Charles Barry
Proven sales leader with marketing and business development expertise. Has an extensive record of accomplishments driving multi-million... | Plano, Texas, United States
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Charles Barry’s Location Plano, Texas, United States
Charles Barry’s Expertise Proven sales leader with marketing and business development expertise. Has an extensive record of accomplishments driving multi-million dollar revenue growth and gaining market position in competitive climates. Equity Raising Capital Markets Charles has long time experience specializing in the promotion and introduction of Financial Services products such as 1031 DST programs, Opportunity Zone Funds, Oil, Gas & energy investments, Fixed, Variable & Indexed Annuities, Real Estate Securities (REIT, LP, BDC), Mutual Funds, Life Insurance, Long Term Care, etc. He as considerable experience in developing new markets, launching and positioning complex financial products, nurturing business relationships, developing and strengthening distribution channels. He is well know, well liked and respected throughout the national network of Independent Broker-Dealers and Registered Investment Advisors. He is experienced in capital raising for multiple funds, product design, distribution and acquiring selling agreements. Charles has extensive experience in Key Account Management, External Wholesaler and as an industry consultant. He is considered an excellent public speaker. Charles possess Series 7, 6, 24, 26, 65 & 63 securities licenses, Texas Group 1 insurance license and a Texas real estate license. He is certified to create a course, teach that course and award CE credits nationally to CFP/CLU/ChFC designees. The focus of his career for over the past 15 years has been the distribution and wholesaling of financial products to the independent broker dealer and RIA community. CORE COMPETENCIES • Sales & Marketing • Communication Skills • Analytical Abilities • Team Leadership • Securities Knowledge • Business Development Contact Information: [email protected] Please contact me with any securities sales, marketing and business development opportunities. www.BrokerCheck.com
Charles Barry’s Current Industry Metric Financial
Charles
Barry’s Prior Industry
Royal Bank Of Scotland Citizens Financial
|
Granite Bank Of New Hampshire
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John Hancock
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Essex National Securities
|
Bbva Compass
|
Behringer
|
Axxcess Capital
|
Core Realty Holdings
|
Mackenzie Capital Management
|
Gk Development
|
Texas Based Oil Drilling
|
John Henry Oil
|
Dahn America Mini U Storage
|
Megatel Capital Investment
|
Mbd Solutions
|
Capital Square 1031
|
Madison Capital
|
Croatan Investments
|
Metric Financial
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Work Experience
Metric Financial
Registered Rep/DST Specialist/DD Analyst
Fri Mar 01 2024 00:00:00 GMT+0000 (Coordinated Universal Time) — Present
Croatan Investments
Vice President of National Accounts | Broker Dealer / RIA Sales
Sat May 01 2021 00:00:00 GMT+0000 (Coordinated Universal Time) — Present
Croatan Investments
Director of National Accounts | Broker Dealer / RIA Distribution
Tue Oct 01 2019 00:00:00 GMT+0000 (Coordinated Universal Time) — Sat May 01 2021 00:00:00 GMT+0000 (Coordinated Universal Time)
Madison Capital
Senior Vice President of Sales | National Accounts - §1031 DST Exchange Specialist
Tue Jan 01 2019 00:00:00 GMT+0000 (Coordinated Universal Time) — Sun Sep 01 2019 00:00:00 GMT+0000 (Coordinated Universal Time)
Capital Square 1031
§1031 Exchange Specialist / Regional Vice President - Midwest Territory
Wed Aug 01 2018 00:00:00 GMT+0000 (Coordinated Universal Time) — Sat Dec 01 2018 00:00:00 GMT+0000 (Coordinated Universal Time)
Mbd Solutions
Capital Markets Consultant (contract position)
Sun Apr 01 2018 00:00:00 GMT+0000 (Coordinated Universal Time) — Fri Jun 01 2018 00:00:00 GMT+0000 (Coordinated Universal Time)
Megatel Capital Investment
