Paul Oliver

Experience

• 

  Fidelity Investments

  Jan 1985 - Jan 2006

  Branch Manager and leader of sales and service associates in guidance solutions through training and sales skills development. Partnering with marketing with institutional partners, coordinated highly visible sales events to win and retain clients. Managed and led associates in the North Orange/LA market place. Coordinated marketing, advertising, seminars, sales campaigns, product & sales training and sales skills development. Starting with Fidelity in the role of Financial Consultant. Promoted through the ranks and managed multiple teams in Fidelity's call center. Promoted to Assistant Branch Manager in the Dallas Branch. and coordinated the development of branch sales representatives.

  • Multiple Roles including Vice President and Branch Manager

    Jan 1985 - Jan 2006

  • Vice President and Branch Manager

    Jan 1999 - Jan 2002

  • VP Asst Branch Mgr, Team Manager, Financial Consultant

    Jan 1985 - Jan 1999
• 

  TD Ameritrade

  Jan 2006 - Jan 2012

  Vice President and Regional Branch Manager

  Regional Manager. Leading branches and associates in Sales, Acquisition, Marketing, Advertising, Coaching, Sales Skills Training, Investment Product Education, Staffing, Career Development, Operations, Risk, Compliance, and P&L. Development and implementation of procedures and coordinated overall efforts in Education, Webcasts, Webinars, Client Appreciation, and Client Seminar events.

• 

  BOK Financial

  Oct 2012 - Sept 2015

  Vice President and Regional Sales Manager

  Regional Manager with core objectives including leading a team of experienced investment advisors covering the Houston and DFW Bank of Texas branches. Attracting top talent, maintaining diverse revenue streams and expanding the regional presence in Houston and the DFW markets.

• 

  Waddell & Reed

  Nov 2015 - Nov 2016

  District Branch Manager

  Worked closely to develop team of financial advisors. As a delegate of the Managing Principal, my day-to-day activities included: Recruiting, selection and licensing of financial advisors to the Waddell & Reed platform. Coaching financial advisors as they seek to build efficient, unique and growing practices.

• 

  E*TRADE

  Dec 2016 - May 2019

  Branch Manager

  Responsible for driving branch sales targets and developing a productive sales team through mentoring and coaching. Manage daily activities of Financial Consultant's in Retail Branch; oversee lead control, sales production, sales activities, and customer satisfaction, as well as develop necessary reports and documentation to leadership team.

• 

  Charles Schwab

  Jun 2019 - now

  Senior Manager - Advisor Services