Chip Sroufe Email & Phone Number
Senior Relationship Manager @ The C.O.R.E. Group
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Chip Sroufe Location
- Chandler, AZ, US
Chip Sroufe Work
- 2003 -now Senior Relationship Manager @
- 2002 -2003 Regional VP, Business Development @ Linsco Private Ledger
- 2001 -2001 Regional Vice President @ Lincoln Benefit Life
- 1997 -2001 Associate Vice President @
Chip Sroufe Education
- Arizona State University
BA (History)
1995-1998 - College of the Desert
A (Communications)
1989-1992
Chip Sroufe Skills
- Client Engagement
- Client Development
- Client Acquisition
- Public Speaking
- Financial Planning
- Financial Modeling
- Insurance
- Insurance Planning
- Annuities
- Long Term Care
- Practice Management
- Practice Development
- Setting clear expectations
- Goal Setting
- Business Planning
- Following through
- Business Coaching
- Executive Mentoring
- Financial Planners
- Long-term Care
- Strategic Financial Planning
- Fixed Annuities
- Investments
- Customer Acquisition
- Risk Management
- Executive Development
- Long Term Care Insurance
- Customer Engagement
- Relationship Management
- Strategy
- Asset Management
- Retirement Planning
- Retirement
- Financial Advisory
- Asset Allocation
- Mutual Funds
- Estate Planning
- Wealth Management Services
- Life Insurance
- Investment Advisory
- Portfolio Management
- IRAs
- 401k
- Series 63
- Wealth Management
- Wealth
- Variable Annuities
- Disability Insurance
- Series 7
- Securities
- Solutions
Chip Sroufe Summary
- Chip Sroufe, based in Chandler, AZ, US, is currently a Senior Relationship Manager at The C.O.R.E. Group. Chip Sroufe brings experience from previous roles at Linsco Private Ledger, Lincoln Benefit Life and Morgan Stanley. Chip Sroufe holds a 1995 - 1998 BA in History @ Arizona State University. With a robust skill set that includes Client Engagement, Client Development, Client Acquisition, Public Speaking, Financial Planning and more. Chip Sroufe has 2 emails and 3 mobile phone numbers on RocketReach.
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