Stuart Boline Email and Phone Number
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A Results Driven Senior Executive with extensive professional experience/skills in the following areas:*Sales Leadership consistently exceeding goals*Ultra High Net Worth Clients and their Financial Advisors*Wealth management based credit and lending solutions that maximize clients’ net worth*Deliver bottom-line profitability*Vast and deep relationships with all levels of the organization*Increase market share*Attract and retain assets while providing the highest quality client experience
Advisor Credit Exchange
View- Website:
- advisorcreditexchange.com
- Employees:
- 13
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Regional Lending Manager | Residential Real Estate Product ManagerAdvisor Credit Exchange Aug 2020 - PresentJacksonville, Florida, United States
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Chief Executive OfficerStuart T. Boline Consulting, Llc Aug 2020 - PresentJacksonville, Florida, United States
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Husband And FatherBoline Household Apr 2017 - Present
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National Sales Director - Residential Real EstateCiti Private Bank Apr 2012 - Mar 2017West Palm Beach, Florida AreaLead Mortgage Specialist and Sales Associate team in supporting Private Bankers in the Law Firm Group, HNW and UHNW client segments
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Head Of Sales And Business Development - Merrill Lynch Home LoansMerrill Lynch Jan 2008 - Dec 2011Jacksonville, Florida Area• Responsible for all Business Development Activities, Sales Reporting, Analytics, Business Strategy, Field Communications, FA Online Tools and Product Training to Wealth Management Banking• Led team of 20 Division and Regional Credit Directors to drive Mortgages and Securities Based Lending supporting ML Advisory Division and UST Standard Mortgage Business• Generated $409 million Pre-Tax Contribution in 2011• ML Mortgage App Index outperformed the MBA by 81% in 2011 and closed $11 Billion or 115% of goal• Loan Management Account originations exceeded $18 Billion and 125% of goal in 2011• Led team of Transaction Managers to address critical client relationships and policy exceptions• Managed Relationships with all executives within Advisory Division, Wealth Management Banking and Operations Partner PHH Mortgage• Highest Employee Satisfaction for Banking Product Organization – 100% satisfaction with immediate Manager -
Central Division Consumer Finance Sales DirectorMerrill Lynch Global Bank Group Jan 2006 - Dec 2007• Originated over $1.5 Billion annually in mortgages• Originated over $2 Billion annually in new Loan Management Account lines – only division to meet goal for those years• Number 1 Division in Banking Sales – Certificates of Deposit, Credit Cards, Direct Deposit, Web Bill Pay and Beyond Banking Accounts
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Division Sales DirectorMerrill Lynch Credit Corporation Aug 1995 - Dec 2005• Responsible for Mortgage and Credit Sales and Securities Based Lending for dedicated territories• Recruit, retain, and coach all talent• Originated over $7 Billion annually in mortgage loans with a high of $13 Billion in 2003• Led Advisory Division in Omega Account Sales and platform conversion to Loan Management Account• Developed Mortgage Champion Program for Financial Advisor Recognition
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Field Service RepresentativeMerrill Lynch Credit Corporation Jan 1993 - Jul 1995• Responsible for all Mortgage Product Introductions and Sales Promotions to Advisory Division and Financial Advisors• Built Strong Relationships with Advisory Division Leadership and Financial Advisors
Stuart Boline Skills
Stuart Boline Education Details
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Securities Industry Institute -
Economics -
The Bolles School
Frequently Asked Questions about Stuart Boline
What company does Stuart Boline work for?
Stuart Boline works for Advisor Credit Exchange
What is Stuart Boline's role at the current company?
Stuart Boline's current role is Regional Lending Manager | Residential Real Estate Product Manager | Advisor Credit Exchange, LLC | Advice-Driven Loan Programs.
What is Stuart Boline's email address?
Stuart Boline's email address is sb****@****ail.com
What is Stuart Boline's direct phone number?
Stuart Boline's direct phone number is (866) 516*****
What schools did Stuart Boline attend?
Stuart Boline attended Wharton Business School, Florida State University, The Bolles School.
What skills is Stuart Boline known for?
Stuart Boline has skills like Banking, Credit, Wealth Management, Mortgage Lending, Financial Services, Strategy, Crm, Business Development, Financial Analysis, Financial Advisory, Leadership, Management.
Who are Stuart Boline's colleagues?
Stuart Boline's colleagues are Jp Connellan, Brett Barnes, Cheryl Carreau, Justin Taylor, David Van Osten, Cfp®, Ryan Clay, Frank Brescia.
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