Financial Consultant Business Development in Oklahoma City OK Resume Jeff McElroy

							Jeff C. McElroy                                                                                     SALES LEADERSHIP
405.543.7992 | jcjamac@gmail.com                                                               BUSINESS DEVELOPMENT
Oklahoma City, OK 73132                                                             CLIENT RELATIONSHIP MANAGEMENT
linkedin.com/in/jeffcmcelroy
                                                               PROFILE

   Documented results driving unprecedented market and sales growth, building zero-based        NATIONAL ACCOUNT MANAGEMENT
    portfolios to $30M+ in assets in 2-3 years, and growing a professional services firm from    ENTERPRISE VALUE DEVELOPMENT
    $0 in revenue to $120M in sales in less than 6 years.
                                                                                                    PROFITABILITY ENHANCEMENT
   Cultivate genuine relationships at a high performance level with the negotiation skills to         CONTRACT NEGOTIATIONS
    construct mutually beneficial agreements, secure national partnerships, and position
    companies for strong and sustainable sales and profitability gains.                                 PRODUCT INTRODUCTION

   Uncover opportunities, secure target accounts, and lead sales teams in developing new                 MARKET DEVELOPMENT
    and existing business. Launched offerings in several new markets, established sales                     FINANCIAL ANALYSIS
    presence, and developed the infrastructure to support success.
                                                                                                           PORTFOLIO GROWTH
                                                             EXPERIENCE
AFFILIATED BUILDERS GROUP (ABG) / PROFESSIONAL BUILDER RESOURCES – Edmond, OK                               www.abgus.com
Executive VP | Owner | 2006-2012
Identified and pursued unique business opportunity to create a niche professional services company, leveraging the
talents of a three-person team to launch and build a company from the ground up, growing gross sales from $0 to
$120M in less than 6 years. Defined value proposition of providing independent homebuilders and local suppliers with
traditional buying group benefits including elimination of cost redundancies, improvement in process efficiencies, and
significant gains in profitability. Researched, identified, and targeted relationships with independent homebuilders,
local suppliers, and national manufacturers, structuring and securing multi-year sourcing and purchasing agreements to
add value to each member’s supply chain. Instrumental in the development of the business and sales infrastructure,
company policies and procedures, and overarching philosophy of the business.

Sales Team Leadership               Directed talent acquisition efforts to assemble a motivated and top-performing team
                                     of outside sales professionals. Established performance goals, coached producers to
                                     deliver results, and served as a partner in account targeting, pipeline development,
                                     and sales cycle management.
                                    Drove individual and team contributions of up to $10M per month through member
                                     acquisition, account development, and a focus on creating a robust cost management
                                     group supporting market-leading contractors with the best suppliers and
                                     manufacturers.
Market Expansion                    Expanded company into multiple (7) markets—e.g., Oklahoma City, Tulsa, and the
                                     highly competitive Dallas / Ft. Worth market—involving outmaneuvering competitors,
                                     negotiating with national suppliers for superior cost structure, and outcompeting with
                                     national homebuilders.
                                    Researched, targeted, and secured partnerships with only market-leading, financially
                                     solvent builders. Reviewed financials to determine partnership viability, approved
                                     builders for ABG membership, and tracked key metrics throughout agreement to
                                     ensure program compliance.
National Partnerships               Cultivated enviable network of national partners, negotiating and securing sole source
                                     contracts defining standard group pricing, payment terms, and rebates. Increased
                                     transparency surrounding the impact ABG could have on a manufacturer’s market
                                     share.
                                    Aligned with leading manufacturers—Delta, Bryant, Boise Cascade, Lennox, Electrolux,
                                     Schlage, and Aristokraft Cabinetry—in product categories for every phase of
                                     construction, selling the benefits of direct access to top builders, reduced sales
                                     cycles, and increased business.
Public & Media Relations            Secured a Business section front page feature in The Oklahoman. Interviewed for the
                                     article which showcased the birth of ABG, its unique value proposition to key
                                     community stakeholders, and its future growth and resource rollout. Read article at
                                     http://tinyurl.com/az7gyqv.
Jeff McElroy                                                                           SALES LEADERSHIP
405.543.7992 | jcjamac@gmail.com                                                  BUSINESS DEVELOPMENT
                                                                       CLIENT RELATIONSHIP MANAGEMENT
                                                  …CONTINUED…
INTRUST BANK – Oklahoma City, OK
Senior VP | Financial Consultant | 2004-2006
Built a pipeline of new business development opportunities through networking, lead distribution lists, cold calling,
and referrals, growing zero-based portfolio to $33M in just over 2 years. Drove annual commissions of 100% above
quota, capturing $200K in annual commissions versus $100K goal. Secured a single account in excess of $10M in total
assets.

Account Acquisition             Surpassed performance goals by 500%-600%, taking assets under management from $0
                                 to $33M against an expectation of $5M-$7M. Built the #1 portfolio—#2 portfolio had
                                 $8M less in assets—despite working within a more challenging market than peers.

GOLD BANK – Oklahoma City, OK
VP | Financial Consultant | 2000-2004
Established and managed the Wealth Management Department in 5 markets with 6 branches, training and coaching
banking staff to cultivate client relationships, identify referral opportunities, and increase sales revenue. Grew asset
base from $0 to $30M+—corporate goal was $3.5M per year—with commissions of $350K, 233% above target.

Top-Ranked Results              Named American Funds National Top Quartile Producer: Bank Channel, 2001. Ranked
                                 among top producers in the country for selling American Funds mutual funds products
                                 in banking environments. Listed in Who’s Who in Financial Planning magazine, 2003.

MERRILL LYNCH – Oklahoma City, OK
Financial Consultant | Certified Financial Manager | 1995-2000
Graduated from 2-year training program in 16 months by meeting graduation requirement—to build a zero-based
portfolio to $10M+ in assets—6 months ahead of expectation. Continued to grow portfolio, exceeding $40M in assets
under management within 4 years. Served as the youngest financial consultant ever hired in the OKC office and quickly
delivered top-ranked production levels.

Sales Achievement               Recognized as top-producing rookie and received the Winner’s Circle Award in back-
                                 to-back years—10 out of 75 individual producers qualified for award—outperforming all
                                 quotas and generating commissions greater than seasoned consultants.
Group Leadership                Led the Merrill Lynch Corporate Challenge Team for 3 years. Organized citywide
                                 competition between 150+ companies—including Fortune 500 corporations—in a wide
                                 array of athletic events, driving one 2nd-place win and two 1st-place victories.

EDUCATION & DESIGNATION
UNIVERSITY OF OKLAHOMA – Norman, OK
BBA: Finance, Minors in Economics & Marketing

OKLAHOMA CITY UNIVERSITY – Oklahoma City, OK
Certified Financial Planner (CFP)

Affiliations:
Association of Certified Financial Planners
Oklahoma City Chamber of Commerce
Americans for Prosperity