Jim Bishop

Current

Financial Advisor at Merrill Lynch
Director at Gold Star Referral Clubs

Past

Financial Advisor at Morgan Stanley Smith Barney
Director of Business Development/Franchise Sales at Weichert Realtors
Director of Business Development/Franchise Sales at Realogy Corporation

Director of Business Development/Franchise Sales at Cendant Corporation
President/CEO at Personal Communications (Cellular)
Retail Controller/Special Projects at Safelite Glass
Retail Operations Manager at Micro Center
Operations Manager at ComputerLand

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5 more...

Education

The Ohio State University - The Max M. Fisher College of Business
Cornell University
Columbus Academy

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Recommended

6 people have recommended Jim

Connections

406 connections

Industry

Financial Services

Websites

Jim Bishop’s Summary

I have over 25 years of business and entrepreneurial experience working as a controller, an analyst, a consultant and as a business owner.

I help my clients with a comprehensive financial plan to help them identify and prioritize their goals. I do not charge for this process because it is too important to skip and to valuable to put a fair value on. The financial plan helps you with the key questions.

1) At what age do you want to retire?
2) What income do you need to retire on?
3) How much capital (savings) do you need to generate that income?
4) How much do you need to put away monthly to achieve that?
5) What rate of return do you need to make it all work?

If the goal is not retirement, then change the work and the date to education or buy a vacation home.

Jim Bishop’s Specialties:

Financial Analysis
Goal Setting
Comprehensive Financial Planning
Retirement Plans
Mergers & Acquisitions
Business Consulting
Business Planning

Jim Bishop’s Experience

Financial Advisor

Merrill Lynch

(Public Company; BAC; Financial Services industry)

November 2009 — Present (1 month)

I work with my clients to help them prioritize their financial goals and help them create a plan to achieve their goals and dreams. I gain new clients from referrals and financial education workshops I give to companies employees at their workplaceas well as from the many groups I have been involved with.
Director

Gold Star Referral Clubs

(Privately Held; Telecommunications industry)

April 2009 — Present (8 months)

Help with the formation and growth of Gold Star Referral Clubs that meet for the purpose of giving and receiving referrals. Gold Star members benefit by growing their business through the help of the relationships they form in their clubs.
Financial Advisor

Morgan Stanley Smith Barney

(Public Company; MS; Investment Management industry)

April 2007 — November 2009 (2 years 8 months)

I work with my clients to help them prioritize their financial goals and help them create a plan to achieve their goals and dreams. I gain new clients from referrals and financial education workshops I give to companies employees at their workplaceas well as from the many groups I have been involved with.

A common savings goal is retirement. I will give you advice on how to maximize the investment options at your company and what your options are when you no longer work there. The key however is the financial plan, so lets talk about what that means for you.
Director of Business Development/Franchise Sales

Weichert Realtors

(Privately Held; 10,001 or more employees; Real Estate industry)

July 2006 — April 2007 (10 months)

• Business Development, Mergers & Acquisitions
• Multi State Territory Management
• Data research and analysis of Real Estate Markets
Director of Business Development/Franchise Sales

Realogy Corporation

(Public Company; 5001-10,000 employees; Real Estate industry)

February 2004 — July 2006 (2 years 6 months)

Realogy was spun off from Cendant in 2006. I am listing this to be noticed under both organizations.
Director of Business Development/Franchise Sales

Cendant Corporation

(Public Company; 10,001 or more employees; Real Estate industry)

February 2004 — July 2006 (2 years 6 months)

• Managed the Ohio and Indiana Territories for the ERA Brand
• Top Franchise Sales Director for ERA Midwest Region in 2005
• Left in July 2006 at 82% of Annual Quota
• Presentations to Sales Groups from all Brands and Regions on Technology, Data Harvesting, and “Best Practices”
• Daily Responsibilities include Prospecting, Pipeline Management, and Prospect follow up
• Data research and analysis of Real Estate Markets utilizing Realtor.org, MLS, and available other sources
President/CEO

Personal Communications (Cellular)

(Financial Services industry)

1991 — 2004 (13 years )
Retail Controller/Special Projects

Safelite Glass

(Financial Services industry)

1989 — 1991 (2 years )
Retail Operations Manager

Micro Center

(Privately Held; 1001-5000 employees; Retail industry)

1988 — 1989 (1 year )
Operations Manager

ComputerLand

(Privately Held; CPU; Information Technology and Services industry)

1985 — 1989 (4 years )

Jim Bishop’s Education

The Ohio State University - The Max M. Fisher College of Business

1981 — 1985
Cornell University

1978 — 1982
Columbus Academy

Additional Information

Jim Bishop’s Websites:

Jim Bishop’s Interests:

SPIN Selling Training Open Networking Events Soccer, Tennis, Football, Tailgates

Jim Bishop’s Groups:

Past President Dublin Soccer League
International Franchise Association
Networking Leaders Association

Cornell University Alumni Network
Executive Suite
Fisher College of Business at The Ohio State University
Ohio State University Alumni Association
Ohio 100 Linked
LinkedColumbus
Columbus Academy Alumni Association
Keller Williams Agents Networking
Cendant Alumni
Wind Energy Professionals
Morgan Stanley Active & Alumni
Detroit Young Professionals
Huthwaite Alumni (Dedicated to Improving Sales Performance from the Creators of SPIN Selling)
Franchise Networking
MLM Pros
The Realogy Network
LI Detroit
Cold Call Professional
Gold Star Referral Clubs
REALTOR®
Real Estate M&A Group
Estate Planning
Spin Selling
Ivy League Entrepreneurs and Business Owners
Franchise Profitability Networking Professionals
Better Homes and Gardens® Real Estate
Sales Training Execution
Positive Connections Business Network
SpeakerSite
Trusts and Estates Network
Realty Services - (Real Estate, Property Management, Investments, Apartment Locating)
REAL ESTATE BROKERAGES FOR SALE
Teleseminar Tips
LOVE OPEN NETWORKING
Cornell University Real Estate
ReInvent Real Estate Forum South and Southwest
Real Estate and Home Staging FYI
Columbus Power Networking!
WINUSAEXPO
Non-MLM Network Marketing
People & Properties
Multi-level marketing (MLM) - Network Marketing Group
Century 21 Careers
Detroit Networking and Referral Clubs
Gold Star Club - New Albany Ohio