BRYAN K. JOHNSON

**** * ****, ********, ** ***** 317-***-**** adrvnq@r.postjobfree.com linkedin.com/bryankjohnson1

EXPERIENCED BUSINESS MANAGER — Managed the Administration, Staffing, IT, Financials &

Sales for the #1 Highest Profitable Midwest Branch at Recent Employer

Seasoned manager who oversaw operational growth and effectively leads management initiatives, including team development and management, data integrity/reporting, operations, sales/marketing efficiencies, and account development for the most profitable branch office that generated $3M in revenue. Led strategic planning and forecasting that drove customer satisfaction levels and retention. Monitored reports consisting of forecasted versus actual expenses (e.g., salaries, commissions) against recurring and new revenue. Supported on-site staff, addressing any issues that arose from staff or client accounts. Advised executive and senior management staff on issues that could compromise branch assets or service levels. Worked closely with sales staff to ensure consistent performance improvements, including market share, profitability, and revenue.

BREAKDOWN OF BUSINESS MANAGEMENT SKILLS

Business Development — Operations Management — Financial Administration —

Client Relationship Development Key Performance/Data Monitoring Cash Mngmt, A/R, A/P, Payroll

Strong Referral Network Competitive Business Positioning Financial Reporting & Planning

Customer-Facing Personnel Team Performance/Time Management Sales Forecasting/Growth

Solutions Planning & Management New-Hires/Staff On-Boarding Contract Compliance/Costing

PROFESSIONAL CAREER

VP, INVESTMENTS Raymond James, Anderson, IN 02/2008 - 02/2020

●Grew new business (B2C) along with managing business clients (B2B), offering retirement accounts for employees. Managed and retained the largest client — a biotech company — in Central Indiana.

●Conducted in-depth client assessments to identify investment and financial goals; e.g., early retirement. Presented investment products, including stocks, mutual funds, bonds, and some REITs.

●Addressed questions relating to optimal investment and debt reduction strategies. Provided clients with a balanced financial roadmap that outlined investment priorities.

●Built an extensive network that accounted for approx. 25% of new business. Secured referrals from existing clients, real estate/insurance agents, accountants, attorneys, and other networked service professionals.

●Maintained a book of business that generated nearly $800,000 in revenue by 2019; 15%-20% growth annually. Managed sales pipeline expected to bring in $1M in revenue by year-end 2021 with up to $800,000 in recurring revenue.

●Analyzed customer retention reports and sales metrics; secured a 98% client retention rate. Maintained relationships that guaranteed consistent customer lifetime value and monthly recurring revenue (MRR).

BRYAN K. JOHNSON

Page Two Professional Career, Continued:

BRANCH MANAGER; 2008 - 2016

●Managed complete business activities for the Anderson, IN, location, including staffing, operations, business development/sales, accounting (P&L, budgeting), and account management.

●Oversaw the recruitment, hiring, and performance reports for a staff of 5 that consisted of administrative, sales, and order fulfillment staff. Worked closely with an on-site financial advisor as well.

●Maintained a high close rate with prospects with a 98% retention rate amongst existing client accounts. Recognized as the largest producing branch in Indiana between 2010 and 2015.

●Supported and worked closely with the corporate office on financial aspects of the business, including P&L and budget administration, accounts receivable, accounts payable, and other contractual commitments.

●Participated in community and networking events to drive promotional activities. Met with prospects within a one-on-one setting and utilized other group promotions (e.g., seminars) to drive brand awareness.

●Monitored daily activities to ensure compliance with state and federal regulatory agencies. Enforced company policies and procedures (SOPs) were also adhered to.

●Grew business to $3M in annual revenue with 10%+ YOY growth.

FINANCIAL ADVISOR UBS Financial Services, Inc. 05/2003 - 02/2008

FINANCIAL ADVISOR Prudential Securities, Inc. 04/1999 - 05/2003

●Increased investment accounts and administered established client accounts with values ranging from a few thousand up to nearly $1M. Grew investment volumes and secured profitable relationships with account holders.

●Maintained client portfolios, including the opening and closing of accounts. Initiated asset acquisitions, transfers, and selloffs to take advantage of investment opportunities and further meet the client’s investment needs.

●Focused on established clients and new business often generated from existing clients and referral channels. Networked with prospects/clients and built rapport that fostered on-going business relationships for a pipeline of continuous YOY revenue growth.

●Identified the customer’s risk tolerance and adjusted investment strategies accordingly. Developed a multimillion-dollar sales pipeline and recognized for the highest success rate with new accounts.

●Oversaw compliance with regulatory agencies such as FINRA, SEC, FTC, and NASD. Complied with customer requests to close accounts or adjust financial positions within certain investment categories.

EDUCATION

B.S., BUSINESS FINANCE & MANAGEMENT (MINOR: MARKETING)

Kelley School of Business at Indiana University, Bloomington, IN

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