Alix Magner, CFP®

- Sustainable Investing & ESG Portfolio Integration - Retirement Planning - Estate Planning Strategies - LGBT Planning Services - Cash Management © 2025 Morgan Stanley Smith Barney LLC (‘MSSB’), member SIPC (www.sipc.org), reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. MSSB will not accept purchase or sale orders via social network messaging systems. MSSB is not responsible for content posted by third-parties. MSSB does not provide tax or legal service. The information or content made available on this profile does not provide individually tailored investment advice and is not an offer to buy or sell any security or to participate in any investment strategy. MSSB Financial Advisors may only transact business, follow-up with individualized responses, or render personalized investment advice for compensation, in states where they are registered or excluded or exempted from registration. Designations and/or awards are not indicative of a Financial Advisor's past or future performance. No fee is paid in exchange for any award. For important information about any registrations, designation(s) and/or the ranking methodology for any award[s] listed, please see https://advisor.morganstanley.com/alix.magner. The information or content is for US residents only and subject to the following disclosures: http://www.morganstanley.com/disclaimers/mswm-email.html. NMLS#: 2084540

Led sales strategy for one of the leading companies in the bicycle industry.

• Strategic oversight, sales generation and measurement at QBP, the largest cycling products distributor in North America. • Lead team of 55 people within the sales organization. Responsible for domestic sales for Salsa Cycles, Surly Bikes, Foundry Cycles, All-City Cycles and Lazer Helmets through management of a team of regional sales managers, outside sales reps and account managers. • Lead sales operations, including SAP CRM, sales training and events staff. • Strengthened sales team by providing clear direction, increased communication and connecting sales tactics with QBP’s strategy. • Collaborate with QBP’s marketing team to plan and execute annual marketing campaign (including digital and print advertising, social channels, trade shows, co-op advertising and advocacy efforts.)

Strategic oversight, sales generation and measurement at QBP, the largest cycling-products distributor in North America. •Created the Inside Sales function as part of an overall growth strategy at QBP. •Responsible for generating sales through management of a team of 9 Inside Sales Representatives 9 Proprietary brand support staff and 2 Sales Operations staff. •Recruitment and management of Inside Sales staff and creation of in-depth training program for new Inside Sales Representatives. •Lead sales staff to high performance through incentives, mentoring, and team building •Establish metrics, expectations and evaluations and work with sales representatives to achieve goals. •Part of the Sales Leadership team, which develops and leads the strategic growth plan for QBP’s sales.

Led a staff of 60+ in an active technical contact center and directly supervised a team of 6-8 contact center agents. •Managed Call Center operations including workforce management and quality management. •Hired and trained new Customer Service Agents in all company systems. •Monitored and created systems for improving Contact Center metrics, reducing on-hold time and improving customer satisfaction scores. •Worked with Customer Service Leadership team to improve systems, retain employees and create a World Class Customer Service environment.

• Answered dealer’s phone calls to field technical questions and process orders. • Processed new account applications, informed potential business partners of account guidelines and expectations and connected them with potential resources and products within QBP.