Jonathan Mcclellan Email and Phone Number

• Develop reports to highlight areas that need improvement, as well as preform cost analysis to illustrate additional ways we can provide cost savings which resulted in acquisitions, a top 15% finish, exceeding goal by 817%, bringing in over $180 Million YTD, and winning the Fidelity Excellence in Action Award• Manage 50+ clients while working with countless others to oversee their individual bond holdings that typically average between $2 to $5 Million; this ensures their investments stay on track and we retain their business

• Won back to back call of the quarters, finishing in the top 3% of the nation, and being named Product Improvement coordinator (A leadership role that oversees team production)• Developed sales process to help support and guide our clients to the best solution; led to exceeding sales goals by over 180% • Led daily team meetings to shape our outlook for the day and help drive team performance

• Executed between 100-180 dials a day to engage clients while adapting to each situation to help clients devise an investment plan to obtain clients on our retail platform • Applied various sales techniques to drive business which lead to finishing in the top 5% of the nation