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Leonard W. McClendon

Sales & Account Management

ad4wbc@r.postjobfree.com • 404-***-****

www.linkedin.com/in/leonardwmcclendon/

Atlanta, GA 30326

Results-driven professional with a proven record of driving revenue growth, forging strong relationship, developing strategic sales plans, managing key accounts, and executing business development initiatives that exceed targets.

Adept at identifying and capitalizing on market opportunities to boost sales and increase market penetration. Excel in negotiating high-value contracts, enhancing customer satisfaction, and leading high-performing sales teams. Exceptional ability to analyze market trends and customer needs to inform product development and positioning strategies. Known for collaborative leadership style, fostering teamwork, and empowering sales professionals to achieve peak performance. Committed to leveraging innovative sales techniques and digital tools to maximize efficiency and effectiveness. Brings forward-thinking approach to streamline operations, optimize product portfolios, and ensure consistent and engaging customer experience.

Areas of Expertise

Strategic Sales Planning

Key Account Management

Business Development

Contract Negotiation

Team Building & Leadership

Market Analysis & Penetration

Customer Relationship Management

Revenue Growth & Profit Maximization

Product Development

Digital Sales Strategies

Operational Excellence

Cross-Functional Collaboration

Professional Experience

LWM Investment & Financial Services, Atlanta, GA 2022 – Present Independent Financial Consultant

Spearhead development and implementation of tailored financial strategies to optimize asset growth and mitigate risk for individual clients and small business owners. Launched and executed marketing initiatives to establish and solidify presence as premier financial advisory resource within community, leveraging networking and industry knowledge.

● Achieved 157% return on investment in 2018 through astute facilitation of real estate purchases, renovations, and sales, capitalizing on market insights and strategic investment expertise.

● Secured $40k in client grant funding for marketing support in Q1 2024 for The Hardy Group Insurance, Fayetteville, NC, enhancing client business growth.

● Pursued over $1M in government contracting opportunities for MBE small business investors, aiming to expand their market reach and financial success.

● Played pivotal role in Q3 2022 launch of Less Than Truckload Cargo Van Company, marking a significant entry into the LTL industry.

● Cultivated enduring client relationships, leading to significant asset growth and risk mitigation, through implementation of customized, comprehensive financial strategies and continuous account monitoring. Syneos Health US Inc, Atlanta, GA 2021 – 2022

Immunology Specialist

Collaborated with Janssen Biotech to disseminate clinical data and third-party support information, educating healthcare professionals in dermatology. Advocated for TREMFYA as primary biologic treatment for patients with Plaque Psoriasis and Psoriatic Arthritis, aligning with healthcare standards and patient needs.

● Achieved 6% increase in overall territory growth and 2% net market share expansion in historically declining market, reversing four-year negative trend through strategic healthcare professional education and advocacy.

● Elevated patient access to crucial medications by maintaining up-to-date communication with healthcare coordinators about significant formulary changes and updates. Page 2 3

AstraZeneca Pharmaceuticals, LP, Atlanta, GA 2019 – 2021 Pharmaceutical Sales Specialist II

Exceeded national average NBRx share growth for Diabetes and Cardiovascular portfolio through strategic direct and virtual engagements with healthcare professionals. Implemented medical enhancement and disease awareness programs in collaboration with industry specialists, advancing healthcare professional knowledge and patient care.

● Surpassed national average with 0.5% increase in NBRx share growth for Diabetes and Cardiovascular portfolio, demonstrating exceptional sales performance and strategic market engagement. Jackson National Life Insurance Company, Franklin, TN 2018 – 2019 Internal Wholesaler – Annuities

Partnered with external wholesalers to elevate brand recognition and capture market share in designated territories through strategic annuity product promotions. Provided expert consultations to Financial Advisors on annuity product benefits, aligning with client investment goals and portfolio requirements.

● Increased market share by 2 basis points, translating into $20M uptick in sales, by partnering with external wholesalers and consulting financial advisors on annuity product benefits.

