Chris Fallin Email & Phone Number
Compliance and Portfolio Analyst @ Independent Advisor Alliance
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Chris Fallin Location
- Charlotte, NC, US
Chris Fallin Work
- 2016 - now Compliance and Portfolio Analyst @
- 2015 - 2016 Brokerage Specialist @
- 2009 - 2015 Financial Advisor @
- 2008 - 2009 Financial Advisor @
- 2008 - 2009 Investment Specialist @
- 2006 - 2008 Platinum Relationship Manager @
Chris Fallin Education
- Appalachian State University
Bachelor of Science (Criminal Justice, Police Science)
1997 - 1999
Chris Fallin Skills
- Finance
- Retirement Planning
- Investments
- Wealth Management
- Mutual Funds
- Microsoft Excel
- Risk Management
- Financial Analysis
- Sales
- Process Improvement
Chris Fallin Summary
- Chris Fallin, based in Charlotte, NC, US, is currently a Compliance and Portfolio Analyst at Independent Advisor Alliance. Chris Fallin brings experience from previous roles at Aon, Wells Fargo Advisors, Bank of America and Bank of America Merrill Lynch. Chris Fallin holds a 1997 - 1999 Bachelor of Science in Criminal Justice, Police Science @ Appalachian State University. With a robust skill set that includes Finance, Retirement Planning, Investments, Wealth Management, Mutual Funds and more. Chris Fallin has 3 emails and 1 mobile phone numbers on RocketReach.
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