Benjamin T.

About Benjamin T.

Benjamin, a client-facing business leader, thrives on aligning vision and enhancing client services at Client First Tax and Wealth Advisors. His leadership in refining processes and integrating technology has been instrumental in cultivating leadership and delivering superior experiences for clients. As the head of both the Life Cycle Business and Tax & Accounting teams, Benjamin’s cross-functional team leadership and process improvement skills have become his trademark.Benjamin delivers true business value for clients time and time again. He starts with the vision, then aligns people and process, continues with the intentional application of appropriate systems and technology. His project management expertise includes implementing leveraged solutions that improve success criteria such as employee job satisfaction, customer satisfaction rating, profitability, and cost efficiency. Benjamin’s dedication and performance as a partner have led to recognition and awards from clients, peers, and executives.Here are some key points about Benjamin->Client-Facing Business Leader:+Strong communication skills and collaboration.+Connects people, ideas, and resources to empower key players who impact strategies and deliverables->Impact-Driven Professional:+Implements pragmatic decision-making processes.+Solves acute challenges within budget across a wide range of team environments and time horizons->Thought-Leading Strategist:+Utilizes planning skills and strong business acumen.+Identifies, creates, and communicates the appropriate vision.+Drives and delivers innovation, development, and performance.

Experience

1. Adjunct Professor of Business Management and Leadership Ags School of Business

   Wisconsin Lutheran College

   Jan 2011 — Present

   Wrote and designed the Principles of Management course for the college, which includes: designing the syllabus, presentations, texts, assignments, activities, in-person and online discussions, lesson assignments, timelines, communications, quizzes, tests, and grading rubric. Principles of Management based on the textbook by Mason Carpenter, Talya Bauer, Berrin Erdogan, and Jeremy Short• Lead the students and working professionals to develop skills in critical thinking, negotiating, analyzing, ethical decision making, and communicating• Combine theoretical knowledge and research with real-world experience• Principles of Management: Theory of management, managerial functions, departmentalization, staffing, direction, planning, and control.

Skills

• Marketing
• Product Management
• Sales Engineering
• Healthcare
• Public Speaking
• Project Planning
• Leadership Development
• Entrepreneurship
• Strategy Development
• Business Process
• Budgets
• Sales Process
• Performance Improvement
• Program Management
• Problem Solving
• Business Planning
• Customer Relations
• Business Case
• Outsourcing
• Negotiation
• Sales
• Team Leadership
• Sales Enablement
• Strategic Partnerships
• Leadership
• Cross-Functional Team Leadership
• Marketing Strategy
• Account Management
• Team Building
• Management
• Planning
• Strategic Planning
• Process Engineering
• Analysis
• Consulting
• Sales Management
• Management Consulting
• Analytics
• Public Relations
• Business Strategy