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Johnny Elder is a Financial Advisor for Morgan Stanley in Columbus and Atlanta. I hold Series 7 and 66 Licenses, and am currently licensed in Georgia, Alabama, Florida and Virginia. I am a graduate of Mercer University and the University of Georgia with a bachelor’s degree in marketing communications and a master’s degree in public relations. My practice is built on trust and relationships to make the client experience exceptional. That means when you work with me, you are working with a friend who listens, understands, executes and communicates. This begins with the first meeting when I get to know who you are with a focus on what your challenges and goals are. From there, a comprehensive financial plan is created and implemented, with monthly contact to review progress. Four of these contacts will be deep dive reviews and two are in-person.My areas of focus are helping plan for retirement, wealth preservation, and creating a plan to address life’s various financial needs. I enjoy helping clients regardless of where they are on their financial journey, from young professionals to clients enjoying their retirement.
Morgan Stanley
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Financial AdvisorMorgan Stanley Feb 2021 - Present- Work with clients to meet short-term and long-term financial goals- Heavily focus on financial planning and implementation- Client service model revolves around monthly contact, regular financial plan reviews, and rapid response to questions- Focus is on retirement planning, wealth preservation and addressing life's various financial needs© 2021 Morgan Stanley Smith Barney LLC (‘MSSB’), member SIPC (www.sipc.org), reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. MSSB will not accept purchase or sale orders via LinkedIn or its messaging systems. MSSB is not responsible for content posted by third-parties. MSSB does not provide tax or legal service – please consult a tax advisor. Statements and messages are for US residents only and subject to the following terms: http://www.morganstanley.com/disclaimers/mswm-email.html
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Senior Account ExecutiveSamsara Feb 2020 - Nov 2020San Francisco, California, Us- Successfully consulted with Construction, Logistics, Field Services, and Passenger Transit industry to identify vehicle/asset tracking and safety needs and propose appropriate solution- Manages complex sales cycle consisting of prospecting cold calls, product demonstrations, contract negotiation, post-customer implementation and on-going training and support- Recognized for highest outbound prospecting activity for all Senior Account Executives for two consecutive quarters -
Account ManagerStratosphere Quality Nov 2015 - Feb 2020Fishers, In, Us- Successfully consulted with OEM, Tier-1, and Tier-2 manufacturers throughout Georgia and North Florida to identify quality assurance issues and impose immediate corrective action/containment activities- Managed remote operations team of over 100 staff across territory- Significantly exceeded monthly sales targets for new customer acquisition, customer retention, daily utilization and revenue; average utilization quota attainment of 101.64% for 51 months (beginning of carrying quota)- Drove billings of $17+ M and $16.5+ M collections throughout tenure- Responsible for initiating, negotiating and managing national project for 2 golf car manufacturers – software update to 117,055 battery chargers across 1,645 golf courses in all 48 continental US states and warranty/recall support throughout the US and Canada; current revenue generated is $1.74 M as of March 2019- Led all customer communications related to pricing/contract negotiations, billing, reporting, customer service and performance- Coordinated and conducted 2,305 new and current customer meetings on-site with key decision makers and executive leadership- Effectively communicated with customers across US, Canada, Mexico, Germany, China and Japan- Initiated contact with manufacturing customers and develops relationships to generate referrals for new business opportunity; recognized for having highest number of new customer locations in 2019 (39 new customers)- Recognized for monthly utilization exceeding 100 operations staff working every day of March 2017 (first in territory history); exceeded record in November in November 2017 -
Account ExecutiveAccruent Sep 2013 - Oct 2015Austin, Tx, Us- Actively engaged in five-month extensive software training including support, account management, customer retention and sales- Successfully consult with colleges, government and public sector clients to correctly identify revenue loss and propose appropriate solutions to drive business growth - Productively manage a territory consisting of 12 states throughout the Southeast, traveling frequently for current and prospect account meetings- Act as a liaison between client and staff members for roadmap functionality, resolving issues and performing in-depth product demonstrations- Effectively manage all active accounts within the Southeast territory, renewing all accounts by increasing client productivity, efficiency and revenue- Complete extensive ROI and business case analysis for colleges, government and public sector clients to aid in securing funding- Actively participate in market analysis to determine general client needs and competitive positioning -
