Jonathan Bailey, Cfp® Email & Phone Number

Columbus, Ohio, United States

Columbus, Ohio Area

- Provide one-on-one financial coaching to clients, helping them achieve financial goals.- Develop customized financial plans addressing budgeting, debt management, and savings strategies.- Conduct financial literacy workshops and seminars to educate clients on various financial topics.- Monitor client progress and adjust financial plans as needed to ensure continued success.- Collaborate with other financial advisors to provide comprehensive client services.

Columbus, Ohio Area

- Oversee daily office operations, ensuring a smooth and efficient workflow.- Manage administrative staff, providing training and support as needed.- Handle client inquiries and ensure high levels of customer service.- Maintain office supplies and manage vendor relationships.- Assist with financial reporting and budgeting for office expenses.- Implement office policies and procedures to improve efficiency and organization.

Columbus, Ohio Area

Columbus, Oh

Evaluate current telecommunication and data processes in Central Ohio businesses. Provide bottom line enhancing solutions that benefit entities not only now but into the future. I build relationships and seek to provide value in all endeavors.

Northern Virginia, Washington, D.C.

Established sales territory and successfully expanded it. Develop sales call plans and execute creative sales call strategies for each individual customer. Manage incentive plans, target lists, sales resources and budgets. • During the last month of Q2 and first month of Q3 increased the baseline of the lead product, Naprelan by 12%.• Winner of Victory Academic Award (competition within the company).• Successfully grew portfolio of pain medications Naprelan, Rybix ODT, and Dolgic Plus.• Helped with the launch and continued growth of once daily amoxicillin, Moxatag.

Eastern Pennsylvania, New Jersey

Summer Classics is a premier furnishings designer, manufacturer and retailer.• Generated and maintained sales of high end outdoor furniture to specialty retailers, designers, and architects throughout Eastern Pennsylvania and New Jersey. • 2007: The territory did $853,000 in sales with the previous representative.• 2008: Exceeded all sales goals and grew sales 20% to $1,060,000.• 2009: Exceeded all sales goals and grew sales 4% to $1,100,000.• 2010: On pace to exceed goals and grow sales 5 -7%. • Established 18 new accounts in the territory, primarily utilizing cold calling techniques. • Maintained 244 customer accounts, while working closely with 30 sales corporations and numerous designers regarding special sales and promotions. • Most successful client consistently generated over $400,000 in business annually

Montevallo, Al

• Coordinated directly with the sales force to assist in closing accounts.• Managed operations in home office to enable sales team success, such as maintaining consistent inventory levels, managing order process and ensuring customer satisfaction. • Planned and contributed to marketing activities such as trade show events.• Assisted in the development of marketing plans to communicate early-buy promotions on a yearly basis.

Birmingham, Al

• Coordinated with individual bank branches in to plan and schedule appointments with the deposit and loan customers. • Exceeded all quotas for deposit accounts and loan applications.

Certificate Of Financial Planning (Cfp), Financial Planning And Services

B.S. In Business, Management - Michael E. Stephens College Of Business

Activities and Societies: Varsity Basketball 1999-2003, Delta Chi

Education record