James Buro

Current

• President at Wall Street Speaking

Past

• Regional Marketing Director at PLANCO
• Regional Marketing Director at Hartford Insurance Group
• Vice President Sales at Essex Corporation/Essex National Securities

• Financial Advisor at Merrill Lynch
• Vice President - Branch Manager at Baraban Securities

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2 more...

Education

• Rutgers, The State University of New Jersey-Newark

Connections

26 connections

Industry

Financial Services

James Buro’s Summary

I provide professional speaking, consulting, training, communication skills, and coaching services to the financial advisory community. Investment professional for over 20 years. I worked as a Financial Consultant with Merrill Lynch, Training Manager and Vice President - Sales with Essex Corporation, Regional Marketing Director with Hartford Life/Planco, Business Development Executive with the Kinder Institute of Life Planning. At Essex, a pioneer and industry leader in the distribution of mutual funds and annuities through commercial banks, I designed, developed, and delivered investment product and sales training to Financial Advisors throughout the United States. At Hartford Life/Planco, I supported the retirement planning efforts of Financial Advisors in the Metropolitan New York area. At Kinder, I worked to increase the visibility of holistic financial planning in the financial advisory profession.

I work with the financial advisory community to help them meet the needs of an emerging market of enlightened investors interested in understanding how money can better serve their lives on a daily basis.These investors are drawn to the idea of holistic financial planning and, in many cases, are requesting products and services that help them better align their investments with their values. Many are seeking companies with positive environmental, social and governance initiatives. They want objective, professional advice. I focus on encouraging financial advisors to better understand and serve these investors. I frequently speaks to business owners about how they can position their companies to benefit from these trends and achieve new levels of sustainable growth and profitability.

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James Buro’s Specialties:

Certified Financial Planner, CFA charterholder, Chartered Financial Consultant, and CPA in New Jersey. Member of: FPA, CFA Institute, New York Society of Security Analysts (NYSSA), New Jersey Society of CPAs (NJSCPA), Academy of Professional Speaking, Social Investment Forum, Former Chair of NYSSA’s Corporate Governance and Socially Responsible Investing Committees, Personal Financial Planning Committee of the NJSCPA

James Buro’s Experience

• President

  Wall Street Speaking

  (Financial Services industry)

  May 2002 — Present (7 years 7 months)

  Help Financial Advisors Make Dollars and Sense with Eloquence. Provide speaking, writing, coaching, and consulting services. Specialize in speaking and presentation skills for Financial Advisors

• Regional Marketing Director

  PLANCO

  (Privately Held; 501-1000 employees; Financial Services industry)

  July 2000 — May 2002 (1 year 11 months)

  Provided wholesaler and direct product sales and marketing support to over 7000 financial consultants at major wirehouses and regional broker-dealers in the metropolitan New York area.
  Mentored financial consultants via public seminars, formal training, and one-on-one coaching sessions.

• Regional Marketing Director

  Hartford Insurance Group

  (Public Company; 10,001 or more employees; HIG; Insurance industry)

  July 1997 — July 2000 (3 years 1 month)

  Performed senior relationship management duties in supporting the retirement planning efforts of 1500 Morgan Stanley financial advisors in thirteen states.
  Participated as a featured speaker in national, regional, and local conferences and seminars.

• Vice President Sales

  Essex Corporation/Essex National Securities

  (Financial Services industry)

  July 1991 — July 1997 (6 years 1 month)

  Vice President - Sales (3/94 – 7/97)
  Provided wholesaler and direct product sales and marketing support to over 500 financial consultants at several large commercial banks in the metropolitan New York area.
  
  Regional Training Manager (7/91 – 3/94)
  Designed, developed, and delivered product and sales training to over 1000 financial consultants throughout the United States

• Financial Advisor

  Merrill Lynch

  (Public Company; 10,001 or more employees; MER; Financial Services industry)

  September 1987 — February 1991 (3 years 6 months)

  Developed individual and business clientele in all major financial product and service areas.
  Built the business via seminars and professional networking.
  Recognized for outstanding performance by the Retirement Planning Division.

• Vice President - Branch Manager

  Baraban Securities

  (Financial Services industry)

  June 1984 — September 1987 (3 years 4 months)

  Managed the sales and marketing efforts of the financial consultants at Baraban’s home office.
  Designed, developed, and delivered sales, marketing, and time management training for all newly licensed financial consultants.

James Buro’s Education

• Rutgers, The State University of New Jersey-Newark

  BS , Economics/Accounting , 1976 — 1978

Additional Information

James Buro’s Interests:

Speaking, Reading, Writing, Traveling, Hiking, Coaching, Investing, Encouraging

James Buro’s Groups:

Financial Planning Association (FPA), FPA - New Jersey, New York Society of Securities Analysts, CFA Institute,New Jersey Society of CPAs, Academy Member of the National Speakers Association, Social Investment Forum, First Affirmative Financial Network - Subscriber Member

•    Green Speakers

James Buro’s Contact Settings

Interested In:

• consulting offers
• new ventures
• expertise requests
• business deals
• reference requests
• getting back in touch