Please enable JavaScript to view all aspects of this website.

team profiles and photos

Relationship Velocity

team profiles and photos

Relationship Velocity

Alt Text

Jeffrey DiLaura

Managing Partner

     

Jeffrey is a proven Senior Executive, Entrepreneur, and Consultant with 30 years of success in finance, banking, insurance, financial services, accounting, brokerage, and investment management.  Leveraging extensive experience in sales, operations, and service, he is a valuable asset for similar-sector companies looking for strategy, turnaround, growth, systems and automation.  His broad areas of expertise include leadership; strategic planning; executive and management consulting; business analysis, strategy, intelligence, planning; and development; sales operations and management; lead generation and management; product development; process improvement; change management; problem solving; capital markets; asset and wealth management; customer service; and CRM.

 

In his executive career, Jeffrey has held leadership positions at Relationship Velocity LLC (Managing Partner); Charles Schwab (SME/Consultant); USAA (SME/Consultant); PNC (SME/Consultant); Bowne (SME/Consultant); Cotelligent (SME/Consultant); and Xerox (SVP, Global Sales & Marketing). Jeffrey has served as subject matter expert and consultant in numerous assignments and deals, based as fee, equity, percentage, or incentive arrangements.  For Charles Schwab, he came in to consult across all retail divisions to find new lead sources.  In 2 years, he helped them achieve 25% lift in lead generation, delivering $1B boost in new assets.  For a smaller $35-40M investment management company, Jeffrey’s stellar lead and growth strategies resulted in $217M net new assets.  He built his own investment management firm as an insurance company within a regional bank, growing it to $6M in assets.  For USAA, he formulated and directed a new formal lead management program featuring a relationship management review, driving from 6M to 10M members in less than 6 years.  For a $250K startup, he implemented his lead management system and elevated to $2.5M revenue in 2 years.

 

Jeffrey leads a consultancy with expertise across the financial services industry, including wealth management, asset management, capital markets, retail banking, consumer lending, and life, health, and P&C insurance.  He directs specializations in new product design and development; compensation design; lead-to-revenue management; distribution modeling; infrastructure support; sales and sales management transformation; contact center interaction optimization; cross channel marketing; insights management; experience architecture; and sales and marketing operations and CRM optimization.  Applying Jeffrey’s principles and methods, he and his associates have executed multiple financial success scenarios, including $314M in new AUM; 17% revenue increase to only 1% cost increase; 66% attrition reduction; 371% digital product sales increase; and 48% sales closing ratio increase.

 

He also started and sold the first cloud-based and mobile-enabled CRM software company, subsequently selling it to a Fortune 500 company in 12/2000.  Jeffrey also built an outsourced data management and sales reporting division within an acquiring company – a longstanding benchmark for the asset management industry.  He invented true wallet share analysis for the RIA and asset management channels; and has designed and successfully implemented more than 50 CRM solutions globally.

 

Jeffrey obtained a Bachelor Degree in Business Administration and Management from Hofstra University.  He has published a number of benchmark studies, including incentive compensation for wealth management, the secret of asset growth is managing net flows, modern lead management for financial service companies, the 32 lead sources every company needs to know, workflow automation ergonomics and economics, the value of experience architecture, among others. His accomplishments have also been recognized by many industry rating services.

Alt Text

Glenn Coward

Business Partner


Glenn is an executive level, enterprise architect with twenty years of experience leading teams and initiatives from large Fortune 100 financial services programs. His leadership has resulted in top line revenue growth through marketing, sales, and service transformation with companies like Goldman Sachs, Charles Schwab, and USAA. He is also the founder of Capability Source, the strategic partner of Relationship Velocity. 


Alt Text

robert MoLLURO

VP of Business Development


Bob has extensive experience in many industries as a Senior Sales Executive for IBM and a VP of International Sales for the Amdahl Corporation. As an entrepreneur, he built Benchmark Consulting Services that focused on the Financial Services space. He is credited for bringing new strategies to the industry and is known as the Architect of ”The Advanced Marketing Firm” that has enabled more than 150 sales agencies to double their sales production and improve recruiting and retention.

