Associate VP - Eastern US I Hybrid - AZ, CA @ (March 2015 - May 2016)
Financial Advisor @ (May 2014 - March 2015)
Associate Vice President @ Diversified Residential Group, LLC (July 2013 - December 2013)
Vice President Strategic Sales @ (July 2009 - June 2012)
Regional Vice President @ KBS Capital Markets Group (February 2007 - July 2009)
Senior Internal Wholesaler @ (January 2004 - February 2007)
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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