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Leo Carton, Cfp profile image

Leo Carton, Cfp

Case Manager at Gradient Financial Group
Intro Book
Seasoned financial professional with 30+ years of experience in financial planning, sales leadership, and relationship management.
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Location
St Paul, Minnesota, United States, US
Languages
  • English -
Skills
  • Persuasive Presentations
  • Persuasive Speaker
  • Tax Planning
  • Relationship Building
  • Business Relationship Management
  • Show all
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Bio

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Leo Carton, CFP, is a seasoned financial professional with over 30 years of experience in financial planning, sales leadership, and relationship management. He has a strong background in life insurance, financial planning, and sales leadership training. Leo has worked with various companies, including Wells Fargo, Piper Jaffray, and American Express, and has a proven track record of driving revenue growth and building strong relationships with clients and partners. Leo holds a Bachelor's degree in Business Administration and Management from the University of St. Thomas, a Master of Business Administration (MBA) from St. Ambrose University, and is a Certified Financial Planner (CFP). He is also licensed in Series 7, 63, and 65, and has expertise in insurance licensing.

Credentials

  • CFP
    Collge of Financial Planning
  • Multi-State certified Continued Education (CE) instructor for CFP, CPE, MCLE and insurance professionals
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  • Series 7, 63, 65 and insurance licensed
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Experience

  • Gradient Financial Group
    • Arden Hills, Minnesota
    • Case Manager
      • 2017 - Present
      • Arden Hills, Minnesota
  • Strategic Benefits Group (SBG)
    • Golden Valley, MN
    • Regional Sales Director
      • Mar 2009 - Apr 2017
      • Golden Valley, MN

      • Cultivated a new Broker Dealer (BD) relationship as account manager for SBG.• Developed marketing plans with BD senior management to increase insurance sales through 400 independent advisor sales force.• Created marketing and educational presentations to help financial advisors recogniz...

  • Wealth Enhancement Group
    • Greater Minneapolis-St. Paul Area
    • Life Insurance Specialist
      • Mar 2008 - Apr 2009
      • Greater Minneapolis-St. Paul Area

      • Joined a financial planning team with a focus on life insurance and long term care opportunities within their established planning process.• Conducted life insurance policy reviews as an added service to clients.• C0-host three times on WCCO radio and generated significant call in and ...

  • SBIA - Carroll Enterprises
    • Greater Minneapolis-St. Paul Area
    • Marketing Director
      • May 2007 - Jan 2008
      • Greater Minneapolis-St. Paul Area

      • Managed eight Sales and Marketing Specialist (SAMS) who were insurance liaisons with 9,000+ Wells Fargo financial advisors• Managed daily and weekly sales goals for each SAMS within their assigned regions• I managed new business submitted through policy delivery for the advanced Busine...

  • Focus Financial
    • Greater Minneapolis-St. Paul Area
    • Financial Advisor
      • Sep 2006 - Apr 2007
      • Greater Minneapolis-St. Paul Area

      • I supported a successful financial planning practice and participated in the on-site financial education program at participating employers.

  • Piper Jaffray
    • Greater Minneapolis-St. Paul Area
    • Insurance Product Manager
      • Feb 2003 - Aug 2006
      • Greater Minneapolis-St. Paul Area

      • Developed marketing and educational materials for 700 advisors working with legal/compliance for distribution and sales training at regional and national meetings.• Managed outside GA’s to serve Piper advisors across the country to present insurance solutions with clients. Super...

  • Wells Fargo
    • Greater Minneapolis-St. Paul Area
    • Regional Life Specialist & Financial Advisor
      • Dec 1998 - Mar 2003
      • Greater Minneapolis-St. Paul Area

      I opened the investment center in the largest bank in Iowa. I earned the trust from personal and commercial bankers to introduce me to their existing clients through the financial planning process. Successful business owners have advisers so my approach was to focus on succession plans and fami...

  • American Express
    • Iowa
    • Financial Advisor
      • Jul 1984 - Aug 1998
      • Iowa

      Created a successful financial planning practice from scratch. I managed staff, operations, marketing, promotions, the creation and implementation of the financial planning process and a client base of 900+. I recruited and trained three successful financial advisers to manage my growth. I gre...

Education

  • University of St. Thomas
  • College of Financial Planning
  • St. Ambrose University College of Business

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Financial Services”

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