Gerry Rainbolt

• Lead highest volume unit in 27-unit area since April 2023, delivering largest total profit produced in over a year by reducing food costs and wisely managing payroll, coaching team to top performance • Promoted to progressively higher volume units, consistently hitting sales goals with first unit, and for second unit, increased sales by 5% during challenging economic period and profits by 10%+ over last 3 months

* Developed and grew the business from scratch by converting referrals and actively prospecting for new clients * Opened 250 accounts totaling over $17,600,000 in Assets Under Management within 2 years *Communicated complex financial information to clients in a simple, easy-to-understand fashion through analogies and stories * Built trust and personal relationships with clients with strong interpersonal communication skills, resulting in many clients becoming good friends

* Built and managed more than 175 accounts totaling more than $4,500,000 Assets Under Management, for client groups such as Mobile County Public Schools, City of Orange Beach, and United Cerebral Palsy of Mobile * Prospected groups seeking to enroll eligible employees in retirement plans * Provided excellent face-to-face service by visiting group locations each month

* Managed over 800 accounts totaling more than $70,000,000 in Assets Under Management * Invited, accepted and purchased substantial Limited Partnership * Built, developed and grew the business from scratch by actively prospecting local area, primarily knocking on doors * Fostered trust and personal relationships with clients through strong interpersonal communication skills, resulting in many clients becoming good personal friends * Communicated complex financial information to clients in a simple, easy-to-understand fashion through analogies and stories * Strong analytical personality which supported assessment of clients’ needs and objectives in order to provide comprehensive, appropriate advice to achieve short and long term goals * Strong analytical personality also provided logical and critical thinking, deductive reasoning, ability to interpret and analyze data and problem solve

* Oversaw operations for 125,000 SF retail store with $32,000,000 Annual Sales Volume, $6,000,000 Annual Expense Budget, and 240 Employees * Managed all facets of the store, emphasizing merchandising, sales training and store sales * Grew sales and profits by double digits year over year all four years * Developed employees by cultivating each individual’s talents, motivating them to channel those talents into productivity