Experience

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  Davis Advisors

  • United States

  • Retired

    • Feb 2023 - Present
    • United States

    Many thanks to all co-workers, clients, and friends. My 37 years in The financial services industry were a wonderful journey of learning, sharing, growing, traveling, and friendships. My career far exceeded any anything that the Motor City raised, only son of Tennessee tobacco farmers could have ever imagined. I wish you all nothing but the best! Safe travel, RP

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  Piedmont Capital Distributors

  • Vice President

    • Feb 2020 - Nov 2022

    Specialist representing Credit Suisse portfolios to advisors in NC, SC, VA in all distribution channels

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  Foresters Financial Services

  • Mid-Atlantic Region

  • Regional Vice President

    • Feb 2019 - May 2019
    • Mid-Atlantic Region

    Recruited to develop Mid-Atlantic Region for First Investors Funds. Two months into my tenure, First Investors Funds was divested by Foresters Financial in an asset transaction where no employees were retained.

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  Davis Advisors

  • DAVIS ADVISORS

    • Jan 1998 - Feb 2019

  • VICE PRESIDENT – REGIONAL DIRECTOR

    • Jan 1998 - Feb 2019

    TERRITORY: Mid-Atlantic (NC, SC, VA, DC, MD, WV, TN, MO, KS)CHANNEL: Broker-Dealer, Independent Broker-Dealer, Financial Institutions, RIAEXPERIENCE:- Cover offices based on where business opportunities are most promising- Schedule typically planned up to 16 weeks out, and up to 6 months in advance -Work very closely with internal partners to maximize territory travel and meetings - Market and sell Mutual Funds, Separately Managed Accounts and Actively Managed ETFs- Developed 200 of the top 1000 AUM client relationships firm wide with $1.45B in assets- Was a company leader in the development and promotion of internal wholesalers into the field- Designed presentation around using wine tasting, as an educational - Twice selected by senior management to be Best Practice Specialist- Travel with externals to provide feedback on strategy and give practice management advice- Personally recommended and recruited 5 of the firm’s 9 wholesalers- #1 or #2 territory 18 of 20 years- #1 in total SMA sales during my entire tenure - 2016 and 2017 #1 in total sales- #1 in Davis Total AUM relationships- Most profitable territory firm wide, and lead the firm in P&L

  • VICE PRESIDENT – BEST PRACTICE SPECIALIST

    • Nov 2008 - Dec 2013

    TERRITORY: Nationwide CHANNEL: Broker-Dealer, Independent Broker-Dealer, Financial Institutions, RIAEXPERIENCE:- In additional to my role as an RD I was tasked with traveling and mentoring the firm’s RDs- Gave advice on proper and effective territory and client management - Sat in on client presentations to help explain products during and critique RD’s after the meeting - Explained how to present thematically to maximize product impact and be respectful of FA’s time - Went over each RDs territory plan to point out inefficiencies in territory travel and coverage- Significantly shortened the length of time that RD’s spent with each client- Helped Regional Directors focus on key and memorable product points - Increased Advisor face time, and decreased the amount of travel time for each Regional Director

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  OppenheimerFunds

  • VICE PRESIDENT – REGIONAL DIRECTOR

    • Jan 1993 - Jan 1998

    TERRITORY: Mid-Atlantic (FL, GA, AL, TN, NC, SC, VA, DC, MD, WV, Caribbean) CHANNEL: Financial InstitutionsEXPERIENCE:- Marketed and sold Mutual Funds and Variable Annuities - Helped with product development roll out - Helped design which focus firms to call on and where to place firm energy and assets- Responsible for sales goals while managing 10 states, promotions, and corporate partners budget- Selected to attended the executive sales meeting to lead discussion on the future of product sales- Helped develop and build the BB&T relationship from $2M to over $80M in just three years- Was the featured speaker at company meetings with, the now, CEO Kelly King of BB&T- Exceeded sales goals every year- #1 sales growth territory in division 3 of 5 years - Took the last place territory to #1 in 18 months of start- Lead the Financial Institutions channel in Variable Annuities sales in 1996