Harold J. Monroe

*** ********* ***** 615-***-****

Hendersonville, TN 37075 acgwui@r.postjobfree.com

SUMMARY

Dedicated, administrative manager with extensive experience in finance and

manufacturing with progressive responsibility in human resources, employee

benefits, financial and investment management, trust administration,

training development and leadership development. Excellent interpersonal,

communication and presentation skills with the proven ability to see the

"big picture". Proven record of being able to influence others and

leverage relationships. Ability to perform multiple tasks simultaneously

and develop improved methods for sustainable returns on investment.

CAREER EMPHASIS

Labor Relations Employee Benefits

Human Resources Effective Trainer at Multiple Levels

Leadership Development Employee Effectiveness & Engagement

Change Management Communications

PROFESSIONAL EXPERIENCE

Southern Baptist Foundation Nashville, TN

2011-11/2014

National foundation for the Southern Baptist Convention

Vice President of Investments

. Completed automated investment account management

. Transferred internal investment management to external investment

managers

. Reduced month-end processing time from 8-10 business days to 2-3

business days

. Implemented call program to successfully call on major clients and

service provider

. Provided all required and necessary board reports and client reviews

. Researched, monitored and reported economic trends for President and

Board.

. Wrote responses to all Request for Proposals (RFPs)

Belmont University

Adjunct Professor-Communication Nashville, TN

2012-Present

Caterpillar Peoria, IL

2002-2011

A leading manufacturer of construction and mining equipment,

diesel and natural gas engines, industrial gas turbines, and diesel-

electric locomotives worldwide.

Human Resource Consultant

2006-2011

Consulting for and coordination of Organizational Effectiveness +

Engagement functions addressing the engagement/people needs of the

enterprise globally, considering each location's culture and specific

needs. Successfully provided solutions to various business units,

facilities and Dealers to positively impact leadership and employee

engagement - which drives better business performance.

. Led strategic organizational effectiveness discussions with Senior

Business Unit and facility management regarding business culture,

employee engagement, leadership development, alignment of human

behavior with change and the business return from such initiatives.

. Consulted for and coordination of the organizational effectiveness

functions addressing the engagement/people needs of the enterprise

globally as determined by our annual employee opinion surveys.

. Developed a pilot assessment tool for determining our global diversity

and inclusion journey

. Provided personal coaching for leaders ranging from executive

management to front line supervisors.

. Led Six Sigma project on enterprise consistent organization design

tools.

Senior Financial Consultant

2002-2006

Supervised, developed and executed the basic investment education and

financial advice programs for retirement plan participants and retail

investors of Caterpillar Investments Management.

Coordinated, scheduled and provided logistics for ERISA employee

benefits training to new hires and all employee groups in the US on

various investment and financial planning topics.

. Developed group of Certified Financial Planners for telephone support

to Caterpillar employees on 401(k) investment options, basic

investment allocation and other financial related inquiries.

. During tenure over 400 classes were conducted with over 16,000

employees attending.

. Developed and led retirement planning sessions for employees and

spouses.

First Security Bank Owensboro, KY

2000-2002

First Security, Inc. is a Kentucky corporation which serves as the

holding company for First Security Bank

of Owensboro

Senior Vice President & Trust Officer

Hired at new bank to develop a private wealth department providing

traditional trust and investment management.

Applied and gained appropriate regulatory approval for trust powers.

Researched and secured appropriate trust accounting services.

Old National Trust Company Owensboro & Madisonville, KY

1993-2000

Old National Trust Company is owned by Old National Bank which is a

regional bank based in Evansville,

Indiana

Vice President & Kentucky Region Manager

1998-2000

Provided leadership and supervision for the Kentucky affiliate branches

with assets of $280 Million with $1.6 million revenue and 10 employees.

Provided administration of the most complex of the department's trust

and estates.

During tenure branch location grew assets from $10.7 to $60 million

from existing and prospective customers

and exceeded my annual growth goals.

Vice President & Trust Officer

1993-1998

During tenure my branch location grew assets from $7 to $56 million

with $378,000 revenue and exceeded my

annual growth goals.

Cardinal Federal Saving Bank Owensboro, KY

1989-1993

Trust Marketing Director

Provided all the marketing and sales efforts for a new trust

department

During tenure assets grew to approximately $45 million

Northwestern Mutual Life Owensboro, KY

1983-1989

Insurance Agent

Owensboro Community and Technical College Owensboro, KY

1983-2000

Adjunct Professor-Communication

EDUCATION

Master of Arts, Organizational Communication, Western Kentucky University,

Bowling Green, KY

Bachelor of Science, Communication, History, Murray State University,

Murray, KY

CREDENTALS

National Graduate Trust School, American Bankers Association,

Evanston, IL

Chartered Life Underwriter (CLU), The American College, Bryn Mawr, PA

Chartered Financial Consultant (CHFC),The American College, Bryn Mawr,

PA

Certified Trust and Financial Advisor (CTFA), The Institute of

Certified Bankers, Washington, DC

Certified Financial Planner (CFP), College of Financial Planning,

Denver, CO

Senior Professional in Human Resources (SPHR), Society for Human

Resource Management

Global Professional in Human Resources (GPHR), Society for Human

Resource Management

. 6 Sigma DMAIC Green Belt, Caterpillar University

. 6 Sigma DMEDI Green Belt, Caterpillar University

Contact this candidate