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
- Senior Financial Advisor, Assistant Vice President @ (October 2018 - Present)
- Financial Advisor @ (May 2014 - October 2018)
- Financial Advisor @ Morgan Stanley Smith Barney (September 2007 - May 2014)
- AVP - Treasury Manager @ Flagship Credit Corporation (April 2007 - September 2007)
- AVP - Asset Liability Manager @ (September 2001 - April 2007)
- Senior Accountant @ (July 1997 - September 2001)
- Mortgage Consultant @ (June 1996 - July 1997)
Christopher Bryan Education
- Rutgers University
Bachelor's Degree
1992-1996
Christopher Bryan Skills
- Business Exit Planning
- Business Exit Strategies
- Business Retirement Plans
- Business Succession Planning
- Corporate Retirement Plans
- Estate Planning Strategies and Wealth Transfer
- Family Wealth Management Strategies
- Family Wealth Transfer
- Generational Wealth Planning
- Goals Based Wealth Management
- Investment Advice
- Retirement Planning and Forecasting
- Small Business Retirement Plans
- Succession Planning
- 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
- 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 Business Exit Planning, Business Exit Strategies, Business Retirement Plans, Business Succession Planning, Corporate Retirement Plans and more. Christopher Bryan has 2 emails and 4 mobile phone numbers on RocketReach.
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