Chris Merla Email & Phone Number
Chief Operations Officer @ Lion Street
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Chris Merla Location
- Austin, TX, US
Chris Merla Work
- Chief Operations Officer @ (May 2022 - Present)
- Chief Operations Officer @ (February 2015 - May 2022)
- Senior Examiner @ (June 2013 - February 2015)
- Manager, Liceinsing and Registration @ NFP Advisor Services Group (October 2010 - June 2013)
- Rep Support Specialist @ NFP Advisor Services Group (February 2004 - October 2010)
Chris Merla Education
- St. Edward's University
Bachelors (Business Management, Finance)
2001-2003
Chris Merla Skills
- EOS
- Wealth Management
- Series 7
- Series 24
- FINRA
- Series 63
- Mutual Funds
- Securities
- Investment Advisory
- Project Management
- Finance
- Retirement Planning
- Alternative Investments
- AML
- Retirement
- Financial Services
- Anti Money Laundering
- Public Speaking
- Customer Service
- Broker-Dealer
- Uniform Combined State Law
- Department Budgeting
- Series 6
- Communication Skills
- Innovation
Chris Merla Summary
- Chris Merla, based in Austin, TX, US, is currently a Chief Operations Officer at Lion Street. Chris Merla brings experience from previous roles at Intrua Financial, LPL Financial and NFP Advisor Services Group. Chris Merla holds a 2001 - 2003 Bachelors in Business Management, Finance @ St. Edward's University. With a robust skill set that includes EOS, Wealth Management, Series 7, Series 24, FINRA and more. Chris Merla has 2 emails and 2 mobile phone numbers on RocketReach.
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