Charles Maxwell Email & Phone Number
@crossmark.com
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Who is Charles Maxwell? Overview
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Charles Maxwell is listed as Engagement Manager at CROSSMARK, a with 10 employees, based in Kensington, Maryland, United States. AeroLeads shows a work email signal at crossmark.com and a matched LinkedIn profile for Charles Maxwell.
Charles Maxwell previously worked as Security Consultant at Ackerman Security and Senior Account Executive, Reliable at Reliable.
Email format at CROSSMARK
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AeroLeads found 1 current-domain work email signal for Charles Maxwell. Compare company email patterns before reaching out.
About Charles Maxwell
Charles is a results oriented professional with an entrepreneurial spirit and 18 years in the finance and investment management industry. He has extensive sales, marketing and project management experience within the field. He takes a hands-on approach to business where he is always looking for new opportunities within any given industry. He thrives in deadline driven pressure filled environments.Charles spent 6 years with Waterhouse Securities, Inc. (now TD Ameritrade) where he was instrumental in the opening and management of the company’s 200th branch office. It was during this period where he grew his ability to think quickly and act fast in the height of the crazed internet driven stock market boom. Since then he has grown his knowledge in the finance industry through project management, operations, and sales while working in venture capital and hedge funds. Charles most recent position in finance was with Financial Advantage Associates, Inc. where he grew his investment business to 17 million dollars while structuring not-for- profit executive deferred compensation plans.Specialties: Not for profit executive deferred compensation plans. Brokerage firm operations and managementSecurities licencese held:Series 4,7, 8, 28, 63, 65
Listed skills include Investments, Strategic Financial Planning, New Business Development, Securities, and 7 others.
Charles Maxwell's current company
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Charles Maxwell work experience
A career timeline built from the work history available for this profile.
Security Consultant
Ackerman Security Systems, has been selling Real Security - custom-designed security systems and a company-owned, local, state-of-the-art central monitoring station in the company's Atlanta headquarters since 1967. Now we're in the Washington, DC metro area.
Senior Account Executive, Reliable
Business is electronic discovery, document and data integration.•Attention to detail in a fast-paced deadline driven sales environment.•Established and maintained relationships with partners and other key contacts within local law firms.•Won sales contest for most appointments in 3 month period.•Successfully brought in 30 new clients in the first 7 months on the job.•Created and executed new marketing plan for not-for-profit, trade and professional associations while Reliable’s current target markets suffered due to current economic conditions. •Secured relationships with 5 new not-for-profit organizations within 3 months.•Negotiate contracts and quotes
Consultant/Financial Advisor
•Business is financial planning and management.•Created and implemented successful marketing and sales plan for not-for-profit executives and executive level staff.•Successfully closed 11 million dollar asset management transaction within first year.•Developed strategic alliances to further penetrate the not-for-profit market place.•Worked with not for profit trade and professional associations to assist them with generating additional revenue sources outside of traditional member dues.•Raised 17 million in investable assets in only two years.•Formed not-for-profit networking group.•Completed life and health licensing exam
Principal
•Business is investment management.•Completed extensive research of various high income generating products, such as bonds, preferred stocks, oil and gas partnerships and exchange traded funds.•Provided clients with better than average yields than traditional mutual fund managers and separate account managers. •Helped create offerings reports for marketing purposes.•Recruited a high qualified mortgage broker to manage the mortgage brokerage operation of WSC Holdings Inc.•Responsible for all supervision of options trading within the firm.•Helped launch the Bethesda Business Roundtable Business Network Intl. (BNI) group.•Successfully completed Series 65 and Series 4 licenses.
Colleagues at CROSSMARK
Other employees you can reach at crossmark.com. View company contacts for 10 employees →
Amanda Goorum
Colleague at CrossmarkPowderly, Texas, United States
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KH
Kelly Holloway
Colleague at CrossmarkJackson, Ohio, United States
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KM
Kristy Mcneal
Colleague at CrossmarkSoddy-Daisy, Tennessee, United States
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SP
Shelby Pinkston
Colleague at CrossmarkAbingdon, Virginia, United States
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JL
Jan Lee
Colleague at CrossmarkMinneapolis, Minnesota, United States
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TM
Troy Mitchell
Colleague at CrossmarkSan Antonio, Texas, United States
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AM
Andy Marrone
Colleague at CrossmarkCastle Rock, Colorado, United States
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WF
Wilhemenia Farrow
Colleague at CrossmarkDurham, North Carolina, United States
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JJ
Jaleesa Jackson
Colleague at CrossmarkLiberty, Texas, United States
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SS
Savalis Stewart
Colleague at CrossmarkLewisville, Texas, United States
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Frequently asked questions about Charles Maxwell
Quick answers generated from the profile data available on this page.
What company does Charles Maxwell work for?
Charles Maxwell works for CROSSMARK.
What is Charles Maxwell's role at CROSSMARK?
Charles Maxwell is listed as Engagement Manager at CROSSMARK.
What is Charles Maxwell's email address?
AeroLeads has found 1 work email signal at @crossmark.com for Charles Maxwell at CROSSMARK.
Where is Charles Maxwell based?
Charles Maxwell is based in Kensington, Maryland, United States while working with CROSSMARK.
What companies has Charles Maxwell worked for?
Charles Maxwell has worked for Crossmark, Ackerman Security, Reliable, Financial Advantage Associates, Inc., and Washington Securities Corporation.
Who are Charles Maxwell's colleagues at CROSSMARK?
Charles Maxwell's colleagues at CROSSMARK include Amanda Goorum, Kelly Holloway, Kristy Mcneal, Shelby Pinkston, and Jan Lee.
How can I contact Charles Maxwell?
You can use AeroLeads to view verified contact signals for Charles Maxwell at CROSSMARK, including work email, phone, and LinkedIn data when available.
What skills is Charles Maxwell known for?
Charles Maxwell is listed with skills including Investments, Strategic Financial Planning, New Business Development, Securities, Portfolio Management, Finra, Retirement Planning, and Mutual Funds.
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