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
- Registered Rep and DST Specialist and DD Analyst @ (March 2024 - Present)
- Vice President of National Accounts | Broker Dealer and RIA Sales @ (May 2021 - Present)
- Director of National Accounts | Broker Dealer and RIA Distribution @ (October 2019 - May 2021)
- Senior Vice President of Sales | National Accounts - §1031 DST Exchange Specialist @ (January 2019 - September 2019)
- §1031 Exchange Specialist and Regional Vice President - Midwest Territory @ (August 2018 - December 2018)
- Capital Markets Consultant (contract position) @ (April 2018 - June 2018)
- VP of Operations and Wholesaler-Securities Sales Desk Manager @ (July 2017 - February 2018)
- Vice President and 1031 DST Exchange Specialist @ Dahn America / Mini-U-Storage (January 2015 - June 2017)
- Senior Vice President-National and External Wholesaler Representing John Henry Oil Corporation @ AXXCESS CAPITAL (October 2014 - March 2015)
- Senior Vice President and National Sales Axxcess Capital @ (October 2014 - March 2015)
- Internal Sales Director @ Texas based oil drilling company (January 2013 - December 2014)
- Regional Vice President Sales-External Wholesaler @ (January 2009 - January 2013)
- Vice President Sales-External Wholesaler @ (January 2009 - January 2009)
- Vice President Sales @ (November 2007 - November 2008)
- Regional Vice President @ AXXCESS CAPITAL (May 2005 - November 2007)
- Regional Vice President @ (February 2003 - April 2005)
- Platform Manager - Investment Sales @ (November 2002 - January 2003)
- Regional Vice President @ ESSEX NATIONAL SECURITIES, LLC (February 2002 - October 2002)
- Internal Wholesaler @ (March 1999 - January 2002)
- Financial Consultant @ (May 1998 - January 1999)
- Financial Consultant @ (March 1996 - May 1998)
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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