Sales Management
Resume:
Bill McMahon
***** ****** **** ( Leawood, Kansas 66209 ( *************@*****.*** (
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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