DAVID D. RADDE

**** ******* ***** ***** **

Grand Rapids, MI 49546

616-***-****

adlov2@r.postjobfree.com

A business professional with diverse experiences in many aspects of project and employee management in a variety of different industries. Extensive background in revenue-generating activities, project execution, team leadership, marketing development, vendor relations, logistics and oversight in various programs and departments. Passionate about solving problems, creating excellent client experiences, and exceeding both firm and client expectations.

WORK HISTORY

12. 2003 – 12.2020 USA FINANCIAL

Director of Advisor Transitions & Marketing (2018 - 2020)

● Managed advisor, client and account on-boarding process for new representatives

● Developed onboarding workflow and directed various departments in oversight

● Coached over 50 advisors on unique USA Financial systems to transform their business

● Built advisor transformation survey to rank priority, urgency and implementation timeline

● Advised logistics, assignments and requirements for all new advisors, firm and staff

● Consulted and advised best practices in transition to ensure a smooth, efficient process

● Directed and managed logistics of new satellite office location in Overland Park, KS Executive Marketing Vice President (2005- 2018)

● Successfully managed and supervised $1.2M remodel/construction project

● Managed all property contractor relationships and new construction logistics

● Forecasted sales based on our Fill-the-Room patented seminar lead generation system

● Advised in development of EZ-Marketing Builder to generate custom marketing reports

● Conducted interviews and reference screening for key department new hires

● Processed corporate invoicing and billing for Plug-n-Run marketing programs

● Produced and edited advisor video brochures and audio productions Strategic Marketing Vice President (2003 - 2005)

● Supervised daily tasks and operations for the CEO for strategic long-term planning

● Managed key vendor relationships, contracts and intellectual properties

● Tested and evaluated newly developed lead generation systems in additional markets

● Consulted with graphic designers and advertising agencies on national campaigns

● Developed back testing protocol with software designers and developers for new RIA 04. 1998 - 12.2003 EXCEL OFFICE INTERIORS

Executive Account Manager

● Responsible for sales, design and promotion of various lines of office furniture including Steelcase, Herman Miller, Haworth, Hon, Allsteel & Knoll.

● Coordinated logistics and installation of Steelcase workstations in downtown locations of Indianapolis and large metro areas such as Schaumburg & Elmhurst around Chicago

● Created a strategic subcontractor supply chain for increased production & project requirements

06.1997 – 04.1998 COMPATICO

Customer Service Manager

● Lead customer service team for efficient and timely order fulfillment in dealer network

● Helped implement new software program for more accurate inventory and fulfillment

● Trained in the production of new panel manufacturing for advanced product knowledge 08.1994 – 05.1997 GANDER MOUNTAIN

Department Manager

● Managed over 25 customer service staff with direct supervision, training and auditing

● Registration and oversight of compliance requirements in Firearm Sales & Inventory

● A member of the store opening team, oversight of all new store openings in Michigan QUALIFICATIONS

Financial Advisor/Fiduciary Kolbe A Assessment Index 7535 Project Management Software Planning & Development Property Oversight Key Vendor Relations

Implementation of Workflow Data Gathering and Analysis Supervisor/Leader Projects Audio & Video Production Marketing Projects Marketing Strategy Development Collaboration and delegation in team environments EDUCATION AND SPECIALIZED TRAINING

07.2012 - PRESENT SERIES 65 - STATE SECURITIES LAW EXAM - UNIFORM INVESTMENT ADVISOR CONTINUING EDUCATION REQUIREMENTS COMPLETED

09.2010 - PRESENT SERIES 63 - STATE SECURITIES LAW EXAM - AGENT STATE LAW EXAM CONTINUING EDUCATION REQUIREMENTS COMPLETED

06.2010 - PRESENT SERIES 6 - FINRA INVESTMENT COMPANY PRODUCTS/VARIABLE CONTRACTS REP CONTINUING EDUCATION REQUIREMENTS COMPLETED

04.2005 - PRESENT LIFE, ACCIDENT & HEALTH LICENSE/VARIABLE CONTRACTS REP - STATE OF MICHIGAN CONTINUING EDUCATION REQUIREMENTS COMPLETED

1990 - 1993 WESTERN MICHIGAN UNIVERSITY - HAWORTH COLLEGE OF BUSINESS Bachelors of Business Administration

Major in Business Management / Minor in General Business 1988 - 1990 SOUTHWESTERN MICHIGAN COLLEGE

Associate of Arts, General Studies

HOBBIES & INTEREST

● CHURCH ACTIVITIES AND SERVICE: Served on Deacon Board, conducted membership interviews, ministry committees, leadership development, small groups & bible studies

● BACKPACKING/HIKING: Helped lead a group on a 60 mile hike on Isle Royale National Park

● OUTDOOR ENTHUSIAST: Camping, hiking, boating, fishing and spending time in nature

● TRAVEL: Plan annual family adventures to different parts of the United States to experience new scenery, cultures and create family memories DAVID RADDE– RESUME adlov2@r.postjobfree.com PH. 616-***-**** 2

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