Charles Barry Email & Phone Number
Registered Rep and DST Specialist and DD Analyst @ Metric Financial LLC
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Charles Barry Location
- Plano, TX, US
Charles Barry Work
- 2024 -now Registered Rep and DST Specialist and DD Analyst @
- 2021 -now Vice President of National Accounts | Broker Dealer and RIA Sales @
- 2019 -2021 Director of National Accounts | Broker Dealer and RIA Distribution @
- 2019 -2019 Senior Vice President of Sales | National Accounts - §1031 DST Exchange Specialist @
- 2018 -2018 §1031 Exchange Specialist and Regional Vice President - Midwest Territory @
- 2018 -2018 Capital Markets Consultant (contract position) @
- 2017 -2018 VP of Operations and Wholesaler-Securities Sales Desk Manager @
- 2015 -2017 Vice President and 1031 DST Exchange Specialist @ Dahn America / Mini-U-Storage
- 2014 -2015 Senior Vice President-National and External Wholesaler Representing John Henry Oil Corporation @ AXXCESS CAPITAL
- 2014 -2015 Senior Vice President and National Sales Axxcess Capital @
- 2013 -2014 Internal Sales Director @ Texas based oil drilling company
- 2009 -2013 Regional Vice President Sales-External Wholesaler @
- 2009 -2009 Vice President Sales-External Wholesaler @
- 2007 -2008 Vice President Sales @
- 2005 -2007 Regional Vice President @ AXXCESS CAPITAL
- 2003 -2005 Regional Vice President @
- 2002 -2003 Platform Manager - Investment Sales @
- 2002 -2002 Regional Vice President @ ESSEX NATIONAL SECURITIES, LLC
- 1999 -2002 Internal Wholesaler @
- 1998 -1999 Financial Consultant @
- 1996 -1998 Financial Consultant @
Charles Barry Education
- University of Massachusetts Amherst
- Kaplan Professional School
- Texas Auction Academy
- St. John's High School
Charles Barry Skills
- 1031 Exchanges
- Alternative Investments
- Consultative Selling
- Capital Markets
- Investments
- Mutual Funds
- Securities
- Asset Management
- Series 63
- Private Equity
- Financial Services
- Asset Managment
- Portfolio Management
- Finance
- Real Estate
- Investment Strategies
- Equities
- Investment Properties
- Asset Allocation
- Sales
- Commercial Real Estate
- Wealth Management
- Investment Advisory
- Insurance
- Strategy
- Financial Analysis
- Retirement Planning
- Fixed Annuities
- Strategic Planning
- Marketing
- Program Management
- Business Development
- Trading
- Accounting
- Human Resources
- Hedge Funds
- Due Diligence
- Customer Relationship Management (CRM)
- Financial Advisory
- Funding
- Sellers
- FINRA
- Series 6
- Capital
- Interpersonal Relationships
- Series 7
- Selling
Charles Barry Summary
- Charles Barry, based in Plano, TX, US, is currently a Registered Rep and DST Specialist and DD Analyst at Metric Financial LLC. Charles Barry brings experience from previous roles at Croatan Investments, MADISON CAPITAL GROUP, LLC and Capital Square 1031. Charles Barry holds a University of Massachusetts Amherst. With a robust skill set that includes 1031 Exchanges, Alternative Investments, Consultative Selling, Capital Markets, Investments and more. Charles Barry has 5 emails and 5 mobile phone numbers on RocketReach.
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