Randall Payne Email & Phone Number

Charlotte, NC, US

United States

Many thanks to all co-workers, clients, and friends. My 37 years in The financial services industry were a wonderful journey of learning, sharing, growing, traveling, and friendships. My career far exceeded any anything that the Motor City raised, only son of Tennessee tobacco farmers could have ever imagined. I wish you all nothing but the best! Safe.

Specialist representing Credit Suisse portfolios to advisors in NC, SC, VA in all distribution channels

Mid-Atlantic Region

Recruited to develop Mid-Atlantic Region for First Investors Funds. Two months into my tenure, First Investors Funds was divested by Foresters Financial in an asset transaction where no employees were retained.

Charlotte NC

TERRITORY: Mid-Atlantic (NC, SC, VA, DC, MD, WV, TN, MO, KS)CHANNEL: Broker-Dealer, Independent Broker-Dealer, Financial Institutions, RIAEXPERIENCE:- Cover offices based on where business opportunities are most promising- Schedule typically planned up to 16 weeks out, and up to 6 months in advance -Work very closely with internal partners to maximize.

TERRITORY: Nationwide CHANNEL: Broker-Dealer, Independent Broker-Dealer, Financial Institutions, RIAEXPERIENCE:- In additional to my role as an RD I was tasked with traveling and mentoring the firm’s RDs- Gave advice on proper and effective territory and client management - Sat in on client presentations to help explain products during and critique RD’s.

TERRITORY: Mid-Atlantic (FL, GA, AL, TN, NC, SC, VA, DC, MD, WV, Caribbean) CHANNEL: Financial InstitutionsEXPERIENCE:- Marketed and sold Mutual Funds and Variable Annuities - Helped with product development roll out - Helped design which focus firms to call on and where to place firm energy and assets- Responsible for sales goals while managing 10 states.