Christina Close Email & Phone Number
Chief Operating Officer @ Heritage Financial Consultants LLC
5 free lookup(s). No credit card required.
If you need more lookups,
subscriptions start at $34 USD/month.
Christina Close Location
- Philadelphia, PA, US
Christina Close Work
- Chief Operating Officer @ (August 2025 - Present)
- Relationship Leader, Advisor Engagement @ Osaic (May 2025 - July 2025)
- Practice Management Consultant @ Osaic (May 2024 - May 2025)
- Practice Management Consultant @ (January 2020 - May 2024)
- AdviceNext Consultant @ (January 2015 - January 2020)
- Internal Sales Consultant @ (April 2013 - January 2015)
- Inbound Sales Representative @ (March 2012 - March 2013)
- Wholesaler Scheduler @ (October 2010 - March 2012)
Christina Close Education
- Saint Joseph's University 2006-2010
- Saint Joseph's University
Bachelor of Science (Psychology)
2006-2010
Christina Close Skills
- Microsoft Office
- Business Analysis
- Project Management
- Marketing
- Customer Service
- Retail
- Process Improvement
- Salesforce.com
- Series 7
- Public Speaking
- PowerPoint
- Series 63
- Team Leadership
- Sales
Christina Close Summary
- Christina Close, based in Philadelphia, PA, US, is currently a Chief Operating Officer at Heritage Financial Consultants LLC. Christina Close brings experience from previous roles at Osaic and Lincoln Financial Network. Christina Close holds a 2006 - 2010 Saint Joseph's University. With a robust skill set that includes Microsoft Office, Business Analysis, Project Management, Marketing, Customer Service and more.
Looking for a different Christina Close?
Find contact details for 700 million professionals.
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co