Chris Proctor Email & Phone Number
Chief Investment Officer @ Legacy Financial Strategies, LLC
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Chris Proctor Location
- Leawood, KS, US
Chris Proctor Work
- 2018 -now Chief Investment Officer @
- 2008 -2018 Senior Regional Vice President @ MainStay Investments / IndexIQ
- 2003 -2008 401(k) District Manager @ ADP Retirement Services
- 2002 -2003 Financial Advisor @
- 1997 -2001 Client Portfolio Manager @ JPMorgan/American Century RPS
- 1996 -1997 Business Analyst @
Chris Proctor Education
- Kansas State University
Accounting (Accounting/Finance/Economics)
1991-1995 - Washburn Rural High School
High School
1987-1991
Chris Proctor Skills
- Series 7
- Series 63
- Series 66
- Life & Health Insurance Licenses
- Financial Services
- Asset Allocation Product Knowledge
- Mutual Fund Product Knowledge
- Equity Product Knowledge
- Fixed Income Product Knowledge
- Mixed Asset Product Knowledge
- Wealth Management Solutions
- Investment Products
- Securities Industry
- Thought Leadership
- Relationship Management
- Annuity Product Knowledge
- Guaranteed Income Solutions
- Value Add Knowledge
- Series 6
- Securities
- Investments
- Asset Management
- Portfolio Management
- Insurance
- Leadership
- Microsoft Office
- Marketing
- Business Strategy
- Management
- Services
- Life And Health Insurance Licenses
Chris Proctor Summary
- Chris Proctor, based in Leawood, KS, US, is currently a Chief Investment Officer at Legacy Financial Strategies, LLC. Chris Proctor brings experience from previous roles at MainStay Investments / IndexIQ, ADP Retirement Services, Morgan Stanley and JPMorgan/American Century RPS. Chris Proctor holds a 1991 - 1995 Accounting in Accounting/Finance/Economics @ Kansas State University. With a robust skill set that includes Series 7, Series 63, Series 66, Life & Health Insurance Licenses, Financial Services and more. Chris Proctor has 2 emails and 1 mobile phone numbers on RocketReach.
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Top Legacy Financial Strategies, LLC Employees
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