Scrum Master

Timothy R. McAfee *************@*****.*** Atlanta, GA 30328 678-***-****

Experienced, Agile leader with excellent problem solving skills, proven ability to communicate technical concepts to non-technical personnel, Immense knowledge in Microsoft Office suite, and extensive experience in Salesforce.com and other CRM’s with a passion for creating and implementing efficient procedures.

Experience:

Regional Leader, Primerica June 2017 – Current

● Help families protect themselves with life insurance, save money through eliminating debt and plan for their financial future with a myriad of investment vehicles.

● Built and trained a team of 9 advisors and developed a customer-first culture, empowering the team to help clients determine their goals and risk tolerance to build a plan for financial success.

Tech Support Consultant, TechIntel Solutions January 2017 – Current

● Research issues on various computer systems, databases and devices to provide technical support; thoroughly resolving issues and outlining solutions for clients in a timely and efficient manner.

● Advise CEO on business strategy and P&L; by giving meticulous oversight to business operations and managing Quickbooks. Created documentation on the most commonly troubleshooted items, resulting in happier clients (faster service) as well as the ability to more quickly onboard new team members.

● Communicate and translate IT Terminology to C-suite executives to offer solutions and plans of action to improve their IT infrastructure for maximum performance.

● Perform audits on existing system infrastructures to forecast future needs and identify areas of improvement.

Co-Founder/Partner, askhoward June 2016 – April 2017

● Created the vision, sales process, marketing and product rollout plan for the startup, askhoward, which provides consumers with easy answers to their financial questions, at a reasonable cost

● Created and implemented a social media strategy that increased Facebook engagement by 188%.

● Owned the email marketing strategy; which included creating content, campaign management, and tracking ROI.

● Established an efficient, customer-centric client on-boarding process. Vice President of Operations, WealthMD December 2015 – May 2016

● Oversaw overall operations, including management of technology improvements, increasing the efficiency of the sales process, ensuring white-glove customer service delivery, organizing weekly team meetings, and improving the client experience.

● Developed new client discovery and sales documents, which reduced sales rep preparation time for client meetings by 50% and resulted in a more client-centric and productive meeting.

● Managed a Salesforce.com workflow improvement project to increase efficiency and synergy between office staff and representatives.

● Led the transition of network files to a cloud based system, which increased rep efficiency, improved client experience, and increased file sharing security. Corporate Project Manager Coordinator, J.P. Turner & Co, LLC July 2009 – September 2015

● Reported to COO, CEO and President,and responsible for increasing company-wide operational efficiencies and identifying cost-savings.

● Audited monthly invoices, payroll and revenue streams, initiated, designed and oversaw the firms’ creation of a direct business blotter.

● Enhanced the firms’ data warehouse, by consolidating data repositories (eg: CRM’s, Data aggregators, workflow and performance reporting tools) into a data warehouse and created ad-hoc reporting site for officers of the firm.

● Trained registered representatives nationwide on new technologies.

● Procured new agreements with vendors at the corporate level, and was a member of the corporate Risk, Compliance and Product Review committees.

● Managed the corporate office $1.2M, 6-month and 5 phase renovation project while ensuring 100 employees had a place to work every day. This project was completed one month early, and with a savings of $300,000.

Registered Representative, J.P. Turner & Co, LLC May 2008 – July 2009

● Graduated the J.P. Turner training program, Learned to build my own book through cold-calling, seminars, and providing exceptional client service.

● Led team to thrive by preparing them for client seminars, and assisting them with new client on-boarding and client services. Demonstrated growth of $500,000 Assets Under Management (AUM).

● Mentored by two Independent registered representatives ranked in the top 5 in Atlanta

(Tony Mowrer and Clint Gharib).

● Managed the creation of a database for reps to check against “Do Not Call Lists” so that advisors could efficiently avoid calling those numbers, thus reducing fines and saving the firm $120,000 annually.

● Onboarded new clients that my team brought in, which increased efficiency of onboarding by 45%.

Education:

University of Georgia, Terry College of Business Bachelor of Business Administration Series 7 and 63 licensed CSM - Certified Scrum Master

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