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@schwab.com
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1 phone found area 508
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Ted Panagiotopoulos is listed as Regional Vice President at Mercer Advisors at Mercer Advisors, a company with 413 employees, based in Miami-Fort Lauderdale Area, United States, United States. AeroLeads shows a work email signal at schwab.com, phone signal with area code 508, and a matched LinkedIn profile for Ted Panagiotopoulos.
Ted Panagiotopoulos previously worked as Vice President at Mercer Advisors and Industry Leader / Coach / Consultant at Ted Panagiotopoulos. Ted Panagiotopoulos holds Bachelor Of Science - Bs, Business Administration And Management, General from Suffolk University - Sawyer Business School.
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AeroLeads found 1 current-domain work email signal for Ted Panagiotopoulos. Compare company email patterns before reaching out.
Accomplished financial services executive with extensive expertise in retail distribution of products and services. Equipped with relationship management, coaching, consulting and management experience up to the senior levels. Held several leadership roles with top investment organizations balancing strategic thinking with real world application excellence for optimum outcomes. Foundationally committed to enabling confident life plans though tailored and prudent investing and by empowering investors with knowledge, resources and partners to support their journey.
Listed skills include Mutual Funds, Asset Allocation, Insurance, Risk Management, and 24 others.
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A career timeline built from the work history available for this profile.
Florida, United States
Vice President at Mercer Advisors, a leading Wealth Management firm that focuses on delivering highly integrated family wealth office services to high net worth families, individuals and organizations.
North Miami
Financial Services Business Leader specializing in the distribution of Financial Solutions in retail channels. Beyond Regional and Individual Leadership expertise, skills include subject matter expertise in Investment Portfolios, Insured solutions and Financial Planning. Holder of FINRA Series 9, 10 and 7 licenses.
Miami, FL
Boston, Massachusetts, United States
Directed the delivery of Wealth Management Solutions in the region.· Coached to and insured excellence in the client experience for improved client outcomes throughtailored planning and the delivery of appropriate relationship-based solutions.· Drove the region from lower to the top decile business results within 18 months.
Boston, Massachusetts, United States
Led sales of Managed Solutions in the Atlantic Market, representing 20% of branch channel salesnationally.· Drove significant success in new SMA offerings and tax-efficient investment competency.· Led a successful alignment shift and rebranding of phone-based support consultants.
Boston, Massachusetts, United States
Served as Regional Sales Manager for the Region. Responsible for the development and retention of personal investment assets through a relationship based model.· Led a team of sales associates in the Southeast branch offices, achieving top national market position
Boston, Massachusetts, United States
Responsible for Annuity/Life product sales for Investor Centers in the Midwest, Mid-Atlantic, Southeastand New England Markets.Responsibility for the largest territory; responsibility for messaging and partnering with National MarketManagers and the Planning and Guidance Organization.Key Accomplishments:2008: #1 RVP in % of goal and effectiveness. Led the.
Boston, Massachusetts, United States
Feb 2003 - Jan 2005 (2 years)Responsible for the successful sale of financial products, e.g. annuities, life ins. and long term carethrough 4 regional phone sites. Led an organization of 5 teams and 75 associates.
Boston, Massachusetts, United States
Successfully grew the national Investor Center Insurance and Annuity Specialist program from pilotto full distribution model by recruiting talent from external and internal sources. This successful roleevolved to be the staples coaching role today known as Fidelity's Regional Planning Consultants ofwhich there are over 100 nationally.
Boston, Massachusetts, United States
Recruited, developed and managed a team of financial sales professionals while growing an individualclient base. Primary business offerings included equity based insurance and investment products usinga guidance approach. Recruited 10 producing associates while managing personal client relationship at award level standards.
Boston, Massachusetts, United States
Implemented and supported sales programs and new management training for member sales officeswithin assigned region. Sponsored all agency management schools and programs.Was promoted in 1996 to Director to run all of home office based field shools.
Wellesley, Massachusetts, United States
Executive Council) each year for the three-year period and the recipient of Industry's National QualityAward,/New Agent Award for early success in new client acquisition.
Other employees you can reach at merceradvisors.com. View company contacts for 413 employees →
Jim Czirr, Cfa, Cfp®
Colleague at Mercer AdvisorsSpokane, Washington, United States, United States
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CS
Cj Smith, Cfp®, Cdfa®
Colleague at Mercer AdvisorsChandler, Arizona, United States, United States
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BK
Bob Kinnie
Colleague at Mercer AdvisorsDarien, Connecticut, United States, United States
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KF
Karin F.
Colleague at Mercer AdvisorsMinneapolis, Minnesota, United States, United States
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MD
Melissa Dresnok, Cfp®
Colleague at Mercer AdvisorsAtlanta, Georgia, United States, United States
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CH
Cathy H.
Colleague at Mercer AdvisorsUnited States, United States
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RR
Robert Reed
Colleague at Mercer AdvisorsCovington, Louisiana, United States, United States
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JH
John Howard
Colleague at Mercer AdvisorsSandy Springs, Georgia, United States, United States
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AM
Amir Moustafa
Colleague at Mercer AdvisorsWashington DC-Baltimore Area, United States
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DW
Draysen Wilson
Colleague at Mercer AdvisorsKahului, Hawaii, United States, United States
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Quick answers generated from the profile data available on this page.
Ted Panagiotopoulos works for Mercer Advisors.
Ted Panagiotopoulos is listed as Regional Vice President at Mercer Advisors at Mercer Advisors.
AeroLeads has found 1 work email signal at @schwab.com for Ted Panagiotopoulos at Mercer Advisors.
AeroLeads has found 1 phone signal(s) with area code 508 for Ted Panagiotopoulos at Mercer Advisors.
Ted Panagiotopoulos is based in Miami-Fort Lauderdale Area, United States, United States while working with Mercer Advisors.
Ted Panagiotopoulos has worked for Mercer Advisors, Ted Panagiotopoulos, Charles Schwab, Fidelity Investments, and New England Life Ins Co.
Ted Panagiotopoulos's colleagues at Mercer Advisors include Jim Czirr, Cfa, Cfp®, Cj Smith, Cfp®, Cdfa®, Bob Kinnie, Karin F., and Melissa Dresnok, Cfp®.
You can use AeroLeads to view verified contact signals for Ted Panagiotopoulos at Mercer Advisors, including work email, phone, and LinkedIn data when available.
Ted Panagiotopoulos holds Bachelor Of Science - Bs, Business Administration And Management, General from Suffolk University - Sawyer Business School.
Ted Panagiotopoulos is listed with skills including Mutual Funds, Asset Allocation, Insurance, Risk Management, Asset Management, Sales Management, Portfolio Management, and Strategic Planning.
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