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Christopher Lundberg Location
Phoenix, AZ, US
Christopher Lundberg Work
2024 -now Managing Director, Head of Strategy and Sales Operations @
2022 -2024 Director, Strategy @
2016 -2024 Vice President, Sales Desk Manager @
2015 -2016 Associate VP - Eastern US I Hybrid - AZ, CA @
2014 -2015 Financial Advisor @
2013 -2013 Associate Vice President @ Diversified Residential Group, LLC
2009 -2012 Vice President Strategic Sales @
2007 -2009 Regional Vice President @ KBS Capital Markets Group
2004 -2007 Senior Internal Wholesaler @
Christopher Lundberg Education
Bucknell University 1999-2003
Christopher Lundberg Skills
Series 7
Series 63
Retirement Planning
Series 24
Investments
Fixed Annuities
Long-term Care
Indexed Annuities
REITs
Series 6
Variable Annuities
Sales Management
Life Insurance
Mutual Funds
Asset Allocation
New Business Development
Sales Logix
Salesforce.com
Business Development
Compass
Cold Calling
Strategic Planning
Sales Operations
Sales
B2B
C Level Selling
Marketing
WebEx
Account Management
Separately Managed Accounts
Retirement
Private Equity
Private Placements
BDCs
Interval Funds
Leadership
PowerPoint
Public Speaking
Microsoft Word
Long Term Care
Management
Separately Managed
Services
Christopher Lundberg Summary
Christopher Lundberg, based in Phoenix, AZ, US, is currently a Managing Director, Head of Strategy and Sales Operations at Stockbridge. Christopher Lundberg brings experience from previous roles at Apollo Global Management Inc., Griffin Capital Securities, LLC, Walton Group of Companies and Allstate Financial Services, LLC. Christopher Lundberg holds a 1999 - 2003 Bucknell University. With a robust skill set that includes Series 7, Series 63, Retirement Planning, Series 24, Investments and more. Christopher Lundberg has 3 emails and 1 mobile phone numbers on RocketReach.
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