Tom Mcelwee Email & Phone Number

Cockeysville, MD, US

Washington D.C. Metro Area

• Director, of Sales Support & Oversight
• Monitor and analyze the effectiveness of existing processes.
• Create and implement strategies to increase productivity and efficiency.
• Strengthen processes and controls by modernizing risk management functions.
• Partner with Managing Director to provide oversight and supervision to the Agency.

Greater Cleveland Area

I know that good planning can impact families for generations. I consider it my personal and professional mission to help people build some financial security and to protect their families and their businesses through insurance products. I work with my clients to evaluate and adjust their financial strategies as their needs change throughout their lives.

- Top 25 sales producer in the first year with the company- Promoted 4 times from Agent to Regional Manager- Opened or lead 3 separate satellite offices to increased production- Ran sales meetings and created classroom training for new agents development- Responsible for recruiting, hiring, licensing, training, and managing over 100 agents

- Managed day to day operation for the Southwest Florida Region- Directly lead and trained 13 support staff through performance management systems- Responsible for Compliance and record keeping for over 20 advisors- Created business tracking to aid with areas of opportunity in increasing production- Also responsible for recruiting, sales support, training.

- Responsible for leading tellers at a retail branch - Increased new account openings for personal and as the Branch Business Banker- Worked closely with Investment team for highly affluent clients- Increased loan purchase with mortgage, home equity and personal loans

Psychology; Business

Education record