Jack Barber Email & Phone Number

Minneapolis, MN, US

Minneapolis, MN

Minneapolis, Minnesota, United States

• Supported large national Turnkey Asset Manager Provider and Independent Broker Dealer relationships.
• Implemented consulting engagements and technology solutions needed to improve mutual relationships and increase share of wallet.
• Consistently exceeded plan each year in the role.#RIA, #RIACustody, #RIASolutions, #TAMP, #IBD, #Schwabadvisorservices

• One of three individuals selected to create and implement a model dedicated to supporting advisory firms while transitioning business to Schwab.
• Worked closely with Business Development Officers, BDO Managing Directors, the service organization and the other Advisor Conversion Directors.
• Selected as a Chairman’s Club winner in 2008 based on my contribution & accomplishments.#RIAOnboarding, #RIAStartup

Responsible for selling Schwab Advisor Service’s to Investment Advisory firms. I exceeded $600 MM in net new assets 2006, $900 MM in 2005 and $650 Million in 2004. As a BDO, I consistently ranked in the top 20%. From 6/2006 through the end of 2007, I dedicated 50% of my time to helping 8 newer Business Development Officers in the Central Division develop.