprehensive analysis of Knowledge Management, including change management processes. |
| • |
Analyzed current workflow processes to determine impact on customer service and operations areas resulting from the Knowledge Management initiative. |
| • |
Received management endorsement for project development and implementation. |
IFS Financial Services, Inc. (6 months)
| • |
Developed and implemented a comprehensive asset retention strategy for IFS Financial Services' $2.5 billion fixed annuity block of business, including the design of monthly reporting packages, implementation of a reactive conservation program and the development of an orphan contact program. |
| • |
Developed a product portfolio report focused on Western & Southern Financial Group life insurance products to be used in the strategic initiative to drive life insurance sales in the bank channel. |
| • |
Analyzed the asset allocation needs and existing capabilities of all of Western & Southern Financial Group's entities and made recommendations to IFS senior management regarding future asset allocation developments. |
| • |
Led the business planning process, including the preparation of an environmental scan resulting in a final IFS business plan. |
| • |
Developed a bank profitability model aimed at determining profitability by bank and ensuring efficient allocation of marketing dollars and sales support. |
|
