Sattie Narain is an experienced executive with over 20 years of experience in human resources, talent management, training, and operations for insurance, banking, financial services and mortgage companies. She has a proven track record of exceeding growth targets, improving workforce performance, ensuring compliance, and delivering exceptional results. Currently she is VP of Operations for Ashford Insurance Agency, where she established a strategic partnership that generated tens of millions in new revenues and recruited and trained a team of over 2,500 sales professionals.

1. SOOKRANI “SATTIE” NARAIN
Miami / Ft. Lauderdale Metro Area 954-303-1110 sattie.narain@gmail.com
VP / DIRECTOR – HUMAN RESOURCES / TRAINING & DEVELOPMENT
Performance Improvement / HRIS / Recruiting / Training / Talent Management / Mentoring /
Staff & Organizational Development / Regulatory Compliance / Licensing & Credentials /
Onboarding / Startups / Turnarounds / Policies & Procedures / Documentation / Benefits /
Payroll / Courseware / e-Learning Solutions / Performance Metrics / Multisite Operations /
Business Development / Sales / Marketing / Continuous Process Improvements / Audits /
Strategic Alliances / Relationship Management / CRM / Carrier Relations / Systems
A versatile and multitalented executive with a proven record in human resources, talent management,
organizational development, training, operations and marketing roles for leading national and regional
firms in insurance, banking, financial services and mortgage banking. Contributed to steep revenue,
profit, client base and market share growth while ensuring superior levels of customer satisfaction and
rigorous regulatory and corporate compliance.
Delivered exceptional results for companies such as Ashford Insurance Agency, World Financial
Group, Nations Group USA, Nations Financial Services and others, consistently exceeding
demanding corporate, client and market expectations. Known as a natural leader, inspirational motivator,
trusted mentor and advisor. Especially well-versed in finding, cultivating and retaining top multidisciplinary
talent, as well as nurturing next gen leaders at all levels. Dramatically improved the performance,
competence capabilities of large diverse cross-functional workforces.
Can make a strong impact by:
! Maximizing workforce capabilities
! Supporting aggressive growth strategies
! Identifying & seizing emerging opportunities
! Developing agile change management roadmaps
! Creating superior training & development programs
! Recruiting, mentoring & motivating top-performing teams
! Helping companies to carve out an edge in competitive markets
! Ensuring strict enterprise-wide regulatory & corporate compliance
! Fostering excellence & continuous improvements in quality & service
! Planning, supporting & executing aggressive growth & expansion strategies
Earned an MS in Finance & Administration from Iona College and a BA in Liberal Studies from the
University of Oklahoma, as well as a FINRA Series 63, Real Estate, Life/Health/Annuity licenses and
AML Certification.
CAREER HISTORY & SELECTED HIGHLIGHTS
VP Operations, Ashford Insurance Agency and its Quantum Success Strategies division (QS2), 2013-
Present. Direct all operations, including business development, HR, recruiting, training, licensing,
compliance and back office. Negotiated, built and managed relationships with carrier affiliates, including a
key partnership with Quality Insurance Group. Notable accomplishments include:
Forged a profitable strategic alliance. Early stage insurance agency Ashford was looking to
grow its business. Established a partnership with Quality Insurance Group (QIG), a growing
carrier in homeowners and business lines. Built a strong referral network, utilizing QIG’s unique

