Steve Potts
Chief Operating Officer @Robbins Financial
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WORK HISTORY
Chief Operating Officer @Robbins Financial
Bentonville, AR, US
Direct all organizational functions, including HR, Payroll, Benefits, IT, AI integration, and advanced data analytics, driving cross-departmental innovation and operational excellence to fuel company growth. Lead strategic operations, utilizing Power BI dashboards to monitor advisor performance KPI\'s, referral pipelines, and P&L, driving revenue growth through data-informed strategies. Apply Lean Six Sigma methodologies to streamline processes, workflows and client onboarding processes, cutting operational time and enhancing client satisfaction. Lead initiatives to optimize advisor training, client acquisition, and application processes, utilizing Microsoft Planner to enhance efficiency, achieving $1.45M GDC growth.
EDUCATION
University of Arkansas
Bachelor of Science - BS
University of Phoenix
MBA
ABOUT STEVE POTTS
Strategic C-suite leader with proven experience leading high-impact operations and…
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