T E Robinson
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T E Robinson Email & Phone Number

Principal Examiner, FINRA at Financial Industry Regulatory Authority
Location: Greater Boston, United States, United States 9 work roles 2 schools
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Current company
Financial Industry Regulatory Authority
Role
Principal Examiner, FINRA
Location
Greater Boston, United States, United States

Who is T E Robinson? Overview

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Quick answer

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.

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About T E Robinson

T E Robinson is a Principal Examiner, FINRA at Financial Industry Regulatory Authority.

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T E Robinson's current company

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Financial Industry Regulatory Authority
Financial Industry Regulatory Authority
Principal Examiner, FINRA
9 roles · 21 years

T E Robinson work experience

A career timeline built from the work history available for this profile.

Principal Examiner, Finra

Current
Financial Industry Regulatory Authority

Boston, Massachusetts, United States

Apr 2020 - Present

Agency Supervisory Officer (Compliance)

Massmutual North Texas

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.

Jan 2011 - May 2015

Office Manager

Massmutual North Texas

Plano, TX

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..

Jan 2007 - Jan 2011

Para-Planner

Massmutual North Texas

Addison, TX

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.

Jan 2006 - Jan 2007

Financial Professional

Massmutual North Texas

Dallas/Fort Worth, TX

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.

Mar 2005 - Jan 2006

Specialist

Dallas/Fort Worth Area

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.

Oct 2007 - Apr 2015

Board Member

Dallas Municipal Library Board

Dallas, Texas

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.

2005 - 2010 ~5 yrs

Account Executive/Assistant Managing Director

The Mony Group

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.

Jul 1996 - Jan 2005
2 education records

T E Robinson education

B.S. Business Administration, Business Administration And Management, General

Bethune-Cookman College
FAQ

Frequently asked questions about T E Robinson

Quick answers generated from the profile data available on this page.

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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