Norman McEvoy
Bradenton Beach
Summary
Dynamic wealth advisor with proven expertise in asset acquisition management. Skilled in building and sustaining client relationships while developing tailored financial strategies. Extensive knowledge of market theories, including technical, fundamental, and behavioral analysis. Committed to driving growth and achieving client financial objectives.
Overview
11
11
years of professional experience
1
1
Certification
Work History
Wealth Advisor
Self-employeed
Holmes Beach
06.2022 - Current
- Consulted clients to assess expenses, income, insurance coverage, financial goals, and tax statuses for tailored financial plans.
- Developed customized wealth management strategies aligned with individual client objectives.
- Educated clients on investment options, including stocks, bonds, mutual funds, ETFs, and other securities.
- Investigated new products and services to enhance client portfolios while minimizing costs and mitigating risks.
- Achieved $500,000 in annuity sales within first year.
- Generated $2.5 million in face value life insurance sales.
- Expanded product offerings to include health insurance and Medicare supplements, acquiring 20 new clients during first year.
Vice President of Business Development
CALTON & ASSOCIATES, INC.
Tampa
06.2021 - 05.2022
- Executed cross-selling initiatives to COIs (strategic partners and principals) to drive revenue growth and strengthen partnerships
- Introduced over $1.2M in GDC to IMO and FMO partners
- Presented Advisor Review Committee with over $5.5 million in GDC in the first seven months
- Present pipeline equals $9 million in GDC
- Developed marketing strategy and designed collateral for mail, digital, and print advertising to enhance brand visibility and engagement
- Coordinated and facilitated in-house visits and interviews with candidates to assess qualifications.
- Monitored recruiting activity (daily/monthly/quarterly) and documented results against specific goals and metrics to optimize hiring processes
- Averaged 60-65 outbound calls per day, max day of 120
Adjunct Professor of Finance
MOUNT SAINT JOSEPH'S UNIVERSITY
Cincinnati
08.2020 - 06.2021
- Developed comprehensive undergraduate investment course on venture capital, private equity, investment banking, publicly-traded investments, DCF, three-statement analysis, synergy valuation, and LBOs to prepare students for real-world financial challenges.
- Instructed courses in corporate finance, investments, and investment management to enhance student understanding and application of financial principles.
- Created weekly lectures and section exams, reviewed research papers, and graded to facilitate learning and assess student performance.
Corporate Development and Management Consultant
NORMAN MCEVOY CONSULTING
Cincinnati
01.2017 - 06.2021
- Drafted investment proposals for mergers, divestitures, acquisitions, and advisory services to support decision-making
- Conducted comprehensive research and due diligence on companies, industries, markets, and competitors, both qualitatively and quantitatively
- Collaborated with executive teams to develop and enhance strategic planning processes
- Coordinated integration planning activities to ensure alignment across teams.
Finance Consultant
NORMAN MCEVOY CONSULTING
Cincinnati
01.2017 - 06.2021
- Generated stock and company valuation reports using discounted cash flows, multiples, rebuild/restart, net tangible asset, and capitalized earnings methods to inform investment decisions
- Provided financial support and analysis in partnership with leadership team to develop and execute strategic initiatives
- Analyzed financial data to identify trends and inform client strategies.
- Developed comprehensive financial models to support client decision-making.
- Advised clients on investment opportunities and risk management strategies.
Representative of Xavier University's MBA Program
CREATE ANNUAL VENTURE CAPITAL INVESTMENT MBA COMPETITION
Cincinnati
01.2018 - 12.2018
- Created analytical financial valuation models considering IRR expectations, investment amount, terms, gross revenue, margins, growth rates, and market capitalization to support informed investment decisions
- Developed pitchbook and presentation to summarize findings, draw conclusions, and provide actionable recommendations for stakeholders
- Facilitated competition logistics and coordinated participant registrations.
- Developed promotional materials to attract participants and sponsors.
- Organized event schedules and managed speaker engagements effectively.
1st Place Team - Representing Xavier University's MBA Program
ASSOCIATION FOR CORPORATE GROWTH'S ANNUAL MBA COMPETITION
Cincinnati
01.2018 - 12.2018
- Created analytical financial valuation models including three statement, discounted cash flow (DCF), M&A, optimal capital structure, weighted average cost of capital (WACC), debt capacity, refunding analysis, strategic alternatives, and leveraged buy-out (LBO) to support investment decisions.
