Noncommissioned Officer Management Consultant

Paul B. Woodard

adpbtx@r.postjobfree.com 817-***-**** Arlington, TX

Ambitious and driven sales executive who builds strategic alliances with organizational leaders and effectively align key business initiatives. Build and retain high-performance teams hiring, training, and motivating skilled professionals. Accomplished Asset Management leader who has gained recognition achievement in sales and relationship management while engaged in the wholesaling experience. .

Project Management

Account Management

Strategic Planning & Analysis

Communication

Training Development

Sales Skills/Product Savvy

Marketing

Leadership

Mentoring/Coaching

Individual/Team Development

Presentation Preparation

Financial Services

Wealth Management

Complex Problem Solving

Risk Management

Professional Experience

New York Life • • July 2021 to November 2021

Financial Services Professional

Agent licensed to sell insurance and provide lifetime financial solutions through New York Life Insurance Company.

MassMutual Life / Nexus Advisors, LLC • • November 2019 to January 2021

Financial Services Professional

Served as investment specialist and associate for one of MassMutual’s top producing investment and protection teams.

Oversaw team client review process from initial contact through follow up.

Collaborated with senior partner to drive new protection business and identify opportunities in existing book of business.

Calculated mutual fund performance and investments risks.

Examined and evaluated financial and information systems to ensure system reliability and data integrity.

MetLife/MassMutual • • January 2004 to May 2018

Regional Vice President / Senior Wealth Management Consultant

Consistently exceeded territory goals as an external wholesaler for 12 firms, with multiple footprint locations, across eight south-central states.

Mentored and developed 11 wholesaling team members and five internal partners.

Collaborated with internal sales team to drive sales across a nine-state territory.

Directed all Wealth Management products with a focus on the sale of proprietary fee-based investment platforms.

Determined suitability of clients and prepared comprehensive financial plans for clients, utilizing current technology.

Reorganized client database for improved information processing.

Implemented broker-dealer platform conversion for two territories in 2015

Walnut Street Securities • • June 2000 to January 2004

Regional Vice President

Provided sales, marketing support and sales supervision for investment professionals, advisors, and 400+ agents across an eight-state region.

Led field management team and served as producer partner in the growth of General American and MetLife Investors annuity business.

Recruited individual producers and advisor branches to Walnut Street Securities

Instrumental in the creation of MetLife Broker-Dealer Group in 2004. .

Rupay-Barrington Securities • • April 1997 to May 2000

Equities Trader/Vice President/President & Principal

Served as President and Principal for boutique broker-dealer and affiliated investment advisory firm

Directed daily management of trade desk and broker-dealer operations with high net-worth clientele.

Coordinated operations between firm, affiliated investment advisory firm, and clearing firm.

Oversaw client relationships and served as senior consultant for mitigating high-risk positions.

Traded client accounts using multiple trading platforms.

Provided compliance oversight and sales supervision of representatives in Colorado, Michigan, and Texas.

Military Experience

United States Army • • December 1980 to April 2005

Senior Noncommissioned Officer

Displayed leadership in the successful coordination and evaluation of training for 250-plus soldiers in simulated combat environments.

Served numerous senior leadership roles in Armored Cavalry troops and Infantry companies.

Senior instructor in an Army Reserve NCO Academy (III Corps), senior noncommissioned officer in charge of a tactical observer/controller team and First Sergeant of an opposing forces (OPFOR) Infantry company.

Provided expert deployment and extensive crisis experience reflective of the combat environment.

Delivered effective decisions in high-pressure environments.

Education

Master of Arts, Toulouse School of Graduate Studies, Department of Political Science (International Relations), University of North Texas, Denton, TX

Bachelor of Arts, Political Science and History, Texas A&M University, College Station, TX

Certifications

FINRA Series 7

FINRA Series 24

FINRA Series 63

Life and Health

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