● Exceeded call metrics by 18% across first three quarters of 2019, showcasing superior engagement and productivity in client outreach efforts.

LWM Investment & Financial Services, Charlotte, NC 2016 – 2018 Independent Financial Consultant

Directed strategic acquisition, renovation, and sale of real estate investments, maximizing returns and contributing to portfolio diversity. Developed and implemented personalized financial plans aimed at asset maximization and risk reduction for varied clientele.

● Secured 373% return on investment through adept market analysis and strategic flipping of real estate properties, highlighting proficiency in real estate investment and financial planning.

● Acquired 60 new clients and facilitated repeat transactions through quarterly Financial Literacy & Business Building Seminars, generating profits exceeding $100k in 2017 by implementing impactful coaching and development strategies. AIG Financial Network, Charlotte, NC 2015 – 2016

Agency Director / Wealth Management Advisor

Directed recruitment, training, and professional development initiatives for Financial Services professionals specializing in risk management and wealth growth strategies. Oversaw expansion of brokerage assets under management, emphasizing comprehensive wealth management solutions.

● Expanded sales force by 366%, from 6 to 22 representatives within year, demonstrating exceptional leadership and recruitment strategies.

● Amassed $2M in brokerage assets under management, showcasing effective wealth accumulation and asset management strategies.

Western & Southern Financial Group, Charlotte, NC 2013 – 2015 Staff Manager

Led strategic efforts in staff recruitment, training, and development to meet corporate retention and growth targets, focusing on policy analysis and client relationship management. Initiated and led company-wide sales and marketing drive in fourth quarter of 2013, boosting sales performance and market penetration.

● Led first-year associate to rank in top 15% nationally in sales, evidencing impactful coaching and development tactics.

● Increased market share by 2 basis points, totaling $12M, through strategic recruitment, training, and market analysis, underscoring profile mastery, interviewing coaching and discovery, effective growth and retention strategies. BofA Merrill Lynch, Pierce, Fenner & Smith, Inc., Charlotte, NC 2011 – 2012 Investment Specialist

Articulated unique advantages of Merrill Lynch’s brokerage products and services, driving daily sales and client engagement.

● Received JD Powers and Associates Certification for excellence in client service and satisfaction as one of 88 audited associates, demonstrating superior client engagement and service quality. Page 3 3

Additional Experience

Investment Adviser Representative, MetLife Securities, Inc. Charlotte, NC Financial Advisor, AXA Advisors, LLC, Charlotte, NC National Field Sales and Marketing Manager, Carson-Dellosa Publishing, LLC, Charlotte, NC Account Manager Pharmaceutical Sales Representative - P&G Pharmaceuticals, Procter & Gamble, Oakland, CA Territory Sales Manager, Philip Morris USA, Cincinnati, OH Senior Claims Representative, State Farm Insurance Company, Newark, OH Education

International Master of Business Administration, Gardner-Webb University, Boiling Springs, NC Bachelor of Science, Business Administration; Management, Slippery Rock University, Slippery Rock, PA Honors & Awards

• Ranked #2 of 7 districts in Atlanta Region in Market Share Gain Q1 2022

• 2020 Circle of Excellence Rank (Top 6%, #62 out of 1,122 Representatives)

• Ranked #3 in Overall Productions Throughout 3 Office Agency on pace for $100k GDC pro-rated for year 2016

• Ranked #1 in Brokerage Assets Under Management $3M

• Inaugural Marketing Excellence Award Winner – Nationally

• AXA Divisional Leaders - Corp. Award 2008 #3 Overall Production 1st year Associates

• AXA #2 Overall Production 2nd year Associates 2009

• Voted Region’s “Most Helpful Co-Worker” FY ‘03/04

• Fiscal Year ’03-04 Rankings – Corp. Sales Propositions #2 Region, #5 Nationally Professional Affiliations & Memberships

• State Dept of Insurance Member GA, NC, WA

• FINRA Member – Financial Industry Regulatory Authority – Series 7 & 63

• Alpha Phi Alpha Fraternity Inc. SRU Football

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