Operations Manager Business Development

barry.burkhartcarson@Barry gmail.com BurkhartCarson Pinetop-Lakeside, AZ, 85935, US +1 323-333-

9218

WORK HISTORY

Unit Manager (Management) at Freedom Financial Network, LLC 01/2022 - Current (2 years)

Perform personnel functions such as selection, training, or evaluation. Prepare staff work schedules and assign specific duties. Direct and coordinate activities of businesses or departments concerned with the production, pricing, sales, or distribution of products. Direct or coordinate financial or budget activities to fund operations, maximize investments, or increase efficiency.

Plan or direct activities such as sales promotions that require coordination with other department managers.

Set prices or credit terms for goods or services based on forecasts of customer demand.

Establish or implement departmental policies, goals, objectives, or procedures in conjunction with board members, organization officials, or staff members.

Direct administrative activities directly related to making products or providing services.

Monitor suppliers to ensure that they efficiently and effectively provide needed goods or services within budgetary limits.

Originally hired as a financial consultant, but was quickly moved into a leadership role. Currently, I am responsible for the day today monitoring, coaching, human resources needs for 15 to 20 financial consultants. Additionally I’m responsible for total client satisfaction and for maintaining high levels of KPI.

Relationship Manager (Management) at Wells Fargo & Company 06/2011 - 04/2021 (10 years)

Resolve customer complaints regarding sales and service. Direct, coordinate, and review activities in sales and service accounting and record-keeping, and in receiving and shipping operations. Plan and direct staffing, training, and performance evaluations to develop and control sales and service programs.

Represent company at trade association meetings to promote products. Prepare budgets and approve budget expenditures.

Oversee regional and local sales managers and their staffs. Review operational records and reports to project sales and determine profitability.

Monitor customer preferences to determine focus of sales efforts. Determine price schedules and discount rates.

Direct clerical staff to keep records of export correspondence, bid requests, and credit collections, and to maintain current information on tariffs, licenses, and restrictions.

Confer or consult with department heads to plan advertising services and to secure information on equipment and customer specifications. Responsible for the retention and total satisfaction of clients in an established book of business. Additionally a prioritization for mentoring new or struggling team members on how to capture new revenue using multiple through strategies ethically complying with both internal policies and th numerous external governing regulations. Responsible for the development, training and implementation to strategically position the Banks Retirement & Investment Services using established methods while identifying new channels. Responsible to maintain expert level legal knowledge with emphasis on ERISA. Additionally required to obtain and maintain licensing and certification through State and Federal Agencies as well as private organizations. Such licensing is to ensure compliance legally provide investment advice, financial markets analysis, ERISA Compliance, Legal Advice. This was generally provided for Institutional products including: Defined Benefit, Defined Contribution, Deferred Compensation, 403b and Government Retirement plans. Traveling 75% of my week, I frequently called on third party Consultants/Advisors/ Agents (in-person and/or electronic) to ensure full understanding of the range of products and services offered, legal compliance, and for Plan Document development and changes. Awarded Manager of the Year in both 2014 and 2015 Relationship Manager (Management) at The Vanguard Group Inc 12/2000 - 06/2011 (11 years)

Direct and coordinate activities involving sales of manufactured products, services, commodities, real estate or other subjects of sale. Resolve customer complaints regarding sales and service. Direct, coordinate, and review activities in sales and service accounting and record-keeping, and in receiving and shipping operations. Plan and direct staffing, training, and performance evaluations to develop and control sales and service programs.

Assess marketing potential of new and existing store locations, considering statistics and expenditures.

Represent company at trade association meetings to promote products. Prepare budgets and approve budget expenditures.

Oversee regional and local sales managers and their staffs. Review operational records and reports to project sales and determine profitability.

Monitor customer preferences to determine focus of sales efforts. Determine price schedules and discount rates.

Direct clerical staff to keep records of export correspondence, bid requests, and credit collections, and to maintain current information on tariffs, licenses, and restrictions.

Confer or consult with department heads to plan advertising services and to secure information on equipment and customer specifications. Responsible for maintaining client satisfaction while capturing new revenue by offering services to Employers(Clients) with 100 Millions dollars of Qualified (Retirement) and Non- Qualified assets. Maintained Investment Licenses and expertises for Defined Benefit, Defined Contribution, Deferred Compensation and 403b plans. Regular analysis of the current book of business for opportunities, while working with Account Management Teams to cosch and close. I provided National coverage with large clients stretching from California, and the Southwest to Florida and Alaska. EDUCATION

Concord Law School

Graduated 2012

Doctorate in Legal Studies

University of Phoenix

Graduated 2005

Master's Degree in Business Administration and Management University of Phoenix

Graduated 1998

Bachelor's Degree in Finance

Santa Barbara City College

Graduated 1995

Associate Degree in Culinary Arts/Chef Training

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