** ******** ** #*** ********** RI ***** 401-***-****
****.*.*******@***.*** STANLEY R. GOODMAN
Qualifications Complete background in investment securities, market
trading underwriting. Experienced in retail and
institutional sales covering fixed income, equities and
insurance products.
Specialized skills: Highly experienced and successful at
marketing a full range of financial products to retail,
individual high net worth investors, bond funds,
insurance companies, bank trust departments and money
managers.
Licenses: Series 7,63 Insurance
References: Avail upon request
Experience 2006 - 9/2009 Banc of America Investment Services
Sales and Investment Specialist
Performed single call resolution involving incoming
client's issues as well as discussing any other client
concerns including website problem, margin issues and
tax questions.
Assisting clients and premiere client managers in the
opening of self-directed accounts.
2005 - 2006 Brown Lisle/Cummings Company
Fixed Income Specialist
Retailed fixed income products.
1995 - 2006 Janney Montgomery Scott, LLC
Vice President of Sales
Full range of retails and institutional services
1985 - 1995 AVP Roosevelt & Cross, Inc.
Assistant Vice President
Retail municipal securities sales.
1978 - 1985 Carolan & Company, Inc.
Assistant Vice President
Retail municipal business covering high net worth
clients, national bond funds and insurance companies.
1974 - 1978 Fleet Bank, Money Management Department
Assistant Vice President
Performed fixed income trading for trust department.
Traded treasury notes and municipal short term debt.
Sold money market products to bank clients