Sales Manager

Gregory B. Eyerly

**** ********** **** • Dublin, Ohio 43016

614-***-**** • ********@**********.***

EXECUTIVE-LEVEL MANAGEMENT:

Institutional Sales Consultant • Senior Relationship Manager • External Wholesaler

Dynamic, results-oriented sales and relationship management executive with an extensive history of increasing

revenue, maximizing value, developing and executing strategy, devotion to lifelong learning and the pursuit of

excellence, who delivers success and prosperity to employers and unparalleled service to clients. A leader who is a

catalyst for innovation, achievement and dedication to quality on time results among his peers, direct reports and

partners. Exceptional problem solver, highly energetic, self-motivated and thorough, with masterful organization

and unmatched integrity.

AREAS OF EXPERTISE

Sales • Relationship Management • Business Development • Revenue Growth • Market Analysis • Team Leadership

Client Servicing • Marketing Strategy • Broker/Distributor Management • Asset Allocation Strategy

Product Development • Competitive Market Positioning • Business & Strategic Planning • Employee Development

PROFESSIONAL EXPERIENCE

Renaissance Bank Advisors, Atlanta, Georgia • 2008-2009

Senior Consultant

Key senior sales advisor for large case institutional asset management opportunities and placements. Equipped

stable of consultants and account executives with industry leading Bank Owned Life Insurance (BOLI) knowledge

resources, marketing deliverables and skills. Anticipated, developed and executed business strategy to capitalize on

shift in market focus and created a sustainable strategic advantage.

Identified and pursued opportunities set to increase recurring fee revenue by $1.5 million minimum per year.

Secured management approval and guided team in achieving vendor approval at Top-5 National Bank.

Serviced portfolio of bank clients with combined invested assets exceeding $320 million.

G Eyerly Associates, LLC, Dublin, Ohio • 2007-2008

President

BOLI consulting startup while serving one year non-compete from previous employment.

MB Schoen & Associates, Inc., Westport, Connecticut • 2005-2007

Chief Operating Officer & Acting Chief Compliance Officer

Chief leadership and management of business operations, client servicing, product administration, finance, human

resources and support structure. Directed support to business acquisition (sales and marketing) team through lead

and referral management, placement and closing process optimization and strategic business planning. Collaborated

with Chief Executive Officer to develop and implement plans for the operational infrastructure of systems,

processes and personnel to achieve desired growth objectives.

Company achieved $350 million in new BOLI sales, increased gross revenue $1.5 million, plus was awarded $4.0

billion plus in new BOLI/COLI placements during my tenure.

Led the development and registration of Private Placement Insurance Products, LLC (PPIP), the affiliated

Limited Broker/Dealer, with the National Association of Securities Dealers (NASD). Successfully completed

the NASD membership review on June 14, 2006 and achieved final registration approval on August 17, 2006.

Organized, motivated and led the internal team focused on achieving a clear SAS 70 Type II Auditing Report

for the period from June 2006 through December 2006. Discrepancy free Type II report was issued on January

10, 2007.

Gregory B. Eyerly • Page 2 • ********@**********.***

Nationwide Financial, Columbus, Ohio • 2004-2005

Relationship Manager/Marketing Consultant – Corporate Insurance Markets

Led cross-functional team that successfully developed a large market, experience-rated, separate account BOLI

product. Initiated and conducted a BOLI market study to accurately gauge market size and growth potential that

led to senior management’s commitment to the BOLI business line and product development. Implemented the

form and process used to investigate and evaluate new BOLI investment strategies.

Led the BOLI sales efforts in pursuing and closing over $1.2 billion in new premium during the first seven

months of employment.

Successfully managed the business relationship with BOLI distribution partner, which led to the opportunity to

quote on over $2.5 billion in business.

Developed a unique marketing tool that producers utilized on first calls to improve efficiency and effectiveness.

Wachovia Corporation, St. Louis, Missouri • 2001-2004

Assistant Vice President/Sales Consultant – Benefit Finance Group

Aided team effort on a consulting project to evaluate and recommend funding changes on over $6 billion of

corporate assets, resulting in a marginal benefit to net income of over $28 million per year for the client.

Published the 2003 Wachovia Domestic Large Market BOLI/COLI Business Plan.

Developed and managed a database to target U.S. Financial Institutions that identified current BOLI holdings,

important financial data, key contact information, and was searchable by geographic region.

Tyco Electronics (formerly Siemens EC, Inc.), Troy, Michigan • 1997-2001

Senior Account Executive • 1998-2001

Global Account Manager • 1998-1999

Account Manager • 1997-1998

Tomco Plastic, Inc., Bryan, Ohio • 1993-1997

Sales Manager • 1995-1997

Account Representative • 1993-1995

Hedstrom Corporation, Plastics Division Ashland, Ohio• 1992-1993

Assistant Product Manager • 1992-1993

Sales Coordinator • 1992

EDUCATION

Bachelor of Science in Business Administration, Marketing

Bowling Green State University • Bowling Green, Ohio

PROFESSIONAL CERTIFICATION & DEVELOPMENT

Series 24 General Securities Principal Registration • Series 7 & 63 Registered Representative Registration

The Landmark Forum • Landmark Education Integrity Seminar • Karrass Effective Negotiating

The Dale Carnegie Course • Computer (Microsoft Word, Excel, PowerPoint, Outlook, and Project)

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