Escolar Documentos
Profissional Documentos
Cultura Documentos
Ooltewah,TN37363
JohnF.Cosgrove
Phone:(423)4851149
Cell: (423)5968300
Summary
Seniorexecutivewithasuperiortrackrecordinleading,managing,anddirecting
largecorporatedivisionsandsmallbusinesses.Developedstrategictargetedplansenabling
exceptionalgrowthinrevenuestoconsistentlyachievewithinthetop2%oftheMerrillLynch
andUBScomplexsystem.Positive,proactive,andhighenergyleaderpassionateabouthelping
employeesandclientstorealizetheirlifegoalsandpersonalpotential.
MajorStrengths
Producingoutstandingresults
Traininganddevelopingpeople
CoachingandmentoringemployeesBuildingcommunityrelationships
Recruitingandretainingtoptalent Buildingteambasedcultures
Definingandmaintainingstrategicfocus
Creatingcollaborativeenvironments
Recognizingstrategicgrowthopportunities
CurrentPosition
FounderandCEOoftheLeadershipWorkshop,LLC.Itspurposeistodevelopvaluesdriven
andpurposebasedleaderstoserveourcommunitiesintothefuture.Hasspokenalloverthe
worldonvaluesbasedleadership.
ActivelypursuingaDoctorateinLeadershipfromAndrewsUniversity.Projectedgraduation
March2016.
OwnerandpresidentofFirstAssetFinancialofChattanooga.Amoneymanagementfirm.
Veryactiveinthelocalnonprofitcommunity.
Accomplishments
UBS
20042006
SeniorVicePresident
LedaregionencompassingseveralmarketsinCentralFloridaextendingfromOrlandotoVero
Beach
OrchestratedatotalreversalincomplexperformancefromapoorperformingUBS
operationtoaleaderintheirmarketplaceandsuperiorperformanceinthefirm
Shiftedculturetoavaluesdrivenenvironment
Successfullyrecruited20topadvisors(4fromprinciplecompetitors).
Ledaregionthathadbeenlosingmarketshareforthepast5yearstoaregionthatisnow
gainingmarketsharewithitsmajorcompetitors
Retained92%ofallemployeeshiredaleadingstatisticintheindustry
MellonBank
20032004
President,MellonFinancialAdvisors
ThoughonlythereforashorttimewasresponsibleforleadingamajordivisionofMellonBank
thatincluded$27billionand80financialadvisors.
DevelopedastandardofservicethroughtheinstitutionofaChampionsSystemthat
encouragedincreasedcompetencyandserviceexcellence
Wasacatalystforensuringhonestmarketingandserviceexcellencethroughoutthe
organization
Defendedaculturethatisfoundedonasetofwholesomevalues
MerrillLynch
19872003
Director,TennesseeValleyComplex
19962003
Ledaregioncomprisedof8operationsspanning4statesincluding200employeesgenerating
over$60millioninrevenues.
ComplexandManageroftheYearin2000.OnlyDirectortoachievethissuccesstwice
inthehistoryofthefirm
Rated#1inthefirmforcustomerservicein1997
Increasedannualizedbusinessfrom22%in1996toover50%in2002
Successfullyrecruited22topadvisorsfrommajorcompetitorswhilehiringandretaining
over40trainees
Director,Savannah,Georgia
19941996
DirectedtheSavannahComplexcomprisedof5officesand100employeesgenerating$20
millioninrevenues
ComplexandManageroftheYearin1996.Rated#1inthefirmforFinancialPlanning
in1995
Accuratelyassessedfuturegrowthtargetsandstrategicpositioningcriticalfor
implementinga3yearplanfortransitioningthesalesforcefromastockbrokertoan
advisorymentalityandfromatradebasedtransactionpracticetofeebasedconsulting
practice
Institutedinnovativeprogramencouragingpartneringamongfinancialadvisorswith
expertiseinavastarrayofproductsandservices.Partnershipfocusedclientsolutions
forachievingfinancialgoalsresultinginthecomplexleadingthenationinrevenue
growth.
Johnf.CosgroveContd
Page2
DistrictSalesManager,Cleveland,Ohio
19931996
Ledasalesforceofover200employeesthatgeneratedover$60millioninrevenues
Managedallaspectsofthecomplexincludingstrategicallypositioningthecomplexto
consistentlygrowthebusinessby20%eachyear
Developedspecifictargetedcampaignstoeducatecommunityconstituentgroups.Highly
soughtafteraskeynotespeakeratalllevelswithinthecomplexcommunity.
ResidentManager,BayCity,MI
19911993
Managedastaffof6FinancialAdvisorsand3supportstaff,whilecontinuingtoexcelasa
producingFinancialAdvisor.
Developedandimplementednewbusinessprocessesandclientrelationshippracticesthat
tooktheBayCity,MIofficefrombeingrankedlastingrowthto#2outof550associate
officesinoneyear
Coachedandtrainedinternalemployeestoincreasepersonaleffectiveness.
Resultedinthehighestratingsineverycategoryevaluatedfor2yearsinarow
NationallysanctionedspeakerwithintheMerrillLynchsystem,educatingFinancial
Advisorsandtheirmanagersonleadership,strategy,andbusinessdevelopment
FinancialAdvisor,TraverseCity,MI
19871991
As a financial advisor to high net worth individuals, contributed to developing a profitable
businessinfrastructurewithinMerrillLynch.Rankedintop125among14,000for4yearsina
rowforincreasingbusinessgrowthandmaintainingstrategicfocus.Alsorankedintop1%in
revenueproduction.
Education
BSEngineeringandMilitaryScience,USMilitaryAcademy,WestPoint,NY
MSinEducation/Counseling,UniversityofWisconsin
PhD,Leadership,AndrewsUniversity(March2016)
CertificationsandLicenses
RegisteredPrincipal
Series7,63,65
Commodities
AllInsuranceLicenses
Honors
ManageroftheYear1997
Manageroftheyear2000
DistinguishedHonorGraduate,USArmyRangerSchool
Selectedforcommand;PresidentialHonorGuard,Washington,D.C.