He has also trained and coached more than 850 sales teams on the implementation of IT industry techniques, marketing systems, and processes that he developed. His IT team delivered over $1.6 Billion in revenue over a ten year period. He was responsible for 13% of the Amdahl Corporations annual revenue from 1982-1991.

Alt Text

Jesse DiLaura

Business Partner


Jesse DiLaura is highly skilled in both business strategy & business development and currently is the VP of Business Development for Relationship Velocity. Prior to his current post, he had founded and sold a mobile phone repair business (RepairU, LLC) and became the #1 producer at his prior position at SideCar. Today, Jesse leads both the process improvement task force and the information technology search teams. He is also instrumental in onboarding the new Business Partners and the new VPs of Business Development. He holds a Bachelor of Science Degree in Entrepreneurship from the Fox School of Business at Temple University.

Alt Text

Debbie dilaura

senior vp of operations


Debbie DiLaura is the MP/SVP of Operations at Relationship Velocity. She oversees both the Human Resources Department and Business Operations. In addition, she leads the new, fully accredited intern program at Relationship Velocity, where students learn hands-on and receive university credit hours for working with Relationship Velocity Executives. She holds a Bachelor of Science Degree in Health Sciences and multiple certifications. She is currently president of her Florida state chapter of PEO. A Philanthropic Education Organization recognized Internationally since the mid-1800s.

Contact us

Contact our team today to learn more about how we can help your business streamline their sales process.



Contact us

Contact our team today to learn more about how we can help your business streamline their sales process.



Alt Text

alex Adams

Associate Team Lead


Alex is currently pursuing a Marketing and Organizational dual-major at Drexel University with a minor in Politics. He is also working towards achieving his MBA as well at Drexel. He assists with Sales Technology Development and Implementation across the company, and works with Sydney to oversee the other interns.

Alt Text

maxwell herlan

Associate Team Lead


Max is currently pursuing a Finance and Business Analytics major at Drexel University. He is working in the sales and HR departments of Relationship Velocity. Max is also responsible for training interns to develop best practice sales skills.

Alt Text

Roman Mustaccio

Associate


Roman is currently a second-year Finance Major at Drexel University. He is working with Relationship Velocity through the rotational co-op program for six months in the Fall and Winter.

Alt Text

Trevor McGee

Associate


Trevor McGee is a second-year undergraduate student at Drexel University’s Lebow College of Business where he is pursuing a Finance Major. He is currently working through the rotational co-op program at Relationship Velocity for the Fall and Winter.


Alt Text

JOANNA kRZYSTYNIAK

Associate


Joanna is currently a junior at Binghamton University and pursuing a Financial Economics major and Graphic Design minor. She is currently a part of the rotational co-op intern program throughout the Winter and Spring.

Alt Text

DJ TUFANKJIAN

Associate


DJ grew up in New Jersey and is attending Drexel University, located in Philadelphia. He is a Division I rower on Drexel Men's Crew team. He is currently pursing a finance major and plans to enter an MBA program after college.

Alt Text

Jennifer Li

Part-Time intern


Jennifer is an Economics major and Business Administration minor at Georgetown University. She is originally from Concord, Massachusetts. 

Currently, she is part of Relationship Velocity's rotational intern program, and is working as a Strategic Marketing Intern.

Get In Touch

Contact Relationship Velocity

Let's discuss your your needs and how we can assist you.


Address

2200 Kings Highway Suite 3L-100 Port Charlotte, FL 33980


Email

ClientServices@relationshipvelocity.com


Phone

1 (855) 718-1118

Get In Touch

Contact Relationship Velocity

Let's discuss your your needs and how we can assist you.


Address

2200 Kings Highway Suite 3L-100 Port Charlotte, FL 33980


Email

debbie@relationshipvelocity.com


Phone

1 (855) 718-1118