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Chris Ekstrom Location
Charlotte, NC, US
Chris Ekstrom Work
Vice President, Registered Academy Manager @ (May 2022 - Present)
Financial Solutions Advisor @ (April 2020 - May 2022)
Preferred Relationship Manager @ (February 2019 - April 2020)
Board Member @ (December 2016 - January 2019)
Management and Business Development @ (January 2018 - October 2018)
Investment Advisor @ (April 2015 - January 2018)
Chris Ekstrom Education
University of North Carolina Wilmington
Bachelor of Science (Business Administration)
1999-2003
Charlotte Latin School 1995-1999
Chris Ekstrom Skills
Banking
Coaching
Consultative Selling
Finance
GTM Enablement
Go-to-Market Strategy
Leadership Development
Learning & Development Solutions
Learning Experience Design
Presentation Skills
Recruiting
Sales Coaching
Sales Enablement
Sales Management
Sales Pipeline Management
Sales Presentations
Sales Processes
Sales Strategy
Solution Selling
Talent Development
Training
Estate Planning
Microsoft Word
Wealth Management
Securities
Financial Analysis
Risk Management
Retirement Planning
Sales
Investments
Variable Products
Financial Services
Retirement Income Strategies
Income Protection
Derivatives
Financial Advisory
Investment Strategies
Financial Planning
Insurance
Employee Benefits
Life Insurance
Disability Insurance
Asset Management
Chris Ekstrom Summary
Chris Ekstrom, based in Charlotte, NC, US, is currently a Vice President, Registered Academy Manager at Bank of America Merrill Lynch. Chris Ekstrom brings experience from previous roles at Bank of America Merrill Lynch, Fifth Third Bank, Charlotte Business Group and ARTHUR'S. Chris Ekstrom holds a 1999 - 2003 Bachelor of Science in Business Administration @ University of North Carolina Wilmington. With a robust skill set that includes Banking, Coaching, Consultative Selling, Finance, GTM Enablement and more. Chris Ekstrom has 3 emails and 1 mobile phone numbers on RocketReach.
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