T E Robinson Email & Phone Number
Who is T E Robinson? Overview
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T E Robinson is listed as Principal Examiner, FINRA at Financial Industry Regulatory Authority, based in Greater Boston, United States, United States. AeroLeads shows a matched LinkedIn profile for T E Robinson.
T E Robinson previously worked as Associate Principal Examiner at Financial Industry Regulatory Authority (Finra) and Agency Supervisory Officer (Compliance) at Massmutual North Texas. T E Robinson holds Mba, Business Administration, Management And Operations from Southern Methodist University.
About T E Robinson
T E Robinson is a Principal Examiner, FINRA at Financial Industry Regulatory Authority.
T E Robinson's current company
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T E Robinson work experience
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Associate Principal Examiner
Agency Supervisory Officer (Compliance)
Review trade documents for basic investment services, registered investment advisory and financial planning transactions. Monitor the activities of registered representatives by inspecting offices, conducting personal interviews, reviewing incoming and outgoing correspondence, including flagged e-mails and trades in the trade surveillance system. Conduct.
Office Manager
Managed the daily operations of the Addison branch of the Fort Worth core office. Ensured all technology was encrypted and met all required specifications. Conducted walkthroughs to ensure compliance with privacy and confidentiality security procedures. Provided training and guidance to new representatives. Maintained up to date marketing materials..
Para-Planner
Guided financial professionals in the use of financial software, including e-Money, Resolutions, Profiles and Forecaster. Drafted Engagement Proposals, Observations, Recommendations and Plan Designs. Prepared regulatory reports. Increased department productivity by 25 percent.
Financial Professional
Developed and built a fee based financial planning practice. Implemented advanced solutions for large estate cases. Designed programming for clients and moderated LUTC training classes for peers.
Specialist
As a Specialist, you help create the energy and excitement around Apple products, from the moment a customer enters the store, providing solutions and ensuring that their journey inspires enjoyment and loyalty. Always curious, you stay on top of news about products and initiatives, you stand ready to apply your expertise in an effort to enrich the.
Board Member
In Dallas, The Municipal Library Board is an advisory board that consists of members appointed by their district city council members. They assist with budget concerns, advocating for bond proposals, acting as liaison between the library and the council member as well as the liaison between the library and the constituency.
Account Executive/Assistant Managing Director
Built a successful financial planning practice. Recruited, developed and managed financial professionals in an effort to build agency revenue. Developed Economic Roundtable event designed to market to minority financial professionals. Qualified for the Million Dollar Roundtable in 2002. Qualified for Top Club membership in 1996 and 2002.
T E Robinson education
Mba, Business Administration, Management And Operations
B.S. Business Administration, Business Administration And Management, General
Frequently asked questions about T E Robinson
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What company does T E Robinson work for?
T E Robinson works for Financial Industry Regulatory Authority.
What is T E Robinson's role at Financial Industry Regulatory Authority?
T E Robinson is listed as Principal Examiner, FINRA at Financial Industry Regulatory Authority.
Where is T E Robinson based?
T E Robinson is based in Greater Boston, United States, United States while working with Financial Industry Regulatory Authority.
What companies has T E Robinson worked for?
T E Robinson has worked for Financial Industry Regulatory Authority, Financial Industry Regulatory Authority (Finra), Massmutual North Texas, Apple Retail, and Dallas Municipal Library Board.
How can I contact T E Robinson?
You can use AeroLeads to view verified contact signals for T E Robinson at Financial Industry Regulatory Authority, including work email, phone, and LinkedIn data when available.
What schools did T E Robinson attend?
T E Robinson holds Mba, Business Administration, Management And Operations from Southern Methodist University.
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