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Chris Spencer Location
New York, NY, US
Chris Spencer Work
Founder and CEO @ (January 2014 - Present)
Representative @ (January 2014 - September 2023)
Financial Representative @ (January 2011 - January 2014)
Senior Vice President @ (January 2004 - January 2008)
Managing Partner @ (January 2000 - January 2004)
Chris Spencer Education
University of Delaware
Bachelor of Arts - BA (Economics)
1983-1988
Chris Spencer Skills
IRA's
Wealth Management
Annuities
401k Rollovers
Portfolio Management
Strategic Financial Planning
Tax
Strategic Financial
Multi Generational
401k's
Legal Advice
Htk
Multi Generational Planning
Long Term Care
Disability Insurance
Investment Advisory
Insurance
Retirement Planning
Securities
Life Insurance
Chris Spencer Summary
Chris Spencer, based in New York, NY, US, is currently a Founder and CEO at Neoni Wealth Strategies. Chris Spencer brings experience from previous roles at Hornor, Townsend & Kent, Northwestern Mutual, GFI Group and Trinity Brokers / subsidiary of Murphy & Durieu. Chris Spencer holds a 1983 - 1988 Bachelor of Arts - BA in Economics @ University of Delaware. With a robust skill set that includes IRA's, Wealth Management, Annuities, 401k Rollovers, Portfolio Management and more. Chris Spencer has 1 emails and 3 mobile phone numbers on RocketReach.
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