Chris W. Email & Phone Number
Vice President, Senior Financial Advisor @ Citizens Securities, Inc.
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Chris W. Location
- Estero, FL, US
Chris W. Work
- 2022 -now Vice President, Senior Financial Advisor @
- 2019 -2021 Vice President Relationship Manager Business Banking @
- 2019 -2021 Registered Representative @
- 2018 -2019 Vice President, Private Wealth Advisor and Private Banker @
- 2015 -2017 Associate Vice President Financial Solutions Advisor and Vice President Small Business Banking @
- 2013 -2015 Financial Advisor @
- 1999 -2013 Medical Device and Pharmaceutical Sales Representative @ Schering-Plough Synthes Conmed/Linvatec King Biosurgery
Chris W. Education
- Shippensburg University of Pennsylvania
Bachelor of Arts (Business Administration, Communication, Rhetoric)
Chris W. Skills
- Problem Solving
- Presentations
- Investment Planning
- New Business Development
- Coaching
- Written Communication
- Organization Skills
- Negotiation
- Lead Qualification
- Loan Portfolio Management
- Communication
- Credit Portfolio Management
- Leadership
- Sales
- Customer Service
- Investment Advisory
- Portfolio Management
- Financial Planning
- Non-profit Volunteering
- Commercial Banking
- Private Banking
- Business Development
- Business Planning
- Business-to-Business (B2B)
- Credit
- Loans
- Investments
- Wealth Management
- Management
- Series 7
- Series 66
- Operating Room Sales
- Non-profit Leadership
- FL 215-Life Health and Annuity
- Financial Advisory
- Business Relationship Management
- Banking
- Succession Planning
- Retirement Planning
- Board of Directors
- Training
- Credit Analysis
- Commercial Lending
- Pharmaceutical Sales
- Orthopedic Sales
Chris W. Summary
- Chris W., based in Estero, FL, US, is currently a Vice President, Senior Financial Advisor at Citizens Investment Services. Chris W. brings experience from previous roles at Wintrust Financial Corporation, Wintrust Wealth Management, Synovus and Bank of America Merrill Lynch. Chris W. holds a Bachelor of Arts in Business Administration, Communication, Rhetoric @ Shippensburg University of Pennsylvania. With a robust skill set that includes Problem Solving, Presentations, Investment Planning, New Business Development, Coaching and more. Chris W. has 1 emails and 1 mobile phone numbers on RocketReach.
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