Paul Oliver Email & Phone Number

Westlake, TX

Dallas/Fort Worth Area

Responsible for driving branch sales targets and developing a productive sales team through mentoring and coaching. Manage daily activities of Financial Consultant's in Retail Branch; oversee lead control, sales production, sales activities, and customer satisfaction, as well as develop necessary reports and documentation to leadership team.

Southlake

Worked closely to develop team of financial advisors. As a delegate of the Managing Principal, my day-to-day activities included: Recruiting, selection and licensing of financial advisors to the Waddell & Reed platform. Coaching financial advisors as they seek to build efficient, unique and growing practices.

Houston And Dallas/Fort Worth Region

Regional Manager with core objectives including leading a team of experienced investment advisors covering the Houston and DFW Bank of Texas branches. Attracting top talent, maintaining diverse revenue streams and expanding the regional presence in Houston and the DFW markets.

Dallas/Ft Worth Region

Regional Manager. Leading branches and associates in Sales, Acquisition, Marketing, Advertising, Coaching, Sales Skills Training, Investment Product Education, Staffing, Career Development, Operations, Risk, Compliance, and P&L. Development and implementation of procedures and coordinated overall efforts in Education, Webcasts, Webinars, Client.

Dallas, Brea CA, And Greater Denver Area

Branch Manager and leader of sales and service associates in guidance solutions through training and sales skills development. Partnering with marketing with institutional partners, coordinated highly visible sales events to win and retain clients.

North Orange County, California

Managed and led associates in the North Orange/LA market place. Coordinated marketing, advertising, seminars, sales campaigns, product & sales training and sales skills development.

Dallas/Fort Worth Area

Starting with Fidelity in the role of Financial Consultant. Promoted through the ranks and managed multiple teams in Fidelity's call center. Promoted to Assistant Branch Manager in the Dallas Branch. and coordinated the development of branch sales representatives.