Ross McGoodwin
RVP, Member Success at DPL Financial Partners- Claim this Profile
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English Native or bilingual proficiency
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Spanish Native or bilingual proficiency
Topline Score
Bio
Credentials
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Series 63
Financial Industry Regulatory Authority (FINRA)Sep, 2015- Nov, 2024 -
Life Insurance License
Kentucky Department of InsuranceAug, 2015- Nov, 2024 -
Series 6
Financial Industry Regulatory Authority (FINRA)Aug, 2015- Nov, 2024
Experience
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DPL Financial Partners
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United States
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Insurance
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1 - 100 Employee
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RVP, Member Success
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Jan 2018 - Present
I am a Regional Vice President for DPL Financial Partners, a member organization that provides insurance consulting services for RIAs. I help DPL members find the best insurance solutions for their clients by working with the nation's top insurance carriers to deliver low-cost, commission-free insurance products. I am a Regional Vice President for DPL Financial Partners, a member organization that provides insurance consulting services for RIAs. I help DPL members find the best insurance solutions for their clients by working with the nation's top insurance carriers to deliver low-cost, commission-free insurance products.
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Jefferson National
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Louisville, Kentucky
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Territory Manager
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Jun 2015 - Jan 2018
I served as the Territory Manager for Georgia, Florida, Mississippi, and Texas. I work with financial advisors to create tax efficient investment solutions for their clients through our investment only variable annuity platform. I held a series 6 and 63 securities license and was life insurance certified. I served as the Territory Manager for Georgia, Florida, Mississippi, and Texas. I work with financial advisors to create tax efficient investment solutions for their clients through our investment only variable annuity platform. I held a series 6 and 63 securities license and was life insurance certified.
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Rett's Landscaping
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Lexington, Kentucky Area
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Laborer/Project Manager
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Jun 2007 - May 2015
Since my Freshman summer of 2007, I have been an integral part of Rett's Landscaping. I have gained experience with occasionally leading crews and interacting with clients. Since my Freshman summer of 2007, I have been an integral part of Rett's Landscaping. I have gained experience with occasionally leading crews and interacting with clients.
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Russell Capital Management
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United States
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Investment Management
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1 - 100 Employee
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Investment Intern
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Sep 2014 - Dec 2014
I worked under an office of investment managers while learning their strategies and becoming familiar with the industry. I am working on my own mock stock porfolio for a case study and also preparing an investment idea for the office. I am working with a senior representative to come up with innovative ideas that could present wonderful investment opportunties for the firm. I worked under an office of investment managers while learning their strategies and becoming familiar with the industry. I am working on my own mock stock porfolio for a case study and also preparing an investment idea for the office. I am working with a senior representative to come up with innovative ideas that could present wonderful investment opportunties for the firm.
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Northwestern Mutual
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United States
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Financial Services
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700 & Above Employee
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College Intern
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Dec 2013 - Aug 2014
I practiced financial planning with my own clientele and marketed life insurance and disability income as a licensed agent across the state of Kentucky and Southern Indiana. I also learned about the process of retirement planning and investments. I practiced financial planning with my own clientele and marketed life insurance and disability income as a licensed agent across the state of Kentucky and Southern Indiana. I also learned about the process of retirement planning and investments.
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Education
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2011 - 2015
University of Kentucky
Finance, Business Administration
Community
