Charlie Latimer, Mba Email & Phone Number

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 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.

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 Relationship Management capacity with established clients, from initial onboarding & beyond.

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, pricing strategy and modelling, marketing/MQL process, event strategy, Sales Force workflows/Discovery Data integration, platform development priorities, daily NNA reports and territory segmentation. Created Advisor Profile intake form, team job descriptions, formal P&P for entire sales process, sales compensation plan, annual performance reviews, etc. Lead effort for defining and implementing all target market strategies and related sales campaigns. Ran annual team offsite sales meeting and introduced Miller Heiman training. Provided high level coaching opportunities for sales executives, redefined sales funnel stages and optimal pipeline management activities. Ran weekly sales meeting to review ongoing prospect engagements, KPI's and participated in sales opportunities where needed. Sourced and hired Regional Sales Executives. Provided Executive leadership with transparency, including NNA forecasts, funnel reports and industry intel.

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 the executive team, I collaborated with marketing, operations, transitions and compliance to ensure advisors who chose the independent path were fully supported to succeed in growing and sustaining a scalable business. Leveraged my vast experience working with transitioning advisors, bringing valuable best practices and experiences in assisting advisors in making the right choice for their future.

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 of my prospects through cold calling, managing marketing campaigns, attending industry events and networking. As a sales professional, my discovery process begins with establishing credibility and trust, with the pursuit of fully understanding a prospect’s business issues and aspirations. Listening is a key attribute for constructive engagement, enabling me to keep an advisor's interests at the forefront of consultations and subsequent calls to action. In building a sustainable funnel, I believe in “losing early” when there’s not a fit, while always continuing to develop new conversations that will develop over time. I take great pride in solving problems, being present, sharing knowledge, and working in a collaborative team environment. I enjoy being a trusted resource for management, colleagues and peers, sharing industry intelligence, insights and strategy.

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.

New York, Ny, Us

Mba, Finance

Bachelor’S Degree, Finance