Gerry Wallace131 Park Place Circle / Lexington, SC 29072

| (703) 615-4341linkedin/gwallace1

Award Winning Business and National Account Development,
Operations, Sales and Financial ServicesLeader

Accomplished Leading Successful Startups and Turnaround Challenges

Proven record of delivering consistent growth & profit, and leading successful IPO’s, acquisitions, business sales, and a rapid $30 million turnaround

Highlights

Distinction as the only two-time recipient of International President’s Award as Top Producer in company (AON), doubling first-year district sales, increasing targeted objectives 300% and growing revenue over 600% in 6years ($4.5-32+ million)

Grew startup(as FirstLook) to INC 500’s #4 Fastest Growing Software Companyin 2008, ranking #51 overall.In 2014 ranked INC 500’s #3 Fastest Growing Software Company(as MaxDigital)

Awarded top producer status in multimillion-dollar sales arena

Grew to 1,656 national accounts, including BMW (2001-17)

Achieved 10-year cumulative 99.6% CSI rating

Won company’s Iron Man Award for receiving the most “Hustle and Impact” Quarterly Awards in company history

Turned around anunprofitable auto dealership on the verge of closing to $30 million in value and awards for service in just 18months.In addition, set a 30-year sales record for the Service department using consultative sales of $5.4 million/year @110% absorption of all fixed expenses

In current position achieved nearly 100%in Customer Satisfaction Index (CSI) scoresin a fast-paced environment with an INC 500-listed company. Increased CSI by 12 points,and reduced variable expenses 15% in prior position

Launched and led a successful dual-prong startup serving Business Development and Financial Services.Delivered built-in flexibility leading to generating client wealth. Developed wealth-building roadmaps

Delivered the largest sales volume in the Toyota Mid-Atlantic region within three months

Developed, rolled out and delivered award-winning motivational presentations and training seminars for the National Automotive Dealers Association’s annual convention and other events

Leadership Character

A leader with a passion for excellence and a reputation for bringing out the best in people whether upstream or downstream, and finding and capturing overlooked opportunities

During college convinced a bank to team up and go in as co-investor in a farming business

Additional Accomplishments

Selected to write a comprehensive variable operations training manual for theAll Star group

Mentored and trained scores of people throughout the U.S. both internally and externally, still ongoing with own company

Created and implemented anInventory Management System to track turns, days to sell, and ROI for stocking

Designed and implemented merit-based client manager compensation plans that give rewards for meeting or exceeding client goals and increasing market penetration

Led all Human Resources functions for a regional auto group of 14 franchises, including hiring, training and motivating a diverse team of Service Advisors, Financial Managers, Technicians, Sales Managers, and staff

Designed and implemented performance improvements for vehicle inspection and work-flow processes

Increased CSI standards over 15 points while increasing units per repair order 20%

Ensured adherence to all franchise, state, and federal regulations

Analyzed and established domestic, controllednon-controlled foreign corporations for reinsurance

Implemented group training and certification programs.

Career History

Meridian Business Development Financial Services | Symmetry Financial Group -

Columbia, SC2017 - Current

Owner / Broker / Agent

Ownerof Meridian Business Development Consultancy

 Providing independent full-service analysis, of automotive sales and/or service operations

Agent Broker for Symmetry Financial Group, Financial Services

Providing financial security to business and families

FirstLook / Max Digital, LLC - Chicago, Illinois2001 - 2017

Vice President, National Account Development

Copeland Toyota Volvo - Hampton, Virginia1999 - 2001

General Manager

 65 employees

Pat Ryan & Associates/Resource Group/AON - Norfolk, Virginia1991 - 1999

Area Manager

8 District Managers across 6 states

District/Area Manager

Previous Experience

Casey Automotive Group,Newport News, Virginia

Personnel/Training Manager

Service Director

Kline Toyota, Vienna, Virginia

Director of Finance

Education & Development

Bachelor of Business Administration and Economics

East Carolina University, Greenville, NC

Areas of Accomplishment & Skill

Account Manager Supervision & Training / Analytics
Area-Regional-District Management / Award-Winning Motivational Presentations and Training Seminars
Best Practices / Customer Retention
Customer Service Training / Department Management
Ecommerce Products / HR Management
Integrated Professional Services (SaaS) Consulting and Training / Inventory Management and System Development
Key Performance Indicators / ProcessCustomization
Professional Training, Program Development & Mentoring / Public Speaking & Presentations
Regulatory Compliance / Service Management
Software Solutions / System Integration Product Development

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