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)
-
Financial Services ManagerPeople'S United Bank, N.A. Jul 2013 - Jul 2015Wilmington, 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 -
Financial AdvisorFifth Third Securities Aug 2010 - Jul 2013Augusta, 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 -
Retail Investment OfficerPnc Aug 2009 - Aug 2010Columbus, Ohio Area*Successfully recruited, hired, and trained licensed bankers*Earned the Eco Partner Award and the Financial Advisor Award -
Team LeaderThe Huntington Investment Company Nov 2007 - Aug 2009Troy, 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 -
Personal Investment OfficerCompass Brokerage Inc Oct 2006 - Nov 2007Arlington, 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 -
Financial AdvisorNatcity Investments Inc Jun 2000 - Oct 2006Dayton, 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
-
Philosophy
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.
Not the James Caplinger you were looking for?
-
-
James Caplinger
Looking For Electrical Estimating And Project Management Opportunities In IndyMonrovia, In -
2verizon.net, csc.com
-
1fedex.com
Free Chrome Extension
Find emails, phones & company data instantly
Aero Online
Your AI prospecting assistant
Select data to include:
0 records × $0.02 per record
Download 750 million emails and 100 million phone numbers
Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.
Start your free trial