Consulting Bio   "Let me grow and manage your business"

        Bob Richardson

Industry Focus

I have primarily focused on the following industries; insurance, financial services, banking, software, health care (hospital, medical, physician, managed care organizations), employee benefits, and aviation.  

Overview

As a business executive and strategist for the past 30 years, I have consulted with over 200 companies, and have extensive experience in:

• Business Development (over $3 billion in generated revenues)

• Sales & Marketing (19 national campaigns launched and all associated marketing)

• Operations

• Talent Management (Employer based - 40to 60/year)

• Agent Recruitment (over 14,000 since 1995, with national access to 53,000 agents )

• Agency Recruitment (over 400 FMO's & Brokers since 1998)

• Candidate Sourcing Services (53 companies on retainer.  We source over 2,000 employees/year)

• Board Member and Corporate Officer (We work with 11 boards)

• P&L

• Dashboard/KPI development

• Capital (Angel and Venture Capital.  Over $60 million raised)

• ROI

• Much More

I can implement needed change, stabilize and improve morale, and build brand awareness. I can lead successful enterprises, work with corporate boards, manage human talent, and operate in extremely stressful corporate cultures, mergers/ acquisitions, and companies who are actively downsizing. I have successfully raised capital within the angel and venture capital investment community, exceeding $60 million.

I have extensive experience in face-to-face sales, online (e-commerce), direct mail, call center, multi-unit management, and B2B sales.

My insurance and financial expertise includes Life, Health, Annuity, Property & Casualty, Long Term Care, Disability, Cancer, Critical Illness, Medicare Supplement & Medicare Advantage, Travel/Medical, Auto, Home, Boat, Aircraft, and Bank - Certificate of Deposits, Money Market Accounts, IRAs, and Credit Card marketing/expansion.

My geographic responsibilities have included North America, the Caribbean, and Europe. I also have 6 research associates who work with me on various projects. 

I have been able to meet and exceed my clients expectations and have been able to help my clients generate over $4 billion in sales.  I'm an experienced sales closer and used by many firms when they need to make the sale. 

Education                   

BS Aviation Technology and Business Management

 -  Western Michigan University, Kalamazoo, MI      

Executive Education

-  The Disney Institute - Leadership Excellence

-  The Disney Institute - Organizational Creativity

-  Conference Leadership for Trainers – Chrysler Corporation

-  Making the Sale at the C-Suite Level - Harvard University

-  Management Leadership – University of California at Berkley

-  Servicing the Corporate Executives – Stanford University

-  Talent Management/Officer Development - Conseco

-  Board Management and Selection - Sisters of Mercy

-  Accelerating Sales Performance - Kellogg

-  It’s All In Your Delivery – University of Michigan

-  Dale Carnegie Training - Speaking and Presentations

-  Steven Covey – 7 Habits of Highly Effective People

-  Engineer Recruitment - Boeing

-  Operations Management - West Coast Express Airlines

-  Kinder Brothers Management Training

-  Executive Leadership – Make it Happen

-  Four Disciplines of Execution

Professional Certifications

 -  Six-Sigma (Black Belt) – 152 lifetime projects over 26 years (Black Belt Cert.- Aveta Business Institute)

      -  Cost Accounting (Certified through Boeing)

      -  Managed Care (Certified through HFMA / Mercy Health System)

      -  Project Management Professional (PMP) (Certified through Boeing)

      -  Long-Term Care Professional (LTCP) (Certified through State Life)

Professional Memberships

 -  LIMRA

 -  GAMA

 -  AALTCP

 -  NAHU

Licenses

-  Life, Health, Accident, Annuity: Active in 44 states

-  LTC Certificate - Active

-  Property / Casualty – Inactive

-  Top Secret Government Security Clearance – Inactive

Skills

Salesforce, Oracle. ACT, Microsoft Office, Adobe, Web software, and many more.

Personal

Professional Artist (www.brichardson.com)

If you would like to talk with me about becoming your consultant, employee, executive, board member, executive recruiter, strategist, or another situation that you would like to confidentially discuss, please call me on my private line at 727-773-6608 or email me at bob.richardson@ymail.com.  I am available 24/7 for emergencies.