Jeffery Holste

At the helm of Currently LLC, a boutique business consulting firm, I spearhead strategic growth across diverse sectors from nonprofits and political campaigns to commercial businesses. My focused leadership has driven a 50% year-on-year profit growth, enhanced operational productivity by 48%, and, as acting COO for a key client, I've raised over $2.5 million in fundraising.

Key Achievements:

• Delivered consistent 50% year-on-year profit growth through strategic initiatives.
• Raised over $2.5 million in fundraising as acting COO for client.
• Boosted productivity by 48% through operational enhancements.
• Projected savings of $112,000 by end of 2024 through vendor negotiations, reducing costs by 50%.
• Expanded client's team from three to nine, successfully managing client portfolio growth of 200% within 18 months.
• Introduced new business line, connecting over 200,000 new donors with 60 clients.
• Developed and implemented new strategies and policies in collaboration with executive partners to establish and achieve long-term business objectives, providing company with strong and sustainable organizational leadership
• Led operational team in development, rollout, and management of new product lines

Serving Fisher Investments from August 2018 – January 2021, I fostered a robust portfolio of 182 clients, administering over $170 million in assets. With a keen focus on relationship management and strategic asset acquisition, I maintained a 97% annual client retention rate and generated over $11 million in new assets.

Key Achievements:

• Orchestrated management of substantial portfolio comprising 182 clients and over $170 million in assets.
• Successfully maintained high annual client retention rate of 97% through meticulous service delivery.
• Generated over $11 million in new assets, reinforcing firm's financial standing.
• Pioneered implementation of Robotic Process Automation system, projected to save firm over 10,000 man-hours annually.

Provided high-quality sales and service, resulting in recognition and the development of innovative financial planning tools.

Key achievements:

• Earned recognition in prestigious sales convention due to high sales production.
• Won "Rookie of the Year" award for excellent sales performance and superior client service.
• Developed unique financial planning tools tailored for ministry community.