Tim Mcafee Jr Email & Phone Number

Alpharetta, Georgia, United States

• Work with engineers, technicians and PM’s to discover the IT needs of our customers. Turn these discussions into a Strategic Technology Overview and use this document to perform Quarterly Business Reviews. • Serve my clients as an escalation point for service and delivery issues, acting as the client’s champion and trusted advisor. • Provide service plan executive and end-user kick-offs for new clients.• Coordinate between different departments to accomplish the needs of my clients.• Communicate and present technical concepts to all levels of staff, from employee to owners.

Atlanta, Ga

I work with business owners and the leadership teams to create VISION, experience TRACTION and form HEALTHY cohesive teams. Essentially, helping leaders and owners get everything they desire out of their business, bringing their people together in an open, honest and transparent way, while making their good company even greater.

Atlanta, Georgia, United States

Joined the company to own their account opening procedures, train new Representatives on the firm’s technology, and oversee technology and cybersecurity. Served as central contact for the firm’s Broker-Dealer, as well as the central point of contact for all technology needs. Created training procedures for newly licensed representatives ; evolving their 1-on-1 training to a process driven training that included reporting on where each new advisor was in the process.Learned the firm’s technology(applications, phone system, server, computers, etc) to be able to not only support when issues arise, but to train the representatives and their teams. Promoted to title “ISL” (Internet Security Lead) within my first 3 months. This included monitoring for cyber threats, reporting status of all agents machines and ensuring the firm was adhering to cybersecurity guidelines. Decreased internal resource consumption by training advisors and their teams, allowing them to more quickly service their clients.Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Securities products and advisory services offered through PAS, member FINRA, SIPC. Registered Principal of The Guardian Life Insurance Company of America (Guardian), New York, NY. PAS is a wholly-owned subsidiary of Guardian. Peachtree Planning is not an affiliate or subsidiary of PAS or Guardian. Guardian, its subsidiaries, agents, and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. Links to external sites are provided for your convenience in locating related information and services. Guardian, its subsidiaries, agents, and employees expressly disclaim any responsibility for and do not maintain, control, recommend, or endorse third-party sites, organizations, products, or services, and make no representation as to the completeness, suitability, or quality thereof.

Brought on by the company to utilize cross functional talents, strategic mindset and promote a client first mentality. Served as the main point of contact for new advisors and led collaboration on utilizing the Sowell platform to enhance their business and better serve their clients. Trained new advisors and their teams on our technologies and introduced our firms’ partners to assist our clients in reaching their long term goals. Managed a team of people to support new advisors and their teams to ensure a smooth transition into the firm through a proven process. This resulted in onboarding an additional $400+ million in Assets under management for the firm. Learned the advisors business to better understand their long term goals and short term needs to create ways the advisors could connect with our internal and external partners to accomplish these goals. Deepened relationships, engagement and processes with third party partners that resulted in more efficient onboardings, alignment of needs and goals and increased opportunities to drive revenue. Decreased internal resource consumption by 100+% through a total reorganization of the transition process. This process better aligned internal and external stakeholders and provided a plan for all future transitions.

Atlanta, Ga

Hired to develop the onboarding strategy and processes to expediently transition new advisors into the organization. Continually evaluate operations and identify efficiency and cost-saving opportunities. Serve as an intermediary between the operations team and leadership/management to align performance with organizational goals. Train new and existing advisors on the company’s technology platforms.Decreased advisor transition time over 100%, improved the customer experience and supported revenue growth by revising and formalizing the onboarding process for new advisors.Played a key role on a product design team that developed, tested and launched a new document handling technology that is projected to deliver monthly cost savings of $30k and efficiency improvements of 300+%.

Greater Atlanta Area

Retained by small businesses to provide technical support such as cloud email migrations and employee technical onboarding. Advised Techlntel Solutions’ CEO on operational best practices.Created troubleshooting documentation for clients’ common technical issues that streamlined service delivery, improved customer satisfaction and led to repeat business and referrals.Enabled a broadband company to reduce operational costs and improve customer responsiveness by transitioning their emailing and archiving to a cloud solution. This improvement also allowed TechIntel to more efficiently onboard and offboard the client’s employees.

Greater Atlanta Area

Led strategy development, sales, marketing and client relations for the start-up of this online business.Created and implemented a social media strategy that increased Facebook engagement 188%.Singlehandedly secured 44 clients within three months by leveraging professional network to gain exposure to decision makers at targeted companies.Established an efficient client onboarding process that reduced training time and enhanced performance.

Atlanta Financial Center 3333 Peachtree Road Ne South Tower, Suite 400A Atlanta,

Based on broad industry experience and knowledge of Salesforce, brought in to oversee all operational aspects of the business to include managing technology improvements, increasing sales efficiency, ensuring white-glove customer service and improving the client experience. Supported five advisors with a team of administrators.Spearheaded a cross-functional initiative to design Salesforce workflow improvements using Salesforce Sandbox, which increased efficiency and created a more synergistic workplace.Through extensive staff training, successfully migrated the company to Salesforce Lightning.Led the transition of network files to a cloud-based system, which increased rep efficiency, improved the client experience and ensured regulatory compliance.

3060 Peachtree Rd Nw, Atlanta, Ga 30305

Promoted to advise the C-Suite executives on opportunities to increase operational efficiency and deliver cost savings to impact the bottom line. Directed cross-functional teams to facilitate company-wide initiatives. Served as a member of the Corporate Risk, Hiring, Compliance and Project Review Committees.Delivered annual cost savings of $400k by influencing the executive team to retire under-productive contracts and then renegotiating current contracts to reflect business needs.Managed a corporate office $1.2 million, 6 month and five phase renovation project that impacted 80 employees, which was completed a month early, $300k under budget and with no disruption to normal business operations.Revamped the company’s data reporting systems and created a dashboard for the C-Suite that improved the quality of data and enabled more informed and accurate decision making.Through the consolidation of direct business data, saved over 1,000 work hours annually.

3060 Peachtree Rd Nw, Atlanta, Ga 30305

Delivered a sales solution that saved the company $120k annually, reduced fines and allowed management to redirect financial resources.Increased onboarding efficiency 45% with the introduction of an improved process.Grew book of business to $2M+ Assets Under Management.