Christopher Bryan Email & Phone Number
Senior Financial Advisor, Assistant Vice President @ Merrill Lynch
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Christopher Bryan Location
- Philadelphia, PA, US
Christopher Bryan Work
- 2018 -now Senior Financial Advisor, Assistant Vice President @
- 2014 -2018 Financial Advisor @
- 2007 -2014 Financial Advisor @
- 2007 -2007 AVP - Treasury Manager @ Flagship Credit Corporation
- 2001 -2007 AVP - Asset Liability Manager @
- 1997 -2001 Senior Accountant @
- 1996 -1997 Mortgage Consultant @
Christopher Bryan Education
- Rutgers University
Bachelor's Degree
1992-1996
Christopher Bryan Skills
- 401k
- 401(k) Rollovers
- Asset Allocation
- Business-Owner Planning
- Business-Succession Planning
- Deferred Compensation Plans
- Equities
- Finance
- Financial Advisory
- Financial Analysis
- Financial Risk
- Financial Services
- Fixed-Income Strategies
- Insurance
- Investments
- Investment Strategies
- Relationship Management
- Retirement Planning
- Risk Management
- Strategic Planning
- Strategy
- Tax–Efficient Strategies
- Wealth-Preservation Planning
- Concentrated Stock Management
- Business Succession
- Social Media
- Planning
- Stock Analysis
- Public Speaking
- Accounting
- Bonds
- Wealth Preservation Planning
- Financial Planning
- Annuities
- Estate Investment
- Wealth Preservation
- Estate Investment Planning
- Retirement Plan Consulting
- Concentrated Stock
- Mutual Funds
- Microsoft Office
- Exchange Traded Funds Etfs
- Credit
- Deferred Compensation
- Exchange Traded Funds
- Fixed Income Strategies
- Business Succession Planning
- Investment Planning
- Taxefficient Strategies
- 401k Rollovers
- Financial Reporting
- Business Owner Planning
- Retirement
- Retirement Plan
- Securities
- 401 Rollovers
Christopher Bryan Summary
- Christopher Bryan, based in Philadelphia, PA, US, is currently a Senior Financial Advisor, Assistant Vice President at Merrill Lynch Wealth Management. Christopher Bryan brings experience from previous roles at Wells Fargo Advisors, Morgan Stanley Smith Barney, Flagship Credit Corporation and GMACCM. Christopher Bryan holds a 1992 - 1996 Bachelor's Degree @ Rutgers University. With a robust skill set that includes 401k, 401(k) Rollovers, Asset Allocation, Business-Owner Planning, Business-Succession Planning and more. Christopher Bryan has 2 emails and 4 mobile phone numbers on RocketReach.
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