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Chris Grant Location
Warwick, RI, US
Chris Grant Work
2017 -now Regional Vice President @
2016 -2017 RVP @
2012 -2015 Regional Vice President @
2011 -2012 Regional Vice President @ Sentinel Investments
2009 -2011 Regional Vice President @
2000 -2009 Regional Vice President @
1997 -2000 Regional Manager @
1996 -1997 RIA Account Executive @
1993 -1996 Broker Dealer Sales Rep @
1991 -1993 Inbound Sales Representative @
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 emails and 2 mobile phone numbers on RocketReach.
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