Tyler McAfee
Atlanta,GA
Summary
Outgoing and personable professional with experience in the financial services industry and beyond. Skilled in finding creative solutions to problems, developing relationships and managing projects. Seeking a career change where I can use my skills to help your organization reach and exceed its goals. Focused on joining a team for the long-term with opportunities for growth based on my performance. Detail oriented, extremely hardworking and determined.
Business development professional with proven track record in driving growth and fostering strong client relationships. Known for strategic thinking, effective communication, and strong focus on team collaboration to achieve results. Skilled in market analysis, negotiation, and partnership development, with flexible approach to meet changing needs. Trusted for reliability and consistently delivering on objectives.
Overview
18
18
years of professional experience
Work History
Director Business Development
Centaurus Financial
Atlanta, GA
01.2023 - Current
- Centaurus is an independent broker dealer headquartered in Anaheim, CA. I worked in a satellite corporate office in Atlanta, GA
- Started as an escalation contact for operations, as well as assisting with transitioning reps and technology support.
- After two years as Assistant Vice President of East Coast Operations, was moved to lead our Business Development team based upon reviews from our independent representatives.
- As director of business development, I implemented new procedures which streamlined the onboarding of registered representatives. We outperformed 2024 (by T12 GDC reported numbers) four times over.
Core Account Executive
OxBlue Corporation
Atlanta, GA
07.2022 - 12.2022
- OxBlue specializes in construction camera services for real-time project visibility and security monitoring.
Business Development Representative and Strategic Partner Consultant
Vonage Communications
Atlanta, GA
09.2017 - 09.2021
- I began with Vonage as a Business Development Representative involved in the early stages of the business communications sales process which included cold calling unqualified leads and converting such into prospects to be referred to sales consultants for further discovery.
- After performing well and training new BDRs, I was quickly promoted to serve as a Strategic Partner Consultant for a new division dedicated to strengthening relationships with existing large customers throughout the U.S. This included participating in workshops at conventions around the country.
- Reason for leaving – Division moved outside the U.S. in preparation of the Ericsson merger
Financial Solutions Advisor
Merrill Edge
Jacksonville, FL
12.2015 - 06.2016
- This was an incoming service/sales call center role where I assisted clients with service issues. Service calls would transition to sales calls after confirming suitability information, obtaining information related to outside assets, etc.
- After committing a substantial amount of time to this profession, I realized financial services sales was not for me.
- Reason for leaving – Resigned
Operations Specialist / Margin Analyst / Registered Representative / Investment Advisor Representative
J.P. Turner & Company, LLC
Atlanta, GA
05.2008 - 10.2015
- From 2008 to 2014, I worked as an Operations Specialist assisting independent representatives throughout the U.S. with brokerage operations tasks/inquiries while acting as a liaison between these representatives and our various clearing firms.
- As my knowledge grew, I became a subject matter expert on many brokerage operations functions. My focus would always remain on strengthening relationships with independent representatives.
- I eventually was encouraged by upper management to transition to sales. I obtained the necessary licensing, joined the corporate owned sales branch in May 2014 and acted as a Registered Representative/Investment Advisor Representative until the firm was bought out and dissolved.
- Reason for leaving – Company bought out and dissolved
Skills
- Highly motivated
- Strong ability and desire to learn
- Strong written and verbal communication skills
- Excellent problem-solving skills
- FINRA Series 7,63,66, 24
- Partnership development
- Relationship building
- Business development and planning
Timeline
Director Business Development
Centaurus Financial
01.2023 - Current
Core Account Executive
OxBlue Corporation
07.2022 - 12.2022
Business Development Representative and Strategic Partner Consultant
Vonage Communications
09.2017 - 09.2021
Financial Solutions Advisor
Merrill Edge
12.2015 - 06.2016
Operations Specialist / Margin Analyst / Registered Representative / Investment Advisor Representative
J.P. Turner & Company, LLC
05.2008 - 10.2015