Richard Carr in Joliet, IL | Joliet Junior College - Deutsche Bank

Richard Carr

Male

My career in the investment industry started on the Financial Advisor side of the business at Merrill Lynch. After a successful years I was recruited to join a large team in my home town working with Raymond James. After gaining extensive experience in the Wire-House and Independent firms I moved to Deutsche Asset Wealth Management as an Internal Wholesaler. I was given the unique opportunity within Deutsche to cover cross channel investment firms working with Independent, Wire-House firms and RIAs. In I moved to Zacks Investment Management as a Regional Vice President covering Southern California, Nevada and Hawaii. Specialized Skills Summary Wire-House Firms k DCIO Field Meetings Series , Independent Firms Mutual Funds Conference exp. Salesforce exp. RIA ETFs Portfolio Construction MorningstarZeph Previous Professional Experience Regional Sales Consultant - Deutsche Asset Wealth Management (Present) Primary Territory Independent, RIA Wire House Southern Cal, Las Vegas Hawaii Secondary Territory Independent RIA IL, MO, NE, IA. External field experience over territory meetings, conferences and client events. Creation of combination fund sales idea to drive additional business. Planning and execution of Road-Shows and roundtables with between - advisor. Average production numbers Advisor Conversations per day with minutes of daily talk time. Financial Advisor Raymond James ( ) Investment focuses of portfolio construction, asset allocation, k, DCIO, Stock selection. ETFs, Options, Bonds, Municipals, Annuities, Long-Term Care, and Structured Products. . Financial Advisor - Merrill Lynch ( ) Completion of the Path Of Achievement Program (POA). Totaling million in assets million fee based. Specialties Territory Optimization Expanding Firm Penetration, Advisors Partnerships, and increasing product market share within our partners product line-up. Portfolio Strategies Alternative Fixed Income Municipal Structured Product k DCIO Outside Wholesale Experiences National Conferences One on One Advisor Meetings Please feel welcome to contact me to connect and learn more about my professional profile. read more ...