Michael Carmody Email & Phone Number

Registered Representative of The Leaders Group, Inc. Member FINRA/SIPC

• Developed Salesforce Dashboard to show case and report on annuity specialists’ activity
• Advised on best practices and standards for activity for annuity organization
• Developed and implemented referral process across partner organizations (RMs, BDOs, etc.)
• Created SharePoint for Schwab Annuities team that is utilized by all annuity specialist daily
• Created SharePoint for Annuity Managers allowing for collaboration and document storage
• Developed a training program to implement in RIAs practices/organizations

Denver, Colorado, United States

• Developed a process for Annuity Concierge inbox to be more efficient and organized
• Created a training document for new hires when onboarding specific to RIAs
• Created a team process for follow up tasks to help track opportunities in Salesforce reports
• Collaborated on a marketing piece to explain data feeds to RIAs and steps to accomplish this
• Developing a pre-application form for RIAs to streamline input of client information into Firelight
• Improving Salesforce dashboard for enhanced reporting on activities and opportunities

Mid-Atlantic

• Produced 30% roll of funds back into Black Creek products
• Achieved Black Creek Industrial IV ‘roll goal’ for territory in one quarter
• Actively made a minimum of 125 calls per week while running meetings
• Worked directly with marketing for storyline and business development pieces
• Partnership with peers for events to drive deeper relationships with advisors and new capital raise
• Utilized DST reports to effectively prospect reoccurring producers and direct to Black Creek solutions

Denver

• Managed 130-Million-dollar territory in gross production
• Produced a 45% roll of funds back into Black Creek products
• Achieved Industrial Property Trust ‘roll goal’ in one quarter
• Utilized Broker-dealer reports to focus on best opportunities in territory
• Top 3 annually in outbound calling activity
• Finalist for advisor-wholesaler role play competition amongst internal wholesalers

Nashville

• Managed a 130 Million dollar territory in gross production
• Improved variable territory from an 80% run rate to a 135% run rate in one year
• Maintained a 40% or above market share in variable territory in 2014
• Hit Elite Access goal for the year by the end of Q3 2014
• Achieved Internal wholesaler of the quarter for Q2 2014
• Mentored individuals in various work related aspects

Denver

• Managed a 60 Million dollar territory in gross production
• Ranked first in fixed and indexed sales for the company in 2012
• Obtained Elite Access goal for the year in the first month in Jan 2013
• Invited to Regional meeting to discuss success of territory Q2 2013
• Number one in Elite Access sales for a fixed wholesaler in November 2013
• Made up 32% of divisions Curian Select sales production