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Jim Stoddard, Mba, Chfc, Clu is listed as Financial Entrepreneur - Podcast Host - Business Consultant - Author -Educator at Financial Advisor On Call, based in St Petersburg, Florida, United States. AeroLeads shows a work email signal at ifinancialalliance.com and a matched LinkedIn profile for Jim Stoddard, Mba, Chfc, Clu.
Jim Stoddard, Mba, Chfc, Clu previously worked as Founder and CEO at Financial Advisor On Call and Author/Speaker at The Financial Pocketknife. Jim Stoddard, Mba, Chfc, Clu holds Mba, Entrepreneurship, International Business, Management from University Of South Florida Muma College Of Business.
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Jim Stoddard is a dynamic financial services professional with an extensive history of transforming creative vision into reality. With an academic background in entrepreneurship and a diverse career in financial services, Jim is considered an expert in business development and turnaround initiatives. During his thirty years of professional experience, Mr. Stoddard has utilized his unique combination of analytical, creative, and communication skills to create and lead several successful organizations including a fintech company, two money management firms, a financial services marketing company, an international reinsurance company, and a foreign insurance agency.Specialties: FintechBusiness DevelopmentMarketingStrategic PlanningClient RelationsNew Venture Creation and ImplementationTurnaround SituationsReinsurance
Listed skills include Strategic Planning, Start Ups, Business Development, Entrepreneurship, and 20 others.
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A career timeline built from the work history available for this profile.
USA
www.faoncall.comTransforming the financial services industry so that all Americans who desire financial success will have access to objective financial professionals and receive guidance on their individual personal finance issues.The mission of Financial Advisor On Call is to help people make good financial decisions based on their individual goals by.
Dream Killers are financial and life issues that prevent us from living life to the fullest and achieving our dreams. They include financial issues such as inflation, taxes, and market risk and life issues such as premature death, job loss, and fear. Our success or failure in achieving our goals and dreams are often dependent on how we battle these Dream.
United States
Found on Apple, Spotify, IHeart Radio, YouTube, and direct on website.. "Covering Your Six" is a term that originated from fighter pilots to mean "I got your back!", which metaphorically described the positions of a clock in which a lead plane was positioned at 12:00 and the other was at 6:00 to protect the lead from enemy planes. The term is widely used.
Clearwater, FL
Facilitate Business Development, New Venture Creation, and Change Management implementation for organizations with the desire to be leaders in their industry. Specialize in, but not limited to, financial services industry.
Tampa/St. Petersburg, Florida Area
Incight Financial Alliance is a financial services company established to help people thrive in the modern economy with a focus on education and action. We provide products to help American families achieve their unique life dreams and offer an entrepreneurial opportunity for people who have a strong desire to succeed while helping others..
Hawaii, United States
St. Petersburg, FL
Principles of Management, New Venture Creation (Entrepreneurship), Principles of Insurance
Greater Atlanta Area And Beijing, China
- Board Member and General Manager of Da Fu insurance agency in Beijing, China. Recruited over 2,000 agents in 5 years. - Creator of the North American Expansion initiative, which used formal demographic and marketing studies to identify target markets for the organization. Led to the creation of 148 new distribution outlets within 10 months. - Headed.
Greater Atlanta Area
Led the creation and management of WFG Reinsurance Limited, a Bermuda based, producer owned reinsurance company. Successfully raised capital via private offering. Unique business structure is the only known one of its kind in the world.
Founding President of start-up RIA (Registered Investment Advisor) that placed more than $1Billion in AUM (Assets Under Management) in 18 months with 500 IARs.
Tampa/St. Petersburg, Florida Area
- Participated in development of company's first Indexed Universal Life (IUL) product.- Initiated use of electronic prospectuses and marketing materials, saving company in excess of $200,000 annually - Oversaw the functional implementation of automated workflow processing. Saved $1,000,000 from a $3,000,000 budget in one year. - Reported directly to CEO
Provided financial services to the public. Specialized in retirement planning.
Tampa/St. Petersburg, Florida Area
Founding executive of organization which raised $250 Million in assets under management in 2 years.Duties included a vast array of interaction among all aspects of the business, including marketing, operations, portfolio management, compliance, information technology, human resources, financial management, and general management.
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Jim Stoddard, Mba, Chfc, Clu works for Financial Advisor On Call.
Jim Stoddard, Mba, Chfc, Clu is listed as Financial Entrepreneur - Podcast Host - Business Consultant - Author -Educator at Financial Advisor On Call.
AeroLeads has found 2 work email signals at @ifinancialalliance.com for Jim Stoddard, Mba, Chfc, Clu at Financial Advisor On Call.
Jim Stoddard, Mba, Chfc, Clu is based in St Petersburg, Florida, United States while working with Financial Advisor On Call.
Jim Stoddard, Mba, Chfc, Clu has worked for Financial Advisor On Call, The Financial Pocketknife, Covering Your Six, Incight Strategic Consulting, and Incight Financial Alliance.
You can use AeroLeads to view verified contact signals for Jim Stoddard, Mba, Chfc, Clu at Financial Advisor On Call, including work email, phone, and LinkedIn data when available.
Jim Stoddard, Mba, Chfc, Clu holds Mba, Entrepreneurship, International Business, Management from University Of South Florida Muma College Of Business.
Jim Stoddard, Mba, Chfc, Clu is listed with skills including Strategic Planning, Start Ups, Business Development, Entrepreneurship, Management, Retirement Planning, Business Strategy, and Business Planning.
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