Legacy Financial Partners-Ameriprise Financial - New Business Director Resume Example

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Daniel Thomas
XXX XXXXXXXXX XXXXXX, Northfield, MN 55057
Ph: XXXXXXXXXXXX
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Summary
Self-motivator with proven track record to set and achieve goals in new and developed regions. Successful in building and developing recruiting programs from ground zero to meaningful and measurable results. Leading recruiting team to source and hire experienced advisors with a focus on acquisitions and teaming opportunities.  Personally successful in investment and insurance sales having ranked in the top for sales production and management with extensive experience in both areas. Seeking a position with a National investment firm for new business development and recruiting.
Experience
New Business Director Jun 2013Apr 2015 Legacy Financial Partners-Ameriprise Financial Windom , MN
  • Built out producer group, recruit experienced  and novice advisors to group, practice acquisition focus and teaming.
  • Increased Producer Group(Legacy Partners) by 100% in revenue and 150% in assets under management with eleven offices in four states with over 1B in assets.
  • Directly recruited outside and internal practices to group.
  • Hired eight advisors both novice and experienced to partner with retiring advisors, retaining assets and driving new sales.
Regional Director of Recruiting & New Business Jan 2010Jun 2013 Ameriprise Financial Services Minneapolis, MN
  • Recruit experienced advisors, new business development, practice acquisition and team building to drive top line growth.
  • Develop, implement and maintain recruiting pipeline for Upper-West region. Lead recruiting team and sourceing manager as well as search firms and key industry contacts.
  • Teamed with large producing offices to drive practice acquisitions and hire both novice and experienced advisors for build out.
  • Managed key relationships with senior leaders and field advisors for three separate leadership groups.
  • Responsible for 22 hires in region, bringing in some $600m in new assets representing $8,500,000 GDC.
Wholesaler Mar 2008Sep 2009 Steve Lescher & Associates, Inc Fort Collins, CO
  • External wholesaler covering western US, drive sales, seminars and client meetings.
  • Fixed, Indexed, Variable, Life and LTC products.
  • Insurance analysis with focus on Estate Planning and Gifting.
Senior Vice President May 2007Mar 2008 Investment Centers of America Fort Collins, CO
  • Managed 40 Investment Advisors over seven states in the Western Region.
  • New business development, retain and recruit advisors and financial institutions.
  • Developed incentive and compensation plans for both banks and Financial Advisors.
  • Supervise and drive investment sales, conduct regional meetings with sponsors. Supervise and run compliance for region.
Senior Vice President, Branch Manager Oct 2004May 2007 D A Davidson and Companies, Inc Fort Collins, CO
  • Recruited to open new branch office for DA Davidson in Fort Collins.
  • Chairman Council Award top 25 gross dealer concessions (GDC).
  • Branch Manager responsible for hiring and supervising new representatives.
  • Working directly with individuals and companies. Focus on retirement modeling, investment management and general financial planning.
Senior Investment Advisor Jan 1996Oct 2004 First National Bank/Primevest Fort Collins, CO
  • Recruited to take over underproducing bank investment program, increased production 800% in five years.
  • Successfully converted bank programs through four broker/dealer conversations.
  • Primevest President Club member and top five representative nationally.
  • Set up new bank incentive program to drive referrals and GDC, total GDC over $7 million.
Regional Manager, Investment Advisor Jan 1989Jan 1996 Investment Centers of America, Inc Parker, CO
  • Promoted in 1992 to start up region opening new offices in the Southern and Western US.
  • Directly hired over 30 advisors and opened 31 new ICA offices (New Business Development).
  • Responsible for compliance and annual audits 1989 Rookie of the Year, Top 10 ICA Advisor four years in a row.
Education
CFP : Financial Planning Mar 1992 College of Financial Planning Denver, CO
Bachelor of Arts : Business Adminstration Dec 1988 Dickinson State University Dickinson , ND Finance & Banking emphases
Additional Information
CERTIFIED FINANCIAL PLANNER Professional
Securities Registration Series 7, 24, 63 and 66
Health & Life Insurance

People also search for

New Business Director

Northfield ,Minnesota

Isabella Reed

Companies Worked For:

Legacy Financial Partners , Ameriprise Financial Services

JobTitles Held:

New Business Director , Regional Director of Recruiting & New Business

New Business Director

Northfield ,Minnesota

Daniel Thomas

Companies Worked For:

Legacy Financial Partners-Ameriprise Financial , Ameriprise Financial Services

JobTitles Held:

New Business Director , Regional Director of Recruiting & New Business

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About this resume

New Business Director FROM Northfield , Minnesota RESUME

This is a resume for a New Business Director in Northfield, Minnesota with experience working for such companies as Legacy Financial Partners-Ameriprise Financial and Ameriprise Financial Services. The grade for this resume is B and is one of hundreds of New Business Director resumes available on our site for free. Use these resumes as templates to get help creating the best New Business Director resume.

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School Attended
College of Financial Planning