Charlie Latimer
Vice President of Business Development
Professional Overview
Charlie Latimer is an accomplished financial services executive with over 20 years of experience in institutional sales, business development, and national sales leadership roles. As the Vice President of Business Development at TradePMR, he leverages his deep industry expertise and client-centric approach to drive strategic growth initiatives and foster strong partnerships with financial advisors and institutions.
Experience Summary
Current Role
As the Vice President of Business Development at TradePMR, Charlie is responsible for developing and implementing effective business development strategies to expand the company's client base and market reach. He oversees a team of sales professionals and works closely with the executive leadership to align business development efforts with the firm's overall growth objectives. Under his leadership, TradePMR has successfully onboarded several high-profile clients and expanded its presence in key markets.
Career Progression
Prior to joining TradePMR, Charlie held senior sales and leadership roles at prominent financial services firms, including Interactive Brokers, E*TRADE Advisor Services, and TD Ameritrade Institutional. In these positions, he demonstrated a strong track record of driving revenue growth, fostering strategic partnerships, and building effective sales teams. His experience in institutional sales, national sales management, and executive-level recruitment has equipped him with a comprehensive understanding of the financial services landscape.
Academic Background
Charlie holds a Bachelor's degree in Economics from the University of Pennsylvania, where he graduated with distinction. He also completed a prestigious research fellowship at the Federal Reserve Bank of New York, further enhancing his expertise in financial markets and economic analysis.
Areas of Expertise
- Institutional sales and business development
- Strategic partnership and client relationship management
- Sales team leadership and talent development
- Financial services industry trends and regulatory compliance
- Quantitative analysis and market research
Professional Impact
During his career, Charlie has spearheaded numerous successful initiatives that have had a significant impact on his employers and the broader financial services industry. He has been recognized for his ability to identify and capitalize on emerging market opportunities, as well as his skill in building high-performing sales teams and fostering strong client relationships. Charlie's contributions have consistently translated into tangible business growth and improved market positioning for the organizations he has served.
Conclusion
With his extensive experience, strategic mindset, and proven track record of success, Charlie Latimer is poised to continue driving significant growth and innovation at TradePMR. His deep industry expertise, coupled with his collaborative leadership style and client-centric approach, make him a valuable asset in the evolving financial services landscape.
