
Managing Director at Wells Fargo Insurance Services, Former Kansas City Chief, Motivational Speaker
Greater Philadelphia Area

Managing Director at Wells Fargo Insurance Services, Former Kansas City Chief, Motivational Speaker
Greater Philadelphia Area
(Public Company; 10,001 or more employees; WFC; Insurance industry)
August 2007 — Present (2 years)
Responsible for overall growth and leadership as well as implementation of Wells Fargo’s strategic goals and objectives for the Philadelphia area. Ongoing responsibilities include: setting the strategic plan and leading transformational change towards office efficiency; spearheading the business development process and providing sales leadership and coaching; identifying merger and acquisition opportunities; and managing the budget and P&L process to maximize revenue growth and profitability.
(Professional Training & Coaching industry)
1991 — Present (18 years)
Serve as a keynote speaker and organizational consultant to a variety of companies, emphasizing individual and team development. Have worked with numerous business and adult groups and over 150 elementary, middle, and high schools on a variety topics including drug awareness, sportsmanship, and the importance of education.
(Public Company; 10,001 or more employees; WSH; Insurance industry)
1999 — 2007 (8 years)
Supported the Regional Executive Officer in all operational aspects the Northeast Region’s nine offices in the New England, New Jersey, Pennsylvania, Delaware, Baltimore, and Washington D.C. areas. Provided ongoing development and implementation of a nationally consistent service platform that integrated sales, service, and marketing processes; promoted Willis’ financial goals; pursued world-class quality in all client deliverables; and guaranteed delivery of the promises we made to our clients. Planned and directed all aspects of operational policies, objectives, and initiatives. Responsible for the attainment of short and long-term financial and operational goals. Directed the training and development of the organization’s sales, broking, and service associates to ensure future growth. Demonstrated expertise in a variety of the firm’s concepts, practices, and procedures. Relied on extensive experience and judgment to plan and accomplish goals through teamwork and shared vision.
(Public Company; 10,001 or more employees; MMC; Insurance industry)
1997 — 1999 (2 years)
Account Executive in Marsh Inc.’s Sports, Hospitality, & Gaming Global Industry Specialty Resource Group. Was active in all facets of professional and amateur sports organizations’ risk management programs. Developed a Personal Lines Program that focused on the insurance needs of high profile professional athletes and entertainers.
(Privately Held; 201-500 employees; Sports industry)
1991 — 1997 (6 years)
Started at several positions on the offensive line and hold an unofficial NFL record for the most touchdowns by an offensive lineman (4). Three of those passes are from the legendary Joe Montanana. Became actively involved in the Kansas City community, established and maintained charitable foundation “Joe Valerio Centers on Kids” for a local children’s hospital, nominated as NFL Man of the Year in 1995 for outstanding community service.
(Entertainment industry)
1994 — 1996 (2 years)
Anchored sports segment of live news broadcasts, reported live from sporting events, and conducted interviews of local sports celebrities.
As a Talk Show Co-host, handled post-game analysis on “Chiefs Fox Fan Talk”, a two-hour call-in show.
M.S. , Organizational Dynamics , September 2002 — May 2007
B.A. , Economics , 1987 — 1991
1984 — 1987
March of Dimes
Garnet Valley High School Football
Greater Philadelphia Chamber of Commerce
Chester County Chamber of Business and Industry
National Football League Retired Players Association
NFL Alumni Chapter