Michelle Beck - Palomar College

KENNETH FORSYTHE e-mail: Kenneth_Forsythe@me.com
7073 W. Lone Tree Trail | Peoria | AZ | 85383 | 602.421.5272
OBJECTIVE: Results-driven Management Professional eager to contribute expertise in driving
operations, sales, customer relations, and team-building initiatives toward actively
collaborating with a dynamic organization in maximizing bottom-line performance.
SUMMARY OF
QUALIFICATIONS: Significant strengths in financial and retirement planning, public speaking, consultative
sales, and team leadership. Adept at managing sales and business operations with
proficiency in strategic P&L (profit and loss) management, customer relations, and
formulating strategies which increase productivity, service levels, and efficiency. Keen
organizational, interpersonal, problem solving, and communication skills.
• Steadily advanced throughout a series of promotions with The Vanguard Group
based on superior performance and achievements.
• Led Vanguard client service team to secure 78% of potential retirement plan assets
resulting from client's corporate acquisition.
• Achieved remarkable Net Promoter Score of 90% among institutional clients with
total $1.5B assets under management.
• Slashed operational costs by 32% and established precise initiatives to reduce
capital losses for Phoenix location of Sears Home Central.
• Elevated sales 20% year-over-year for Arizona market of Sears Home Central by
devising and implementing comprehensive consultative sales training programs.
• Reversed annual operational net loss of $100K to annual operational net profit of
$40K within nine months for Sears Home Central.
EDUCATION: KELLOGG SCHOOL OF MANAGEMENT, NORTHWESTERN UNIVERSITY
Evanston, IL
Masters of Business Administration (MBA) Expected Dec 2012
SAINT LEO UNIVERSITY
Saint Leo, FL
BA, Business Administration, Management June 2010
EXPERIENCE: The Vanguard Group, Scottsdale, AZ / Malvern, PA 1999 - Present
Relationship Manager 2007 - Present
• Successfully lead service team responsible for institutional relationships by sharing
knowledge and feedback and utilizing a varied management style that depends on
the level of experience, skills, and knowledge of each individual.
• Demonstrated ability to manage teams through uncertainty. Navigated assigned
relationships through varied economic cycles including rapid business growth,
downsizing strategies, M&A and bankruptcy. Ability to grow and retain business
during RFP/RFI process with no losses.
• Proven thought-leader among colleagues and client service teams, with the
conviction to take calculated risks and effectively challenge the status quo.
• Provide direction, management and support to client service teams by overseeing
the development and implementation of dynamic client business plans.
• Strategically manage a book of business comprised of clients with defined
contribution, defined benefit and non-qualified plans totaling $1.5B in assets under
management by partnering with C-level institutional investment committees in
exploring, identifying and evaluating financially-beneficial opportunities.
• Direct accountability for maintaining service excellence, client loyalty and
expansion of existing relationships.