Paul Conley

Together Achieving Dreams Foundation

Managing Director 

The Conley Group 

- Built a Men’s Mastermind that has helped 17 individuals launch or transform their businesses
-Coach Executives around excelling in leadership, business planning, and significant personal and business growth
- Lead dynamic team leadership workshops and trainings helping create higher quality results for small and mid sized businesses.

Founder/Coach

7 Figure MSP™

Accountability Coach

Tampa Metropolitan Area YMCA

-Mentor and manage a high-performing team of 130+ people, fostering a collaborative and results-driven work environment.
-Transformed and re-organized key operational pieces that has led to a 22% increase in retention and 37% revenue growth since 2021.
Reimagined and developed financial and board development which has led to an increase of 45% in fundraising since 2019.
Launched a leadership development program that aims to increase retention and redesign organizational training

District Executive Director

YMCA of Greater Cleveland

Executive Director

Continuously take on new responsibilities within 100+ year old Cleveland institution. 
Strategically plan and manage all aspects of youth, adult, and family programming for the 12 branch association.
•	Oversee 12 program departments within the YMCA of Greater Cleveland Association.
•	Manage a budget of over $900,000.

Director of Operations Youth Sports

Continuously took on new responsibilities within 100+ year old Cleveland institution. 
Strategically plan and manage all aspects of youth, adult, and family programming for the 50,000 sq. ft. facility that hosts over 11,000 members.   
•	Boosted revenue by 21% with ~ gross profit margin of 30% over prior year
•	Only director of 12 branches to be ahead of 2015 budget year to date
•	Streamlined new marketing strategies within the department
•	Hired 4 part-time employees who have been promoted to full time positions

Program Director, Athletics

Successfully assisted in management and planning of all aspects of youth, adult, and family programming for the branch and supported the Regional Program Director.
•	Increased program registration by 10% from prior year
•	Helped develop youth sports partnership with Cleveland Cavaliers
•	Implemented new communication system that was modeled throughout 12 locations
•	Successfully hired and trained 3 part time staff

Program Coordinator

JPMorgan Chase

Identified customer needs and worked in a team setting to find the best solution to ensure the customer felt comfortable and understood their financial options.
•	Successfully added and maintained over $1 million of deposits annually  
•	Serviced and simplified client needs that attributed to branch being ranked 1st in customer satisfaction
•	Consistently referred business to licenses specialists

Personal Banker

Start a Side Business Not a Side Hustle

I was on the search for something. 

A group for guys where you could develop friendships, learn from one another, help each other. 

A group where people could share their dreams and put actual action behind them. 

A group where experts from all sorts of fields came together to educate and learn from one another. 

And most importantly, a replacement of traditional networking, where true friendships were made. 

Oh yeah, and by the way the group wasn't stuffy, it was filled with fun and social events. 

There was one little problem in my search though....I couldn't find it.

So, I decided to build it.  

If this sounds like what you have been missing, we invite you to apply on my profile, it will be a decision you'll never forget.

Effectively lead a diverse team of 130+ associates and 100+ volunteers in leading a $2.8M operation. 
•	Led the Tampa market in sales in 2019 and improved sales by 15% YTD.
•	Fundraising of $300K cumulatively and highest fundraising year in 2021. 
•	Increased revenue by 10% in 2019 and improved net margin position by 8% YTD.

Edward Jones

Financial Advisor

The Henry M. Jackson Foundation for the Advancement of Military Medicine

International Accountant

Clark Enterprises, Inc.

Senior Accountant

CohnReznick LLP

Senior Audit Associate

U.S. Army

Personnel Administration Sergeant

Financial Advisor serving individuals who are serious about achieving their long-term financial goals | Army Veteran

Have you found yourself thinking:

 - How to grow and protect your money in the most advantageous way...

 - How to leave a strong financial legacy for your family…

 - How to make your money last in retirement…

 - How to setup the right compensation structure and succession plan for your business…

Perhaps you've never had the chance to find a trusted authority in the retirement planning field.

And perhaps you are too busy to sit down and think about these important aspects of life that may go overlooked.

Well, I'm very proud to say that thanks to the independence I have as a Financial Advisor at Edward Jones Investments, I can help you with things like:

✔Help grow and protect your wealth.

✔How to structure your estate and legacy so your family keeps your money and not the government.

✔Retirement income planning 

✔Compensation packages to attract and retain talent for your business.

Whether you are a business owner, executive, or a W-2 employee, we will solve your problems so you can spend more time doing the things that matter most to you.

If you would like to start the conversation, wherever you are on your financial journey, remote or local, please give me a call at 703-548-1198 or email me at jonathan.olsen@edwardjones.com.
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The Battle

Paul Conley

Jonathan Olsen

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