PAMELA J. JOHNS

ad0p8c@r.postjobfree.com I 713-***-****

As a seasoned Wealth Management Executive with a 25+ year track record of building and leading a financial advisory practice, I offer first-class, client-centric service, and a results-driven approach. I convey a strong commitment to the community, by leveraging sales and marketing experience to help achieve strong revenue results. After the sale of my practice, I am seeking a challenging opportunity to channel my expertise in business and community development, strategic planning, and sales for corporate and privately owned, closely held businesses. HIGHLIGHTS OF PROFESSIONAL EXPERIENCE

Independent Business Development Consultant

Business and Non-Profit Organization Consultant I 2014 - 2023

Constructed Monetization Models to improve growth, product, and brand profitability

Developed and executed marketing strategies, including re-designing which resulted in a 20% increase in net revenue

Raised more than $1.2 million in contributions via cash donations, marketable securities, and other assets for clients.

Framed objectives for Private Family Legacies

Implemented trust accounts of $10 million + with future benefits payable to various beneficiaries

Framed trustee, grantor structure

Lincoln Financial Advisors - Johns Rosal & Associates Founder, Principal Partner, and Financial Advisor I 1998 - 2013

Built a practice of over 175 Ultra High Net Worth clients in sixteen states

Developed long-term client relationships with assets of more than $10 million

Recruited, hired, trained, and managed a talented team of associates to implement cutting-edge market-leading strategies to attract and retain key client relationships, including top executives across multiple industries.

Coached team on business development strategies. Several team members have successfully established their own advisory practices

Provided industry leadership; “Keynote” Speaker at sales and awards conference meetings

Developed motivational techniques in collaboration with team leaders – “The Disturbing tracks” and “The Approach Talk” – deployed as national Lincoln Financial Advisor tools EDUCATION

Lamar University, Beaumont, Texas – Completed Bachelor of Arts Degree with Dean’s Academic Achievement Award

Western University, London, Ontario – Started courses toward a Bachelor of Arts

Branksome Hall, Toronto, Ontario

RECOGNITIONS, INTERESTS, AND AFFILIATIONS

Appointed member of the CIGNA Financial Investment Advisory Board (Pre–Lincoln Financial merger 1998) Recognized for expertise in industry trends, team leadership, and the creation of fee-based and

“Wrap-fee” investment platforms, which were unprecedented at the time.

Awarded Lincoln Financial “Financial Advisor of the Year” 2011 Southern Region Advisory Group (Houston, Dallas, San Antonio, Texas) Recognition for exceeding individual producer key revenue, growth, profitability, and client retention benchmarks.

Golf - Won numerous titles including The Canadian Junior Ladies Championship I Elite Ontario Junior and Ladies Amateur Champion I Member of Lambton Golf and Country Club, Toronto

Animal Welfare - Passionately fosters animals and proudly owns a beautiful boxer named “Augusta.”

Other Interests - Skiing, avid hockey, football, basketball, and baseball fan.

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