VP of Operations / Wholesaler-Securities Sales Desk Manager
Sat Jul 01 2017 00:00:00 GMT+0000 (Coordinated Universal Time) — Thu Feb 01 2018 00:00:00 GMT+0000 (Coordinated Universal Time)
Dahn America Mini U Storage
Vice President / 1031 DST Exchange Specialist
Thu Jan 01 2015 00:00:00 GMT+0000 (Coordinated Universal Time) — Thu Jun 01 2017 00:00:00 GMT+0000 (Coordinated Universal Time)
John Henry Oil
Senior Vice President/National Sales Axxcess Capital
Wed Oct 01 2014 00:00:00 GMT+0000 (Coordinated Universal Time) — Sun Mar 01 2015 00:00:00 GMT+0000 (Coordinated Universal Time)
Axxcess Capital
Senior Vice President-National/External Wholesaler Representing John Henry Oil Corporation
Wed Oct 01 2014 00:00:00 GMT+0000 (Coordinated Universal Time) — Sun Mar 01 2015 00:00:00 GMT+0000 (Coordinated Universal Time)
Texas Based Oil Drilling
Internal Sales Director
Tue Jan 01 2013 00:00:00 GMT+0000 (Coordinated Universal Time) — Wed Jan 01 2014 00:00:00 GMT+0000 (Coordinated Universal Time)
Mackenzie Capital Management
Regional Vice President Sales-External Wholesaler
Thu Jan 01 2009 00:00:00 GMT+0000 (Coordinated Universal Time) — Tue Jan 01 2013 00:00:00 GMT+0000 (Coordinated Universal Time)
Gk Development
Vice President Sales-External Wholesaler
Thu Jan 01 2009 00:00:00 GMT+0000 (Coordinated Universal Time) — Thu Jan 01 2009 00:00:00 GMT+0000 (Coordinated Universal Time)
Core Realty Holdings
Vice President Sales
Thu Nov 01 2007 00:00:00 GMT+0000 (Coordinated Universal Time) — Sat Nov 01 2008 00:00:00 GMT+0000 (Coordinated Universal Time)
Axxcess Capital
Regional Vice President
Sun May 01 2005 00:00:00 GMT+0000 (Coordinated Universal Time) — Thu Nov 01 2007 00:00:00 GMT+0000 (Coordinated Universal Time)
Behringer
Regional Vice President
Sat Feb 01 2003 00:00:00 GMT+0000 (Coordinated Universal Time) — Fri Apr 01 2005 00:00:00 GMT+0000 (Coordinated Universal Time)
Bbva Compass
Platform Manager - Investment Sales
Fri Nov 01 2002 00:00:00 GMT+0000 (Coordinated Universal Time) — Wed Jan 01 2003 00:00:00 GMT+0000 (Coordinated Universal Time)
Essex National Securities
Regional Vice President
Fri Feb 01 2002 00:00:00 GMT+0000 (Coordinated Universal Time) — Tue Oct 01 2002 00:00:00 GMT+0000 (Coordinated Universal Time)
John Hancock
Internal Wholesaler
Mon Mar 01 1999 00:00:00 GMT+0000 (Coordinated Universal Time) — Tue Jan 01 2002 00:00:00 GMT+0000 (Coordinated Universal Time)
Granite Bank Of New Hampshire
Financial Consultant
Fri May 01 1998 00:00:00 GMT+0000 (Coordinated Universal Time) — Fri Jan 01 1999 00:00:00 GMT+0000 (Coordinated Universal Time)
Royal Bank Of Scotland Citizens Financial
Financial Consultant
Fri Mar 01 1996 00:00:00 GMT+0000 (Coordinated Universal Time) — Fri May 01 1998 00:00:00 GMT+0000 (Coordinated Universal Time)Skills
Languages
Charles Barry Email Addresses
FAQ About Charles Barry
-
Charles Barry is located at
Plano, Texas, United States -
Charles Barry is a
Proven sales leader with marketing and business development expertise. Has an extensive record of accomplishments driving multi-million dollar revenue growth and gaining market position in competitive climates. Equity Raising Capital Markets Charles has long time experience specializing in the promotion and introduction of Financial Services products such as 1031 DST programs, Opportunity Zone Funds, Oil, Gas & energy investments, Fixed, Variable & Indexed Annuities, Real Estate Securities (REIT, LP, BDC), Mutual Funds, Life Insurance, Long Term Care, etc. He as considerable experience in developing new markets, launching and positioning complex financial products, nurturing business relationships, developing and strengthening distribution channels. He is well know, well liked and respected throughout the national network of Independent Broker-Dealers and Registered Investment Advisors. He is experienced in capital raising for multiple funds, product design, distribution and acquiring selling agreements. Charles has extensive experience in Key Account Management, External Wholesaler and as an industry consultant. He is considered