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@interactivebrokers.com
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Charlie Latimer, Mba is listed as VP of Business Development (Series 24, 7, 63 & 3) at TradePMR, based in New York City Metropolitan Area, United States, United States. AeroLeads shows a work email signal at interactivebrokers.com, phone signal with area code 973, and a matched LinkedIn profile for Charlie Latimer, Mba.
Charlie Latimer, Mba previously worked as VP of Business Development at Tradepmr and Senior Institutional Sales Representative at Interactive Brokers. Charlie Latimer, Mba holds Mba, Finance from Seton Hall University.
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AeroLeads found 1 current-domain work email signal for Charlie Latimer, Mba. Compare company email patterns before reaching out.
Empowering RIAs with the service and technology essential for delivering best of breed fiduciary services to their clients.With an extensive background financial services, my focus on the RIA industry naturally aligns with my professional journey. Through experiences with various custodians, I recognized a compelling opportunity to liberate advisors from inadequate service and antiquated technology.I’m a proud advocate for TradePMR's groundbreaking vision of what a custodial services provider should represent. The foundation of our approach lies in actively listening to clients and translating their feedback into actionable strategies. This unwavering commitment to responsiveness and client-centric solutions, I believe, sets TradePMR s apart in the industry.I welcome direct communication and can be easily reached via email at clatimer@tradepmr.com, phone at 352-558-2303, or through LinkedIn at www.linkedin.com/in/charlielatimer. Let's connect and explore how TradePMR can elevate your RIA experience.Charlie Latimer is a registered principal of TradePMR. Securities offered through TradePMR, member FINRA/SIPC. Any testimonial posted herein is not necessarily representative of the experience of other customers. Testimonials are not a guarantee of future performance or success. TradePMR does not pay for testimonials.
Listed skills include Financial Services, Investments, Mutual Funds, Wealth Management, and 26 others.
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Gainesville, Florida, US
Empowering RIAs with the service and technology essential for delivering best of breed fiduciary services to their clients.At TradePMR, I work with advisors in the Northeast, from Virginia to Maine. I’m a proud advocate for TradePMR's groundbreaking vision of what a custodial services provider should represent. The foundation of our approach lies in.
Greenwich, Connecticut, US
Senior Institutional Sales RepresentativeReporting directly to the Chairman and CEO, responsible for selling and promoting Interactive Brokers’ value proposition, global custody and execution services with Registered Investment Advisors, Family Offices, Endowments, Money Managers, Hedge Funds, Broker Dealers, Prop Traders and more. Also serve in a.
Centennial, Colorado, US
Led E*TRADE’s national RIA custody sales efforts, including a team of Regional Sales Executives and supporting colleagues. Developed and implemented formal business development plans for the business unit, including KPI’s, goals and territories. Engaged in multiple cross-department executive initiatives, including contract development, schedule of charges.
Morristown, NJ, US
As the Director of National Recruiting for LPL Financial's largest Super OSJ and RIA, I was responsible for overall business development. Recruited advisors from all channels to PAG's hybrid model, where they benefited from the scale and technology of the largest independent broker-dealer, coupled with the community and closeness of a large RIA.As part of.
Jersey City, New Jersey, US
Represented TD Ameritrade Institutional's RIA custody solutions in the Northeast. Successfully turned around the worst performing sales territory in the history of the company, achieving President's Club in my first year. Consistently sustained or exceed annual NNA goals and was a regular top performer in my region. I personally sourced the vast majority.
San Francisco, CA, US
Custody sales for Registered Investment Advisors (RIA’s).
Hedge Fund Sales. Developed Sales & Marketing strategies for winning new trading business for Cuttone's sell-side trading operations.
New York, NY, US
Represented Bloomberg in New York and Boston, selling to large buy-side institutions, hedge funds and broker dealers. Acheived consistent success selling terminals and was proficient in delivering demos and group trainings. Regularly sold to C-Suite.
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Charlie Latimer, Mba works for TradePMR.
Charlie Latimer, Mba is listed as VP of Business Development (Series 24, 7, 63 & 3) at TradePMR.
AeroLeads has found 1 work email signal at @interactivebrokers.com for Charlie Latimer, Mba at TradePMR.
AeroLeads has found 2 phone signal(s) with area code 973 for Charlie Latimer, Mba at TradePMR.
Charlie Latimer, Mba is based in New York City Metropolitan Area, United States, United States while working with TradePMR.
Charlie Latimer, Mba has worked for Tradepmr, Interactive Brokers, E*Trade Advisor Services, Private Advisor Group, and Td Ameritrade Institutional.
You can use AeroLeads to view verified contact signals for Charlie Latimer, Mba at TradePMR, including work email, phone, and LinkedIn data when available.
Charlie Latimer, Mba holds Mba, Finance from Seton Hall University.
Charlie Latimer, Mba is listed with skills including Financial Services, Investments, Mutual Funds, Wealth Management, Trading, Etfs, Asset Management, and Portfolio Management.
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