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Chris Grant Location
Warwick, RI, US
Chris Grant Work
Regional Vice President @ (January 2017 - Present)
RVP @ (January 2016 - January 2017)
Regional Vice President @ (May 2012 - December 2015)
Regional Vice President @ Sentinel Investments (August 2011 - May 2012)
Regional Vice President @ (May 2009 - August 2011)
Regional Vice President @ (April 2000 - May 2009)
Regional Manager @ (April 1997 - February 2000)
RIA Account Executive @ (April 1996 - April 1997)
Broker Dealer Sales Rep @ (September 1993 - April 1996)
Inbound Sales Representative @ (November 1991 - September 1993)
Chris Grant Education
Boston University
Bachelors of Arts (Economics)
1985-1989
Boston University
(Economics)
Chris Grant Skills
Mutual Funds
Series 63
Separately Managed Accounts
Series 6
Asset Allocation
Alternative Investments
Securities
401k
Investments
Retirement Planning
Asset Management
Wealth Management
ETFs
Retirement
Investment Strategies
Fixed Annuities
Insurance
Financial Advisory
IRAs
Investment Management
New Business Development
Series 24
Investment Advisory
Series 7
Financial Services
Account Management
Business Development
Strategic Planning
Mfs
Microsoft Office
Customer Service
Trading
Chris Grant Summary
Chris Grant, based in Warwick, RI, US, is currently a Regional Vice President at BNY. Chris Grant brings experience from previous roles at BNY Mellon, Sentinel Investments and MFS Investment Management. Chris Grant holds a 1985 - 1989 Bachelors of Arts in Economics @ Boston University. With a robust skill set that includes Mutual Funds, Series 63, Separately Managed Accounts, Series 6, Asset Allocation and more. Chris Grant has 2 mobile phone numbers on RocketReach.
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