Cary Fry

Senior Vice President of Firm

Cary Fry is a high-skilled professional, working in Lion Street main office of which is in 1. on the position of Senior Vice President of Firm Development since 2016. Cary Fry has earned professional experience in more than seven positions at different companies. Cary Fry went to the Eastern New Mexico University and got education from 2012. Cary has these professional qualifications: Finra Series 6,7,24,26,53,63,65 and Financial Industry Regulatory Authority (Finra). Denver, Colorado is the city, where this person was known to settle. The professional's email address and phone number are easily accessed through this website by request.
Name variants:
Carey Fry
Last updated Jul 05, 2024

Contact Information

Last Update
Jul 11, 2022
Email
ca**@comcast.net, cf**@lionstreet.com
Location
Denver, CO
Company
Lion Street

Workplace

Senior Vice President of Firm Development

Work History

Senior Vice President of Firm Development

515 Congress Ave SUITE 2500, Austin, TX 78701
Responsible for the selection and firm growth support of industry-leading, elite life insurance producers as they become Lion Street Owners. Lion Street, Inc. is a privately held national fi...
Feb 2016 — Dec 2019

Chief Financial Officer

8055 east Tufts Ave, Denver, CO 80237
I provide executive leadership and management of Skywriter MD's financial organization which includes financial, human resources, sales and marketing department oversight, financial forecas...
Feb 2015 — Nov 2015

Regional Field Director

10 Hudson Yards, New York, NY
Provided regional leadership to new and developing agencies in all aspects of sales, growth and profitability for more than 23 locations in the West. This included support in recruiting, fin...
Feb 2012 — Feb 2015

Regional Vice President

Minnesota
Led sales and marketing division of company representing one-third of the United Stated and 28 locations.Led firms to reach production and net advisor growth objectives within assigned divis...
2007 — 2008

Vice President of Distribution

2920 south 84Th St, Lincoln, NE 68532
Developed and implemented territorial financial services business strategies that encompassed 9 states and 750 plus producers - increased sales between 15% and 37% over prior year. Recruited...
2002 — 2007

Managing Associate

Partner in building a start-up financial services firm. Built firm infrastructure, marketing objectives and sales strategy. Served as lead for firm’s fee based financial planning initiative...
Jun 2000 — Nov 2002

Manager, Financial Services

Newark, NJ
Developed financial advisors to sell insurance and investment products following successful development of own clientele.
1995 — 2000

Occupations

Executive
Senior Vice President
Accountant
Finance and Accounting Specialist
Advisor
Owner
Financial Director
HR Specialist
Human Resources Specialist
Investor
Vice President
Chief Executive
Accounting Bookkeeper
Bookkeeper
Financial Officer
Financial Manager
Recruitment

Skills

Leadership
Estate Planning
Series 63
Financial Planners
Fixed Annuities
Insurance
Retirement Planning
Financial Planning
Iras
Investments
401K
Strategic Planning
Roth Ira
Investment Advisory
Strategy
Financial Services
Asset Allocation
Wealth Management
Life Insurance
Mutual Funds
Finra
Agency Leadership
Wealth Accumulation
Building High
Disability Insurance
Uniform Combined State
Series 24
401K Rollovers
Business Coaching
Strategic Financial
Term Life Insurance
Retirement
Series 65
Series 7
Securities
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