Bill McMahon

***** ****** **** ( Leawood, Kansas 66209 ( acdlq3@r.postjobfree.com (

913-***-****

Leadership Profile

Operations & Fiscal Management / Team Building & Leadership / Strategic

Planning & Execution

Highly creative and pragmatic professional with a history of driving

revenue and profitability through strong, focused leadership. Excellent

background as a leader, innovator and entrepreneur with proven expertise

building business infrastructures, creating sustainable revenue streams and

developing dedicated, hard-working teams. Loyal, motivated individual with

advanced education (MBA), 15+ years of experience and a commitment to

providing the highest level of customer satisfaction for all products and

services - at all times.

Core competencies include:

Sales, Marketing & Growth Budgeting & Accounting

Strategy Vendor Relations & Contract

Investment Management Negotiations

Daily Operations Management Inventory & Purchasing

Policy Development & Process Redesign & Improvement

Implementation Customer Satisfaction & Loyalty

Performance, Trend & Market Financial Advisory, Brokerage

Analysis

Hiring, Training & Motivating

Teams

Professional Experience

BANK OF AMERICA - MERRILL LYNCH, Leawood, Kansas

Wealth Advisor (010/2013 to Present)

Advocate and advise clients in the accumulation and growth of their

investment wealth. Process involves the assessment of the client's

financial condition and strategy, then implementing a course of action to

invest properly. Utilize powerful wealth building platforms and strategic

and tactical investment management to increase yield and / or income.

Primary market and strategy involves Consultative Sales Process targeting

ultra-high net worth individuals and institutions. Investment tools

include equity and fixed income securities, mutual funds, ETFs, REITs,

hedge funds, managed futures, etc. FINRA Series 7, 66, 31 and Kansas Life,

Accident and Health licenses (for annuities and insurance products).

MORGAN STANLEY, LLC Leawood, Kansas

Financial Advisor (07/2012 to 09/2013)

Advocate and advise clients in the accumulation and growth of their

investment wealth. Process involves the assessment of the client's

financial condition and strategy, then implementing a course of action to

invest properly. Utilize powerful wealth building platforms and strategic

and tactical investment management to increase yield and / or income.

Investment tools include equity and fixed income securities, mutual funds,

ETFs, REITs, hedge funds, managed futures, etc. Received intensive

education and training and certifications in investment management and

consultative sales optimization. FINRA Series 7, 66, 31 and Kansas Life,

Accident and Health licenses (for annuities and insurance products).

MR BULKY, INC., West Coast and Midwest Locations

President (11/1991 to 7/2012)

Twenty two retail locations in seven states. Spearheaded and directed all

aspects of business and financial operations with full accountability for

physical outlets and web-based perishable and hardgoods sales throughout

the region. Hired and trained managers and team members to establish a

collaborative and reliable workforce. Selected new store sites and oversaw

design and construction. Negotiated all contracts for inventory and supply

purchases, leases and services. Developed policies and procedures. Designed

advertising and marketing programs. The over twenty retail bulk foods

stores included Mr. Bulky Treats & Gifts, Cherry Street Treats, Sweet! and

Candy Lane concepts.

Selected accomplishments:

. Received the National Cinema Network's Customer-Designed Ad of the

Year Award in '97 with additional recognition as Pitch Magazine's

Candy Store of the Year '93 through '07 (Kansas City locations).

. Led the team to earn the Highest Annual Franchise Comparable Sales

Increase Award '95 through '98.

. Consistently designed and implemented new strategies for enhancing the

concept, products and offerings to customers.

. Provided a level of quality and service that prompted corporate

decision makers to select a high-volume site as a Corporate Franchise

Support Personnel Training Store.

. Drove substantial growth by managing new stores from site selection

through grand opening.

. Pioneered and launched two new products from the ground up (Chocolate-

Covered Cookie Dough now offered through GKI and Sour Liquid Squirt

Candy currently available through ICC).

UNITED INVESTORS MANAGEMENT CO. (Waddell & Reed Investment Management),

Overland Park, Kansas

Support Services Manager (6/1983 to 11/1991)

Managed 22 person department in providing investment analysis and advice to

sales staff (Brokers). Led and provided retirement and investment and

distribution strategies for investors. Ensured suitability and compliance

for advanced level transactions.

Selected accomplishments:

. Enhanced customer retention and improved staff performance by

developing policies and procedures manual to train staff in investment

distribution strategies.

. Hand-selected by senior leaders to conduct audit that resulted in over

$600,000 in annual departmental savings.

. Completed NASD Series 7 and 66 licenses. Also completed numerous

internal and external management and supervisory training seminars.

Education & Affiliations

UNIVERSITY OF MISSOURI - KANSAS CITY, Kansas City, Missouri

Candidate for Master of Business Administration (MBA), In Progress

OKLAHOMA STATE UNIVERSITY, Stillwater, Oklahoma

Bachelor of Science (BS) in Finance, Minor in Economics

Professional Development:

People and Project Management (numerous seminars) ( Franchise Operations

Management (two courses)

Present and Past Affiliations:

Chambers of Commerce: Missouri (Kansas City, St. Joseph), Kansas (Overland

Park, Mission, Shawnee, Leawood, Olathe), Nebraska (Omaha), Illinois

(Moline), Iowa (Cedar Rapids, Iowa City, Bettendorf, Des Moines),

California (San Diego, Hanford), Oklahoma (Tulsa)

Knights of Columbus, Nativity Parish Pastoral Council, Charity Volunteer (

St. Mary Food Kitchen,

Harvesters, Project Uplift, etc.)

Technical Skills:

Microsoft Office Suite, Peachtree, QuickBooks, POS Systems and other tools

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