Paul B. Woodard
Arlington,TX
Overview
44
44
years of professional experience
10
10
years of post-secondary education
Work History
Senior IT Operations Analyst
Conduent
07.2024 - 05.2025
- Led Major Incident Management operations across teams in Sandy, UT & Hermosillo, Mexico.
- Ensured resolution of critical issues and maintained communication with senior stakeholders.
Financial Services Advisor
MassMutual Life Investor Services | Summit Financial Group, Inc | New York Life
05.2019 - 05.2023
- Supported senior advisors in portfolio modeling, client review preparation, and practice management on the Envestnet platform.
- Led efforts in client segmentation, review scheduling, and investment portfolio analysis.
- Provided tailored insurance recommendations across proprietary and nonproprietary products including life, disability, and long-term care.
- Streamlined sales processes by integrating platform tools, enhancing communication, and fostering a cohesive team environment.
Regional Vice President | Senior Wealth Management Consultant
MetLife Securities / MassMutual Life Investor Services
06.2004 - 04.2019
- Managed an eight-state territory across twelve firms in the south-central U.S.
- Increased proprietary wealth management sales from $300M to $672M within two years.
- Implemented regional partnerships and oversaw product education and business development.
- Led integration of firm mergers, mentored junior team members, and rolled out new management platforms.
Sergeant First Class | Senior Non-Commissioned Officer
United States Army
12.1980 - 04.2005
- Directed training for 250+ soldiers and led instructor teams.
- Managed $17M+ in assets and logistics for mission-critical deployments.
- Earned the Meritorious Service Medal and additional leadership commendations.
Regional Vice President | External Wholesaler
Walnut Street Securities
06.2000 - 12.2004
- Managed an eight-state Southwest U.S. region, supporting over 400 agents and advisors with sales strategies, product marketing, and case consultations, generating over $110M annually.
- Collaborated with management and producers to expand annuity sales for General American and MetLife Investors through client prospecting and opportunity development.
- Directed regional execution of key organizational changes, including the 2003 Nathan & Lewis-Walnut Street merger and the 2004 formation of the MetLife Broker-Dealer Group.
Equities Trader | Vice President | President & Principle
Rupay-Barrington Securities
Arlington, TX
04.1997 - 05.2000
- Equities Trader for boutique broker-dealer and investment advisory firm, with clientele consisting of high-net-worth individuals and institutions.
- Daily management of the trade desk and interfacing with the firm's portfolio management team and investment committee.
- Manage broker-dealer operations to include trading, account management, client transition services, and compliance.
Education
Bachelor of Arts - Political Science And History
Texas A&M University
College Station, TX 08.1987 - 05.1990
Master of Arts - International Relations
University of North Texas
Denton, TX 08.1990 - 12.1997
Timeline
Senior IT Operations Analyst
Conduent
07.2024 - 05.2025
Financial Services Advisor
MassMutual Life Investor Services | Summit Financial Group, Inc | New York Life
05.2019 - 05.2023
Regional Vice President | Senior Wealth Management Consultant
MetLife Securities / MassMutual Life Investor Services
06.2004 - 04.2019
Regional Vice President | External Wholesaler
Walnut Street Securities
06.2000 - 12.2004
Equities Trader | Vice President | President & Principle
Rupay-Barrington Securities
04.1997 - 05.2000
Master of Arts - International Relations
University of North Texas
08.1990 - 12.1997
Bachelor of Arts - Political Science And History
Texas A&M University
08.1987 - 05.1990
Sergeant First Class | Senior Non-Commissioned Officer
United States Army
12.1980 - 04.2005