Account Executive - OutsideGroupon Mar 2012 - Aug 2013Chicago, Il, Us- Increased Groupon's brand awareness throughout the Victoria, British Columbia and Atlanta, Georgia territories - Promoted local and regional businesses to their target markets- Encouraged small businesses to refine and hone their competitive advantages- Initially provided active leadership and peer mentoring in a team of four- Provided primary focus and leadership on expanding the greater Vancouver Island and Atlanta markets - Established interpersonal connections with local business owners through social media networking- Exceeded sales targets for six consecutive months averaging 159% through strategic business partnerships- Promoted to Account Executive in 8 months and Outside Account Executive within 1 year -
Retail Sales Manager IiAt&T Mobility Jul 2011 - Mar 2012Dallas, Tx, Us- Oversaw the daily operation of level II retail store (promotion from level I store in one month)- Supervised 15 store employees including hiring, coaching, development, and discipline- Aligned sales performance and operating criteria with strategic company initiatives- Communicated across departments of AT&T, enhancing customer experience - Engaged local small business community to build relationships, growing customer base - Recognized for customer retention by exceeding wireless sales goal by 133% for November- Exceeded home services sales goal by 197% in January by strategically developing sales reps -
Retail Leadership Development ProgramAt&T Mobility Jan 2011 - Jul 2011Dallas, Tx, Us- Engaged in six-month extensive leadership development training - Analyzed retail store metrics for completion of store operations review- Trained on daily retail store operations, including coaching and development of team members- Implemented classroom training during six week store rotation in the South Florida market- Managed Level 3 South Florida retail store ranked in the top 5% nationally- Increased retail store metrics in key area of the customer experience by 10%- Completed Director's Store Visit checklist with 90/100; improvement of 14% in two weeks -
Public Relations InternJackson Spalding Jan 2010 - Dec 2010Atlanta, Ga, Us- Accounts included Orkin, Georgia Transmission, Skanska, Balentine and the Boy Scouts- Conducted media outreach with press releases, media advisories, and pitching stories- Social media campaigns using blogs, Twitter, Facebook, and Flickr- Secured interviews for clients in television, radio, and newspaper, including the AJC- Wrote byline articles for trade publications- Author for 11 articles for Gwinnett Daily Post's Sunday edition; coverage of more than 100,000- Crisis communications research- Corporate Social Reponsibility- Assisted with new business proposal research -
Corporate Public Relations InternMs&L Worldwide Jun 2009 - Aug 2009Us- Accounts included McDonalds, Randstad, Equifax, UPS, & Atlanta Police Foundation - Conducted media audits for healthcare industry and client research - Created media lists and client coverage reports- Worked event management for McDonalds event, handled administrative duties- Secured interviews for clients in television, newspaper, and trade publications, including the AJC- Participated in brainstorm sessions for branding, product launches, and special events planning- Created storyboard, filmed, and edited end-of-internship video for future intern programs -
Orientation Leadership TeamMercer University Mar 2008 - Aug 2008Macon, Georgia, UsPlanned and coordinated all orientation events with $75,000 budgetProvided extensive training to over 55 Peer Advisors -
Student Admission TeamMercer University 2005 - 2008Macon, Georgia, Us- Featured as interactive tour guide for Admissions website- Assisted prospective students with admissions process- Handled administrative duties, such as answering the telephone and data entry of student information- Helped coordinate scholarship competitions, Mercer Overnights, Showcase Saturday- Requested for special tours for university president's guests- Was promoted from Special Events Team to Student Admission Team
Johnny Elder Skills
Johnny Elder Education Details
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The University Of GeorgiaPublic Relations -
Mercer UniversityIntegrated Marketing Communication
Frequently Asked Questions about Johnny Elder
What company does Johnny Elder work for?
Johnny Elder works for Morgan Stanley
What is Johnny Elder's role at the current company?
Johnny Elder's current role is Financial Advisor at Morgan Stanley.
What is Johnny Elder's email address?
Johnny Elder's email address is jo****@****ail.com
What is Johnny Elder's direct phone number?
Johnny Elder's direct phone number is +170632*****
What schools did Johnny Elder attend?
Johnny Elder attended The University Of Georgia, Mercer University.
What skills is Johnny Elder known for?
Johnny Elder has skills like Social Media, Account Management, Salesforce.com, Cold Calling, Editing, Public Relations, Microsoft Office, Sales, Lead Generation, Blogging, Powerpoint, Microsoft Excel.
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