2. SOOKRANI “SATTIE” NARAIN PAGE 2
Miami / Ft. Lauderdale Metro Area 954-303-1110 sattie.narain@gmail.com
capabilities to enhance offerings to Ashford clients. Leveraged the relationship to generate
significant new business and tens of millions in new revenues for Ashford from both new and
existing accounts.
Instrumental in a startup. Recruited by Ashford Insurance as a key member of the startup
team. Played in central role in everything from securing required licensure and bonding to
ensuring regulatory compliance. Directed recruiting and training a multidisciplinary workforce.
Established policies, procedures and documentation. Negotiated for participation in continuing
education programs for agents nationwide. Facilitated new carrier partnerships. Contributed to
rapid growth, an expanding client base and rising revenues.
Built a high performance nationwide team. Hired by startup by Quantum Success Strategies
(QS2) to grow a sales force. Recruited, onboarded, trained, mentored and coached the largest
team in the organization comprising 2,500+ multidisciplinary professionals. Attracted top talent
away from leading insurers, including NY Life, ANICO, AFLAC, Met Life, Prudential and others.
Drove the organization to generate $36M in first year sales, far exceeding projections.
Trained 7,000+ sales agents. Rapid growth at QS2 was putting pressure on staffing and
training. After proving success in training a team of 2,500 new sales agent hires, asked by the
Vice Chairman to take over training of all staff enterprise wide. Developed and led training for
sales, operations and back office professionals. Met or exceeded all performance objectives,
beating KPIs for core competencies, revenue, profits and customer satisfaction.
Launched successful new divisions. QS2 was looking for new ways to grow and diversify.
Tapped by top leadership to help develop and build several new lines of business, including
auto, homeowners, life and health. Created a business model focused on one-stop-shopping
and superior service, significantly differentiating the firm in crowded competitive market.
Innovated new cross-selling approaches, generating valuable opportunities and potent
synergies. Helped to grow revenues from zero to $150M in only two years.
Led training for a new line of business. Looking for untapped opportunities to grow revenues
and market share, Nations Financial Services planned to enter the lucrative and expanding
reverse mortgage segment. Assembled, trained and cultivated a core team of product
specialists. Developed training to ensure compliance with all lender, HUD, FHA and other
regulatory compliance requirement. Achieved a 100% complaint-free record in a market
segment known for consumer problems.
Sr. Marketing/Operations Manager, World Financial Group (WFG), 2010-2013. Recruited to directed all
facets of a marketing, recruiting, HR, training and compliance. Key contributions:
Ramped up capacity while improving quality. Rapid growth strained staffing, training,
systems and compliance at WFG. Led a program to recruit, train and mentor 350 new sales,
marketing and back office professionals across 30 locations nationwide. Leveraging live
seminars, weekly conference calls and other advanced training tools, quickly drove the new
staff to achieve core competencies and 100% corporate and regulatory compliances. Drove the
team to attain a top ten performance ranking company-wide in only six months.
Directed a successful onboarding & licensing program. WFG needed to onboard 300+ new
agents. Managed all phases of the project, including applications, training and testing. Obtained
license transfers for new hires with existing credentials and supported success licensing of
promising staff new to the industry. Ensured full compliance with all state and corporate
compliance requirements. Completed the program far ahead of all other teams at WFG.

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Miami / Ft. Lauderdale Metro Area 954-303-1110 sattie.narain@gmail.com
Established & promoted Best Practices. To ensure regulatory compliance and best-in-class
levels of customer service and retention, WFG needed standard operating procedures (SOPs).
Developed rigorous, standards, practices and procedures for everything from underwriting,
sales, commissions and client onboarding to follow ups and thanks. Conducted regular audits
and status meetings to track performance. Achieved 100% compliance with all standards.
Global Talent Consultant/Project Manager, Nations Group USA, 2008-2010. Recruited to lead talent
acquisition and training for a major systems, automation and business process improvement program for
an international banking firm. Achievements include:
Planned and led a major change management project. Engaged by Nations Group to direct
a migration for the government of Guyana from an aging UK banking platform to new enterprise
solution. Worked closely with officials from the Finance and Labor Ministries, as well as the
national reserve bank to configure and implement the platform. Managed all talent recruitment
and training. Successfully delivered the project ahead of schedule and under budget.
VP Organizational Development, Nations Financial Services (NFS), 2001-2008. Recruited to direct all
training, licensing, coaching and compliance for a fast-growing national mortgage lender. Achievements:
Managed training, licensing & compliance. Nations Financial Services needed to integrate a
growing sales force of 6,000+ agents across the US. Led licensing of all new hires in relevant
jurisdictions. Directed training and coaching on corporate and regulatory compliance. Ensured
100% adherence to company and government requirements.
Negotiated profitable strategic alliances. To grow its mortgage business, Nations Financial
Services need to enlist new lending partners. Successfully negotiated correspondent lending
partnerships with Chase, Wells Fargo, National City, Country Wide, Nations Bank, Citibank,
Bank United, SunTrust and others. Dramatically expanded product offerings, contributed to 25%
year-over-year growth, ultimately achieving $50M in annual loan volume.
Designed a structure & systems to fuel growth. Recruited to lead organizational
development at NFS. Created systems, processes and a hierarchical organizational design to
maximize the performance of 10,000 loan officers across the US. Established robust policies
and procedures for both in-house and thousands of third-party correspondent lending partners.
Positioned the firm to achieve 20-25% year-over-year growth while ensuring transparency and
compliance.
Earlier: Director, Operations/Credit/Collections, First Data Corporation; AVP Credit, Charter
Financial; Credit/Leasing Manager, Citicorp Commercial Finance.
EDUCATION & TRAINING
Master of Science in Finance & Administration from Iona College.
Bachelor of Arts in Liberal Studies from the University of Oklahoma.
Other past or present credentials include: FINRA Series 63, Real Estate, Life/Health/Annuity
licenses and AML Certification.
AWARDS
Named #1 Income Earner, #1 Recruiter, #1 Team Growth Leader three consecutive years at NFS.

4. SOOKRANI “SATTIE” NARAIN PAGE 4
Miami / Ft. Lauderdale Metro Area 954-303-1110 sattie.narain@gmail.com
PERSONAL
Enjoy travel, exercise, surfing, paddle boarding and snorkeling.