Mike Mcdonald Email & Phone Number

Greater Tampa Bay Area

I look for the best salespeople in the country and find them what I believe to be the best sales opportunities in the country.

Remote

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Maitland, Florida

- Personally prospected for, engaged and obtained high net worth clients. Typically with investable assets ranging from $250k to $3 million.- Identified, hired, trained, financed and managed a sales team of 8 people under me.- Engaged centers of influence to aid in the growth of my business.- Recommend products across a wide spectrum of finance. Including stocks, bonds, REITS, mutual funds and callable CDs.- Direct clients to other departments for mortgage and lending needs.- Along with daily client servicing needs, I also assist with accumulation, preservation and transfer of personal wealth.- Familiar with investments in foreign currency and conversions.- Familiar and comfortable with speaking at public seminars.

- Prospected for, obtained and managed accounts for high net worth clients.- Conducted financial needs analysis and then recommended appropriate solutions.- Educated and sold clients products including stocks, bonds, mutual funds, REITS and private equity deals.- Always exceeded sales targets both in new accounts and production.- Communicated effectively, both orally and in writing. Proper etiquette—clear, concise and accurate.- Mentored rookie Financial Advisors via weekly conference calls and tracking forms focused on achieving our regional priorities and goals.- Reported directly to the National Sales Manager and the CEO.

Dr. Phillips, Florida

- Managed and trained an office of 12 producing reps and another 5 staff members. Reps ranged from 2 year vets up to 30 year vets.- Created, monitored and reviewed sales goals on a branch level.- Top producer in the office.- Worked well with both producers and staff to try and achieve branch goals and company initiatives on a national basis.- Identified the needs of clients through effective questioning and listening techniques.

Maitland, Florida

- Hired, trained and managed an office of 21 licensed reps and 4 office staff.- Won multiple awards for producer of the year, manager of the year and region of the year on a national basis.- Consistently pushed new standards not only for personal achievement, but for branch and region achievement as well.- Instructed other managers across the country on hiring practices, training and evaluation procedures.- Trained, established sales goals and monitored employees across the state.- Reported directly to the President and CEO.