Jeff Mcelroy Email & Phone Number

Tulsa, Ok, Us

Identified and pursued unique business opportunity to create a niche professional services company, leveraging the talents of a three-person team to launch and build a company from the ground up, growing gross sales from $0 to $120M in less than 6 years. Defined value proposition of providing independent homebuilders and local suppliers with traditional buying group benefits including elimination of cost redundancies, improvement in process efficiencies, and significant gains in profitability. Researched, identified, and targeted relationships with independent homebuilders, local suppliers, and national manufacturers, structuring and securing multi-year sourcing and purchasing agreements to add value to each member's supply chain. Instrumental in the development of the business and sales infrastructure, company policies and procedures, and overarching philosophy of the business.

Wichita, Kansas, Us

I developed and managed a portfolio of institutional and high net worth clients. This included building relationships with key members of boards of directors and persons of influence to develop investment policies, asset management strategies, as well as ongoing advisory services. I also worked with companies to develop the proper retirement planning methods and key employee retention methods.My role also entailed working with non-profit and other organizations where as a CFP I worked in a fiduciary capacity to help them develop and achieve goals which ultimately impacted those for which the organization was meant to help.

Us

Constructed attractive client base through sound business development strategies. Worked with clients in both in the institutional and high net worth areas to help them achieve goals and objectives through sound financial planning principles, investment policy development, and ongoing advisory services to ensure achievement of those goals.

New York, Ny, Us

Developed and managed profitable portfolio of relationships including corporate, non-profit, and high net worth clients. Worked with clients to develop plans and policies based on goals and implemented strategies to meet stated goals and objectives.

Bachelor Of Business Administration (Bba), Finance

Finance And Financial Management Services