Chris Roehm Email & Phone Number
Registered Representative | Advanced Planning Strategies with Life Insurance and Qualified Plans @ Lion Street
Chris Roehm Location
Fort Lauderdale, FL, US
Chris Roehm Work
- 2021 - now Wealth Advisor | Specialist in Cash Balance Plans @ Csenge Advisory Group
- 2008 - now Registered Representative | Advanced Planning Strategies with Life Insurance and Qualified Plans @ Lion Street
- 2006 - 2008 Director of Law Firm Relations @ Udell Associates
- 1989 - 2006 Dealer Sales @ LexisNexis
- 1982 - 1984 Student Manager @ Southwestern Advantage
Chris Roehm Education
- University of Florida
Bachelor of Science Agriculture (Food Science)
1980 - 1985
Chris Roehm Skills
- Life Insurance
- Business Strategy
- Valuation
- Strategic Planning
- Tax
- Business
- Asset Protection
- Succession Planning
- Business Development
- Mergers & Acquisitions
Chris Roehm Summary
Chris Roehm, based in Fort Lauderdale, FL, US, is currently a Registered Representative | Advanced Planning Strategies with Life Insurance and Qualified Plans at Lion Street. Chris Roehm brings experience from previous roles at Csenge Advisory Group, Udell Associates, LexisNexis and The Southwestern Company. Chris Roehm holds a 1980 - 1985 Bachelor of Science Agriculture in Food Science @ University of Florida. With a robust skill set that includes Life Insurance, Business Strategy, Valuation, Strategic Planning, Tax and more. Chris Roehm has 4 emails and 3 mobile phone numbers on RocketReach.
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