Expert Witness – Sales Practice, Supervision, Compliance and Compliance Software/System Expert. Entrepreneurial, visionary Business Development, Sales & Operations Executive offering consulting and strategic leadership to lawyers, regulators and companies seeking support in litigation, software procurement and strategic planning and investment..
Exceptional results as a problem solver, change manager, project manager who thrives on carving order out of chaos, leading ambitious initiatives with an energetic, pragmatic, customer-centric approach.
Articulate, credible, persuasive communicator with a ‘management in motion’ approach to leading, mentoring, and motivating sales and operations teams. Proven results in recruiting, developing, and retaining talent.
Recognized as a talented, trustworthy, dynamic leader who demonstrates integrity, overcomes obstacles, and delivers results beyond expectations.
The TilkinGroup™ is a consultancy working with attorneys, financial services companies, their partners and the vendors to that industry. Our focus is on the provision of expert witness, consulting, strategic planning and executive coaching. Our design is to help our clients manage risk and exposure, grow assets and generate incremental revenue. You should always expect rapid, identifiable and measurable success for your company. Nothing less is acceptable or relevant.
SUNGARD -Hingham, MA 2005 -2006
PROTEGENT, INC. – HINGHAM, MA 2000-2005 (acquired by Sungard 2005)
Founder and CEO Business Development / Product Development / SalesLed full lifecycle product development, product marketing, and business development for a new breed of corporate compliance software providing financial services brokerages greater corporate compliance and quality control by analyzing customer goals and objectives against the quality of portfolio trading activities, providing analytics across up to 6 million transactions per day. Recruited and managed a team of 25 to 55 across development, sales, and implementation. Achieved first to market position; maintained market leadership. Instrumental in growth of company to $8 million in revenues with 20 national account implementations, with such key accounts as Wachovia, Wells Fargo, and John Hancock.
WACHOVIA SECURITIES -Boston, MA 1998–2000
Senior Managing DirectorRecruited to lead the #1 Region in retail system Member of Operating Committee Member of Compliance Committee with a total of 45 branches, about 40% of the firm’s operation. Opened 15 new branches, hired 200 brokers, promoted leaders. Supported further growth by acquisition. Directed all facets of sales operations, compliance, and litigation. Served as member of the operating committee. Recognized by executive management and brokers for delivering on all promises for sales achievement. Earned numerous client commendations for service.
SMITH BARNEY, INC. 1985–1998 Managing Director |Assistant Branch Manager, Boston, MA Promoted to optimize revenues and profitability of one of the top three Smith Barney branches nationwide. Developed firm from a staff of 85 to 112, improved performance and satisfaction of team members through a dynamic, focused, coaching approach, setting goals and promoting passionate leaders. Grew sales to from 36 to 45 million within 30 months. Instituted ‘same-day settlement’ approach to resolution of all staff and customer inquiries, resulting in greater productivity and customer and employee satisfaction.
Branch Manager, New Haven, CT Promoted to turn around a faltering operation. Recruited, trained, an
d motivated a peak-performing team of 25 brokers. Within three years, achieved regional ranking of #2 in revenues and assets under management.ANTIOCH COLLEGE, Yellow Springs, OH
Bachelor of Arts, Community OrganizationNATIONAL SOCIETY OF COMPLIANCE PROFESSIONALS NASD Series 7/Series 8/Series 3/Series 63 (expired)/Series 65 (current)