Ben Engram Email & Phone Number

Atlanta, Georgia, United States

Atlanta Metropolitan Area

I work with a select group of financial advisors who embrace change in a constantly changing world. “The willing, Destiny guides them. The unwilling, Destiny drags them.”Seneca

Athens, Georgia Area

Headquartered in Beachwood, Ohio, Stratos Wealth Partners is an independent, partner-owned and operated financial services firm that works solely to facilitate the success of more than 225 independent financial advisors nationwide. Our firm provides experienced financial advisors with a reliable infrastructure and resources that allow them the flexibility to develop and grow their own businesses. Stratos offers operational, strategic, and revenue-generating resources to advisors who are interested in going independent or are already independent. With more than 50 executive, functional, and support professionals in place, we have assembled a concierge team to assist our advisors in the execution of a full-service solution for their clients. Although independently founded and structured, our firm is pleased to be powered by LPL Financial. This partnership provides advanced technology and communication tools alongside product and service partners that expand and grow every day, allowing us to further enhance the client experience.

Miami/Fort Lauderdale Area, New York

• Direct management and creation of US fixed income sales and trading groups in New York and Miami.• Direct oversight of brokerage and RIA financial advisors in the US.• Responsible for all recruiting efforts, both internal and external.• Spearheaded joint venture with a Canadian broker/dealer and merger with a US brokerage firm, including negotiation, financial analysis, SWOT analysis, profit projections, and budgeting.• Primary point of contact for investment banking partners.• Responsible for US budget and metrics.

Charlotte, North Carolina Area

• Direct oversight of over 40 fixed income professionals in the retail and middle markets spaces in Charlotte and San Diego, serving 12,000 advisors and 750 financial institutions.• Responsible for 200% increase in profit and product adoption rate through technology implementations, system analysis, work flow analysis, desk restructuring, pro-active marketing & sales, and employee & advisor training.• Direct oversight of front office technology & technology implementations.• Formed and led very successful sales team focused on financial institutions.• Created high net worth emphasis on international West Coast banks .• Frequent speaker at advisor events throughout US.• Created / conducted training for financial advisors.• Initiated incorporation of fixed income sales effort into national sales campaign. • Created RPM metrics and quarterly and annual projections.• Worked closely with compliance and legal teams to respond to internal audits and regulatory reviews.

Charlotte, North Carolina Area

• Taxable sales and marketing to Northern California and the Pacific Northwest. • Created sales and marketing materials, including online site design and content, for BAI sales force.• Created and conducted fixed income course for advisors.• Frequently conducted road shows, sales trips, and seminars.• Provided investment strategies and created daily offerings for all taxable fixed income products.• Traded treasuries, agencies, and MBS products.• Created and maintained broker/dealer relationships to facilitate competitive trading environment.

Charlotte, North Carolina Area

Treasury and Agency Fixed Income Trading November 2000 - April 2002• Managed Freddie and Fannie Note marketing and sales.• Traded new issue agency bonds.• Managed reverse inquiry process for institutional and high net worth clients.• Worked as middle markets liaison to institutional treasury and agency desks.• Bid, priced, and marketed secondary agency bonds to retail sales force.Middle Office Trade Support Analyst January 2000 – November 2000• Worked with broker/dealers and back office to reconcile trade breaks and GSCC comparison problems.• Worked with cage to ensure successful Fed wire delivery and receive process.• Reconciled all inventory positions and P&L on a nightly basis.

World Religions

Studies in the history and development of Christianity and its impact on the western tradition, with a double major in French.

Leadership, Wilderness Skills, And Wilderness First Response.

Semester in the Rocky Mountains. Studies in leadership and wilderness skills with emphases on canyoneering, whitewater kayaking, winter.

Master’S Degree, Master Of Arts. Religion And Society.

Studies in Christian theology and philosophy with an emphasis on dialogue in a culturally diverse global society.

Religion And Society

Interdisciplinary studies in religion and social science.

Behavioral Sciences

Coursework in behavioral psychology.

French Studies

Studies in French Language and Culture.