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Sales Vice President

Location:
2903
Posted:
November 08, 2010

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Resume:

** ******** ** #*** ********** 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



Contact this candidate