- Developed pitchbook and presentation that summarized findings, conclusions, and recommendations to effectively communicate valuation insights to stakeholders.
- Completed day-to-day duties accurately and efficiently.
- Contributed innovative ideas and solutions to enhance team performance and outcomes.
- Worked successfully with diverse group of coworkers to accomplish goals and address issues related to our products and services.
Graduate Fellow
CINTAS INSTITUTE FOR BUSINESS ETHICS AT XAVIER UNIVERSITY
Cincinnati
01.2017 - 12.2018
- Acted as a liaison and ambassador for the business community at Institute-related events.
- Complete a creative expression project titled Cowboy Ethics: What Wall Street Could Learn from the Code of the West - Inspired by the book by the same title written by James P. Owens
- Completed fellowship training in London and Paris to deepen professional expertise.
Financial Planning Consultant
Mutual of Omaha
Tampa
01.2015 - 12.2016
- Conduct detailed analysis in complex client situations to maximize opportunities in planning areas such as executive compensation, tax, retirement, insurance, estate, and education
- Analyze client's financial information; identify client's objectives, risk tolerance, and circumstances to develop a thorough financial plan and to provide investment strategies, tax projections, financial guidance, estate planning, business structuring, buy-sell agreements, and legacy planning
- Design and implement goal-based plans to positively impact clients lives and goals
- Assisted new advisors in client meetings to deliver comprehensive personal financial advice
- Market, build and conduct financial planning presentations to prospects
- Mentored and trained eight advisors in attaining Securities Licenses, growing branch AUM from less than $1M to over $10M, and GDC from $10k to over $150k
Training and Recruitment Specialist
Mutual of Omaha
Tampa
01.2015 - 12.2015
- Achieved first place in three consecutive quarterly recruiting competitions, demonstrating exceptional recruitment skills.
- Received invitation to participate on Field Recruiting Advisory Board, contributing insights to improve recruitment practices.
- Recruit advisors through career fairs, events, referrals, and online sources
- Recruited advisors through career fairs, events, referrals, and online sources, expanding talent pool
- Supervise and train week-long, monthly onboarding classes of up to 10 new advisors
- Supervised and trained monthly onboarding classes of up to 10 new advisors, ensuring effective integration
- Provided feedback and evaluations, coordinated on-the-job training to enhance advisor readiness during year one
Education
Master of Science - Finance
Erivan K. Haub School of Business
Philadelphia, PA01-2020
Master of Business Administration -
Williams College of Business
Cincinnati, OH01-2018
International Business Ethics and Compliance Certificate -
Cintas Institute for Business Ethics
Cincinnati, OH01-2018
Bachelor of Science - Business Administration
Creighton University College of Business
Omaha, NE01-2009
Skills
- Investment strategy
- Portfolio management
- Financial planning
- Risk assessment
- Market analysis
- Client assessment
- Business development
Certification
Chartered Financial Consultant
Timeline
Wealth Advisor
Self-employeed
06.2022 - Current
Vice President of Business Development
CALTON & ASSOCIATES, INC.
06.2021 - 05.2022
Adjunct Professor of Finance
MOUNT SAINT JOSEPH'S UNIVERSITY
08.2020 - 06.2021
Representative of Xavier University's MBA Program
CREATE ANNUAL VENTURE CAPITAL INVESTMENT MBA COMPETITION
01.2018 - 12.2018
1st Place Team - Representing Xavier University's MBA Program
ASSOCIATION FOR CORPORATE GROWTH'S ANNUAL MBA COMPETITION
01.2018 - 12.2018
Corporate Development and Management Consultant
NORMAN MCEVOY CONSULTING
01.2017 - 06.2021
Finance Consultant
NORMAN MCEVOY CONSULTING
01.2017 - 06.2021
Graduate Fellow
CINTAS INSTITUTE FOR BUSINESS ETHICS AT XAVIER UNIVERSITY
01.2017 - 12.2018
Financial Planning Consultant
Mutual of Omaha
01.2015 - 12.2016
Training and Recruitment Specialist
Mutual of Omaha
01.2015 - 12.2015
Master of Science - Finance
Erivan K. Haub School of Business
Master of Business Administration -
Williams College of Business
International Business Ethics and Compliance Certificate -
Cintas Institute for Business Ethics
Bachelor of Science - Business Administration
Creighton University College of Business