Harold J. Monroe
*** ********* ***** 615-***-****
Hendersonville, TN 37075 ********@*****.***
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