Suzanne Klapperich
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Suzanne Klapperich is a relationship/business development manager with over 15 years of experience in financial services. She has a track record of managing large accounts, building strategic partnerships, and driving significant revenue growth. Her past roles include internal relationship manager, internal wholesaler, and sales assistant. She is charismatic and analytical with expertise in over 100 financial products.
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Suzanne Klapperich
- 1. Suzanne Klapperich suzyklapperich@comcast.net 952-221-2339 PROFESSIONAL PROFILE Charismatic and analytical Relationship/Business Development Manager with over 15 years in financial services and a personality to convert revenue through relationship building, strategic problem solving and subject matter expertise in over 100 different financial products. Recognized as a top performer for achievements including: • Managing 70% of the company’s variable annuity sales • Managing the #1 largest independent broker dealer firm in the industry (LPL PLUS) leading to the launch of a flawless partnership program that yielded over a $300M run rate within 24 months • Managing the #2 largest broker dealer account in the industry (Wells Fargo) and doubling account revenue within 12 months, setting company revenue records • Reducing internal operational inefficiencies by 60% through streamlining the company Contact Management System (CMS) • Creating the most comprehensive lead repository in company history spanning over 700 banks and resulting in record setting business opportunities from a single source PROFESSIONAL EXPERIENCE Transamerica Capital Management, division of AEGON USA 2000-2012 The AEGON companies, headquartered in The Hague, the Netherlands, are one of the world's leading life insurance and financial services organizations. Reason for leaving: Minneapolis office closed and relocated to Colorado. Key Accomplishments: • Voted Internal Relationship Manager of the year • Selected as Project Manager for the complex mergers and acquisitions between Wachovia/Atlas Securities/AG Edwards/Wells Fargo • Developed lead generation program that was implemented nationwide • Pioneered and managed traditional life opportunity through a 3rd party • Wrote a 419 (e)/412 (i) manual for advisors that was implemented nationwide
- 2. Suzanne Klapperich Page 2 Responsibilities: Internal Relationship Manager/Business Development 2002-2012 • Provided comprehensive account management • Negotiated revenue sharing • Completed RFP’s • Launched new partners • Developed and implemented marketing campaigns • Approved product operations and business processes • Oversaw licensing and contracting/selling agreements • Managed electronic order entry systems (e.g. AnnuityNet, Aplifi) Key Accounts: Wells Fargo Advisors, LPL Financial, SunTrust Investment Services, The Huntington Investment Company, and CCO Investment Services Corporation Internal Wholesaler 2000-2002 • Developed subject matter expertise in over 100 fixed, variable and indexed annuities • Identified sales opportunities • Managed high call volume • Trained department colleagues AASC, Inc. 1994-2000 A financial management company serving independent financial planning, insurance and investment advisors Sales Assistant • Identified fixed and variable sales opportunities for team of Financial Advisors • Managed operational processes including compliance and regulatory changes • Developed and implemented commission payment system EDUCATION AND PROFESSIONAL TRAINING Series 6 License, Series 63 License, MN Life and Health License, MN Property and Casualty License University of Minnesota, Duluth Business Administration Associations: National Association of Professional Women
- 3. REFERENCES AVAILABLE UPON REQUEST