Ted Panagiotopoulos

Experience

• 

  New York Life Insurance Company

  Jun 1990 - Sept 1993

  Field Representative / Agent

  Executive Council) each year for the three-year period and the recipient of Industry's National QualityAward,/New Agent Award for early success in new client acquisition.

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  NEW ENGLAND LIFE INS CO

  Sept 1993 - Dec 1999

  Recruited, developed and managed a team of financial sales professionals while growing an individualclient base. Primary business offerings included equity based insurance and investment products usinga guidance approach. Recruited 10 producing associates while managing personal client relationship at award level standards. Implemented and supported sales programs and new management training for member sales officeswithin assigned region. Sponsored all agency management schools and programs.Was promoted in 1996 to Director to run all of home office based field shools.

  • Managing Associate / Director

    Aug 1997 - Dec 1999

  • Regional Business Consultant

    Sept 1993 - Aug 1997
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  Fidelity Investments

  Dec 1999 - May 2016

  Responsible for Annuity/Life product sales for Investor Centers in the Midwest, Mid-Atlantic, Southeastand New England Markets.Responsibility for the largest territory; responsibility for messaging and partnering with National MarketManagers and the Planning and Guidance Organization.Key Accomplishments:2008: #1 RVP in % of goal and effectiveness. Led the Mid-Atlantic region to the top position nationally.2007: #2 RVP in % of goal and effectiveness. Redefined RVP position in PPDG model. Show less

  • Regional Vice President Strategic Advisors

    Dec 2013 - May 2016

  • Regional Vice President of Planning and Guidance

    Dec 2009 - Dec 2013

  • Regional Vice President of Solution Sales

    Jan 2005 - Dec 2009

  • Vice President of Sales - NationalPhone Channel

    Feb 2003 - Jan 2005

  • National Director of Insurance/Annuity Specialists

    Dec 1999 - Feb 2003
• 

  Charles Schwab

  Jun 2016 - Jan 2024

  Market Leader, Director of Independent Franchise Branches thoughought the Southeast quarter of the US: • Provided strategic leadership, coaching, and consulting to up to 21 Independent Schwab Branches.• Successfully on-boarded 12 new Independent Branch Leaders, growing AUM to over $1.5 billion.• Ensured a client-centric experience, managing $9 billion+ in assets held with over 100,000 retail clients.• Served as the national point for Independent Branches for Advised & Insured Solutions. Show less

  • Independent Branch Market Leader

    Dec 2018 - Jan 2024

  • Regional Manager Wealth Managment

    Jun 2016 - Dec 2018
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  Ted Panagiotopoulos

  Jan 2024 - Mar 2024

  Industry Leader / Coach / Consultant

  Financial Services Business Leader specializing in the distribution of Financial Solutions in retail channels. Beyond Regional and Individual Leadership expertise, skills include subject matter expertise in Investment Portfolios, Insured solutions and Financial Planning. Holder of FINRA Series 9, 10 and 7 licenses.

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  Mercer Advisors

  Mar 2024 - now

  Vice President

  Vice President at Mercer Advisors, a leading Wealth Management firm that focuses on delivering highly integrated family wealth office services to high net worth families, individuals and organizations.