James Caplinger

James Caplinger Email and Phone Number

--Proven success in management, training, coaching, recruiting, staff development and increasing production
James Caplinger's Location
Springfield, Ohio, United States, United States
About James Caplinger

I view myself as an expert in building successful teams, rolling up my sleeves and motivating while actively participating. I have consistently been able to gain the trust and respect of my employees, inspiring them to achieve new heights of success.*Significant management and training experience*Management of multiple offices and staff teams*Increased profitability and revenue flows*Multiple charitable/volunteer activities to give back to the community*FINRA licenses series 63 (state registration), series 7 (general securities), 65 (Investment adviser), 24 (principles/managers license)

James Caplinger's Current Company Details

--Proven success in management, training, coaching, recruiting, staff development and increasing production
James Caplinger Work Experience Details
  • People'S United Bank, N.A.
    Financial Services Manager
    People'S United Bank, N.A. Jul 2013 - Jul 2015
    Wilmington, Vt
    *Managed 8 bank staff members*Maintained monthly goals and quotas in a faast paced environment *Worked with mortgage, business banking and investment departments*Networked with local business owners and community leaders*Board member for Habitat for Humanity and active participant in Rotary
  • Fifth Third Securities
    Financial Advisor
    Fifth Third Securities Aug 2010 - Jul 2013
    Augusta, Georgia Area
    *Personally recruited and trained on of the top 10 licensed bankers in the conmpany*Trained 5 licensed bankers*Worked within 3 bank branches and managed productivity and sales*Increased profitability within all three bank branches
  • Pnc
    Retail Investment Officer
    Pnc Aug 2009 - Aug 2010
    Columbus, Ohio Area
    *Successfully recruited, hired, and trained licensed bankers*Earned the Eco Partner Award and the Financial Advisor Award
  • The Huntington Investment Company
    Team Leader
    The Huntington Investment Company Nov 2007 - Aug 2009
    Troy, Mi
    *Managed 3 fully licensed employees and 8 licensed bankers*Successfully recruited and trained licensed bankers*Conducted regular training sessions*Built trust and confidence among 8 different banking centers
  • Compass Brokerage Inc
    Personal Investment Officer
    Compass Brokerage Inc Oct 2006 - Nov 2007
    Arlington, Tx
    *Developed territory for 9 licensed bankers*Achieved annual production goal within the first 8 months*Conducted bi-weekly training courses for all licensed bankers
  • Natcity Investments Inc
    Financial Advisor
    Natcity Investments Inc Jun 2000 - Oct 2006
    Dayton, Ohio Area
    *Lead investment team to corporate record production, being the first team to achieve $1M in revenue*Successfully recruited the top two licensed bankers within the company*Consistently negotiated with bank managers and area managers on issues affecting licensed bankers

James Caplinger Education Details

Frequently Asked Questions about James Caplinger

What is James Caplinger's role at the current company?

James Caplinger's current role is --Proven success in management, training, coaching, recruiting, staff development and increasing production.

What schools did James Caplinger attend?

James Caplinger attended Wittenberg University.

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