Financial Consultant Business Development in Oklahoma City OK Resume Jeff McElroy
Jeff McElroy is a Financial Consultant who has documented results driving unprecedented market and sales growth, building zero-based portfolios to $30M in assets in 2-3 years, and growing a professional services firm from $0 in revenue to $120M in sales in less than 6 years.
Jeff C. McElroy SALES LEADERSHIP 405.543.7992 | email@example.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 | firstname.lastname@example.org 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