
Principal - Santayana Group, LLC- Training for top Financial professionals and Public Sector Leaders LION
Dallas/Fort Worth Area

Principal - Santayana Group, LLC- Training for top Financial professionals and Public Sector Leaders LION
Dallas/Fort Worth Area
Owner of Santayana Group LLC, helping clients develop their knowledge, attitude, skills and habits in the areas of: influence, sales strategy, leadership and self management.
Santayana Group, LLC – Our passion is for our clients to surpass their goals. You need perfect clarity on your unique needs and a clear plan to acquire the skills you need to close your performance gaps. Invest in developing your most important asset--yourself.
(Human Resources industry)
2008 — Present (1 year )
Santayana Group, LLC - We guide you and your team to surpass your goals. Our core strength is helping you do more with less in Sales Management Training, Self Management, Personal Development, Leadership Training and Strategic Direction.
• Consulting - Critical issue identification and resolution
• Training - needs analysis, instructional design, delivery, impact analysis and training strategy
• Staffing – qualified knowledge workers to outsource your business processes. We help you reach closure on tomorrow’s deliverable today.
• Product Evaluation and Selection – We help you navigate the knowledge marketplace to help you select the highest return solutions for your situation
(Public Company; C; Financial Services industry)
November 2007 — November 2008 (1 year 1 month)
Senior Sales Consultant who supported the development of training programs and processes that met the clients needs for improvement of employee performance and the transformation to a more professional sales culture.
(Public Company; C; Financial Services industry)
August 2004 — November 2007 (3 years 4 months)
Built the Training Function for Citi from the ground up in Mexico that became the global benchmark for International. Selected team and oversaw the execution of the blended learning strategy, training content, elearning and measurement criteria. Supported creation of a Sales Culture that increased client aquisition, referral and retention.
Used expertise to guide senior management to drive improvements in revenue, employee engagement, culture and retention through the strategic design of training and development, performance management, sales management, new hire selection and on boarding and operations training.
(Public Company; 10,001 or more employees; Financial Services industry)
January 2004 — August 2004 (8 months)
Global Leadership Program, 2004
• One of six high potential individuals selected globally to develop leadership and management skills.
• Tackled real problems faced by senior management globally during six months. Classroom, lecture, case study and in field format.
(Public Company; C; Financial Services industry)
January 1994 — January 2004 (10 years 1 month)
Cross marketing Real Estate and Sales Finance for 120 CitiFinancial branches in the Southeast.
• Executed a relationship selling approach that achieved 20% annual increases in new RE lending and a doubling in the % of Sales Finance Converted over a four years period.
• Managed cross marketing of Real Estate for Citi in over 121 Primerica Financial offices with “Buyer Facilitation” program that resulted in 40% year over year increases in lending.
• Supoported improvements in audit and compliance.
• Executed a needs based selling model in Commercial Credit Offices that allowed us to surpass production goals by 27%.
• Promoted culture of integrity and ownership campaign that improved regulatory compliance and customer satisfaction.
(Public Company; AIG; Financial Services industry)
August 1989 — January 1994 (4 years 6 months)
Worked as Regional Sales Manager and as District Manager in consumer finance lending.
(Financial Services industry)
July 1986 — August 1989 (3 years 2 months)
Managed and consistently increased sales revenue in 36 ITT offices in Florida
(Financial Services industry)
September 1982 — July 1986 (3 years 11 months)
Independent broker in Group Health Insurance ( true group experience rated), 401-k, group and LT non-can own occ. disability for legal and medical practices. Also sold split dollar, key man and business buy sell life insurance. Sale of individual products as well including mutual funds, annuitties, municipal bonds and personal life and disability coverage to affluent individuals.
MBA , BA in Political Science, Masters in Business Administration , 1977 — 1982
Writing, public speaking, sales, reading, travel.
St. Petersburg Catholic Alumni, American Society for Training and Development, National Society of Hispanic MBA's