Terry McDonald: in Las Vegas, NV
Terry McDonald
Las Vegas | United States
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Volunteer work/ community involvement
Summary
Activity
Projects
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Work experience
iSelfDirect.com
Sales Manager | 04/2014 - 01/2016
• Built sales floor and process from scratch including script writing, marketing materials design and production, branding, testing, and report building
• Hired and Managed a team of 13 sales reps who catered solely to small business owners
• Went from $0 to $3.75 Million in sales per month at time of exit
• Prospected and developed over 16 new lead sources
• Nurture & develop lead providers by providing exceptional customer service and reporting
CapSource Inc. / USelfDirect.com
Director of Business Development | 06/2011 - 04/2014
• Prospected and developed new lead sources nationwide
• Nurture existing lead providers through providing exceptional customer service and reporting
• Attended and presented at numerous industry seminars and networking events
• Managed sales team of 8 account executives and 11 junior account executives
• Increased average monthly investment dollars from $1.5 million/mo. to over $3.5m at time of exit
• Developed new sales tools that increased close percentages for account executives by over 24%
Diversified Wealth Services
Senior Account Executive | 06/2010 - 06/2011
• Educated investors on alternative investments and self-directed retirement accounts
• Implemented training course for new sales team members – speeding profitability.
• Trained all new sales hires
CM Capital Services Inc.
Investment Associate | 05/2009 - 06/2010
• Led company in new sales for 6 consecutive months
• Educated, sold, and maintained client relationships into real estate investments
• Expanded sales department to include targeting affiliates and referral sources
National Commercial Lending Group
Director of Submissions | 01/2007 - 05/2009
• Expanded loan submissions by 450% during tenure
• Received company’s highest award 2 years in a row
Oak Hill Mortgage
Senior Loan Officer | 05/2005 - 01/2007
• Closed over 110 loans by the age of 22
• Developed and managed a team of 8 producing loan officers
• Received Spotlight Award as Nevada state’s future star of the mortgage industry
Education history
Grand Canyon University
Bachelor of Science | 2013 - 2015
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