an excellent public speaker. Charles possess Series 7, 6, 24, 26, 65 & 63 securities licenses, Texas Group 1 insurance license and a Texas real estate license. He is certified to create a course, teach that course and award CE credits nationally to CFP/CLU/ChFC designees. The focus of his career for over the past 15 years has been the distribution and wholesaling of financial products to the independent broker dealer and RIA community. CORE COMPETENCIES • Sales & Marketing • Communication Skills • Analytical Abilities • Team Leadership • Securities Knowledge • Business Development Contact Information: [email protected] Please contact me with any securities sales, marketing and business development opportunities. www.BrokerCheck.com Metric Financial -
Charles Barry currently works in the
Metric Financial -
Charles Barry specializes in
Proven sales leader with marketing and business development expertise. Has an extensive record of accomplishments driving multi-million dollar revenue growth and gaining market position in competitive climates. Equity Raising Capital Markets Charles has long time experience specializing in the promotion and introduction of Financial Services products such as 1031 DST programs, Opportunity Zone Funds, Oil, Gas & energy investments, Fixed, Variable & Indexed Annuities, Real Estate Securities (REIT, LP, BDC), Mutual Funds, Life Insurance, Long Term Care, etc. He as considerable experience in developing new markets, launching and positioning complex financial products, nurturing business relationships, developing and strengthening distribution channels. He is well know, well liked and respected throughout the national network of Independent Broker-Dealers and Registered Investment Advisors. He is experienced in capital raising for multiple funds, product design, distribution and acquiring selling agreements. Charles has extensive experience in Key Account Management, External Wholesaler and as an industry consultant. He is considered an excellent public speaker. Charles possess Series 7, 6, 24, 26, 65 & 63 securities licenses, Texas Group 1 insurance license and a Texas real estate license. He is certified to create a course, teach that course and award CE credits nationally to CFP/CLU/ChFC designees. The focus of his career for over the past 15 years has been the distribution and wholesaling of financial products to the independent broker dealer and RIA community. CORE COMPETENCIES • Sales & Marketing • Communication Skills • Analytical Abilities • Team Leadership • Securities Knowledge • Business Development Contact Information: [email protected] Please contact me with any securities sales, marketing and business development opportunities. www.BrokerCheck.com -
Charles Barry speaks the following languages:
No languages available. -
Charles Barry has prior experience in the following industries:
Croatan Investments , Madison Capital , Capital Square 1031 , Mbd Solutions , Megatel Capital Investment , Dahn America Mini U Storage , John Henry Oil , Axxcess Capital , Texas Based Oil Drilling , Mackenzie Capital Management , Gk Development , Core Realty Holdings , Axxcess Capital , Behringer , Bbva Compass , Essex National Securities , John Hancock , Granite Bank Of New Hampshire , Royal Bank Of Scotland Citizens Financial -
Charles Barry has the following professional experience:
Metric Financial , Croatan Investments , Croatan Investments , Madison Capital , Capital Square 1031 , Mbd Solutions , Megatel Capital Investment , Dahn America Mini U Storage , John Henry Oil , Axxcess Capital , Texas Based Oil Drilling , Mackenzie Capital Management , Gk Development , Core Realty Holdings , Axxcess Capital , Behringer , Bbva Compass , Essex National Securities , John Hancock , Granite Bank Of New Hampshire , Royal Bank Of Scotland Citizens Financial . -
You can view Charles Barry’s
LinkedIn profile at LinkedIn URL. -
Charles Barry’s work email addresses are
[email protected] . -
Charles Barry works at
Metric Financial
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