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
- Chief Investment Officer @ (May 2018 - Present)
- Senior Regional Vice President @ MainStay Investments / IndexIQ (May 2008 - April 2018)
- 401(k) District Manager @ ADP Retirement Services (June 2003 - May 2008)
- Financial Advisor @ (February 2002 - June 2003)
- Client Portfolio Manager @ JPMorgan/American Century RPS (November 1997 - November 2001)
- Business Analyst @ (January 1996 - November 1997)
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
Andrew Rogers
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Kansas City, MO, US
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United States
Gretchen Vosburgh
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Leawood, KS, US
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Holly Tilden
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Prairie Village, KS, US
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Savannah, GA, US
Luanne Underwood
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Overland Park, KS, US
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David Dwyer
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Overland Park, KS, US
Jeff Hrabe
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Ellea Starkel
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