Richard Charette Email & Phone Number

Palm Beach Gardens, Fl, Us

Jupiter, Florida, United States

I interacted with various local organizations to create a strong name and onboard new client base. I implemented comprehensive wealth management strategies as well as oversaw legacy planning to cultivate strong relationships with clients. I coached small- and mid-sized companies on retirement planning as well as delivered robust support to clients near retirement to roll over 401k into IRAs. I successfully enabled the clients to accomplish financial goals by delivering presentations regarding financial needs analysis and implementation of recommendations.

Charleston, West Virginia, United States

I restructured operations and fixed numerous issues in the A. G. Edwards office, such as hiring of new sales personnel and coaching of failing sales persons to better fit into suited roles. I retained sales personnel during the merger process, recruited from the competition, and coached all advisors from transactional business to recurring revenue and financial planning. I created a team structure that allowed the clients to get comfortable with a new face, resulting in sales boost pertaining to company products/services. During the tenure, I proved myself successful in:• Attaining an increase of $17,344,610 in Net New Assets Fiscal '08.• Generating $19.8 million in revenue with a profit margin of 21.6% for the complex.• Gaining recognition as the best in region and 8th in the company for turning around company operations.