Page 8 - AAG076_AAG Value Prop Booklet

MEET

OUR

LEADERS
JESSE ALLEN
Executive Vice President of National Alternative Distribution

As Executive Vice President of National Alternative Distribution, Jesse is responsible for building a solid
foundation that will foster growth and development of our Field Sales team. Prior to joining AAG in
September 2016, he served as the SVP of Sales Enablement and Execution for Bank of America’s home
loans retail sales division and was accountable for developing and growing business-to-business
relationships and volume with builders and real estate professionals. During his career, Jesse also ran Bank
of America’s reverse mortgage line of business, one of the largest reverse mortgage platforms in the history
of the industry.

MELANIE PARKS BILL ZIELKE SCOTT HARKLESS
Vice President of National Vice President of National Field Vice President of Enterprise
Field Sales, West Sales, East and Central Partnerships

Focusing on utilizing home equity as a retirement Bill leads our East and Central sales teams after Formerly a civil litigator, Scott joined
tool since 2003, Melanie started out as an more than 20 years with Bank of America. His Countrywide Home Loans’ strategic alliance
originator for Financial Freedom and quickly prior roles there include Specialty Lending division in 2006. After Bank of America acquired
rose to Top Producer status. She was directly Executive, SVP Northeast Fulfillment Executive, Countrywide in 2008, Scott led the business-to-
responsible for helping hundreds of senior Customer Assistance Center Executive, and business platforms as the Executive Sales Leader.
homeowners in their pursuit of financial security SVP Reverse Mortgage Southeast Region. Bill He managed joint ventures and marketing
through business partners as well as community has a proven record in developing, building, agreements with real estate professionals and
involvement. Since then, Melanie has taken her and leading world-class sales, operational, builders, as well as affinity relationships with key
knowledge and experience in development and and management teams. He brings extensive real estate influencers, most notably, Tom Ferry
execution of a sustainable business development experience developing business partnerships – Your Coach. Prior to joining AAG, Scott was
platform and has recruited top talent in the and cultivating strong relationships, while his the Merrill Lynch Sales Performance Executive,
market to build a dynamic sales force for industry reputation and knowledge of key driving residential loan officer production
some of the top reverse mortgage companies, markets equips him well to drive sustainable and through the advisory channel.
including MetLife, Genworth Financial and, finally, rapid growth with the AAG team.
American Advisors Group.

JOE STEPHENSON ROBERT KANE SHANNON ROBINSON
Senior Vice President Vice President of Change Vice President of Strategic Sales
of Operations Implementation & Execution

As SVP of Operations, Joe oversees loan Robert and his team advance AAG’s efforts to As VP of Strategic Sales & Execution, Shannon
fulfillment for all of AAG’s sales channels. He is build critical structure, processes, and systems to oversees a division that delivers world-class
focused on building new processes to optimize increase the capabilities and efficiencies across service to our sales teams. Her team creates
operations and capitalizing on synergies our Sales and Fulfillment teams. Additionally, an organized infrastructure that supports and
throughout the business, as well as scaling his team partners with the broader Retail improves the AAG sales process and strategy.
AAG’s operations for future growth. Joe has team, Enterprise Change, and other functional Her team reviews sales performance metrics,
more than 20 years of industry experience. Prior partners to ensure strong process management, uncovers growth opportunities, and implements
to joining AAG, he served as head of mortgage change execution, and coordination across our new solutions that improve the business.
operations for Morgan Stanley. He also has a platforms.
background in retirement solutions, previously
serving as Chief Operating Officer for Bank of
America’s reverse mortgage business.