Charles Maxwell Email and Phone Number
Charles Maxwell work email
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Charles Maxwell personal email
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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
Crossmark
View- Website:
- crossmark.com
- Employees:
- 10
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Engagement ManagerCrossmark Oct 2018 - PresentLewisville, Texas, Us
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Security ConsultantAckerman Security Oct 2011 - PresentRockville, Md, UsAckerman 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, ReliableReliable Jan 2010 - Oct 2010Philadelphia, Pennsylvania, UsBusiness 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 AdvisorFinancial Advantage Associates, Inc. Dec 2006 - Dec 2009•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
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PrincipalWashington Securities Corporation Sep 2002 - Dec 2006•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.
Charles Maxwell Skills
Frequently Asked Questions about Charles Maxwell
What company does Charles Maxwell work for?
Charles Maxwell works for Crossmark
What is Charles Maxwell's role at the current company?
Charles Maxwell's current role is Engagement Manager at CROSSMARK.
What is Charles Maxwell's email address?
Charles Maxwell's email address is ma****@****ail.com
What skills is Charles Maxwell known for?
Charles Maxwell has skills like Investments, Strategic Financial Planning, New Business Development, Securities, Portfolio Management, Finra, Retirement Planning, Mutual Funds, Asset Managment, Insurance, Asset Allocation.
Who are Charles Maxwell's colleagues?
Charles Maxwell's colleagues are Marie Kennedy, Summer Baucum, Natasha Robinson, Bob Meehan, Tony Servello, Miguel Marrero, Luisa Lanore.
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