Christopher Mallon Email & Phone Number
Senior Vice President, Program Manager | Registered LPL Investment Advisor and Principal @ The Capstone Planning Group | Located at Cornerstone Bank
5 free lookup(s). No credit card required.
If you need more lookups,
subscriptions start at $34 USD/month.
Christopher Mallon Location
- Boston, MA, US
Christopher Mallon Work
- 2023 -now Senior Vice President, Program Manager | Registered LPL Investment Advisor and Principal @
- 2019 -2023 Vice President, Program Manager and LPL Investment Advisor Representative @
- 2018 -2019 Consulting Project @
- 2014 -2017 Vice President, Advisor Consultant (External Wholesaler) @
- 2009 -2014 Regional Marketing Director (External Wholesaler and Advisor Consultant) @
- 2007 -2009 Sr. Regional Marketing Associate @
- 2006 -2007 Dealer Marketing Sales Representative @
- 2005 -2006 Client Service Representative @
Christopher Mallon Education
- Providence College
B.S. (Business Management Major)
2001-2005 - Providence College
Bachelor of Science - BS (BUSINESS, MANAGEMENT, MARKETING, AND RELATED SUPPORT SERVICES)
2001-2005 - Saint Peter Marian HS
Christopher Mallon Skills
- Series 63
- Series 7
- Mutual Funds
- Wealth Management
- Investments
- 401k
- Financial Advisory
- FINRA
- Financial Services
- Separately Managed Accounts
- Alternative Investments
- Hedge Funds
- Asset Managment
- Series 65
- Asset Allocation
- Insurance
- Asset Management
- Finance
- Financial Planning
- Retirement Planning
- Securities
- Equities
- Fixed Income
- Retirement
- Series 6
- Investment Strategies
- Portfolio Management
- Investment Advisory
- Sales
- Strategic Planning
- Marketing
- Customer Service
- Research
- Leadership
- Marketing Strategy
- Public Speaking
- Sales Management
Christopher Mallon Summary
- Christopher Mallon, based in Boston, MA, US, is currently a Senior Vice President, Program Manager | Registered LPL Investment Advisor and Principal at The Capstone Planning Group | Located at Cornerstone Bank. Christopher Mallon brings experience from previous roles at The Capstone Planning Group | Located at Cornerstone Bank, Sungarden Investment Management, Nuveen and Putnam Investments. Christopher Mallon holds a 2001 - 2005 B.S. in Business Management Major @ Providence College. With a robust skill set that includes Series 63, Series 7, Mutual Funds, Wealth Management, Investments and more. Christopher Mallon has 2 emails and 3 mobile phone numbers on RocketReach.
Looking for a different Christopher Mallon?
Find contact details for 700 million professionals.
Others Named Christopher Mallon
Chris Mallon
President
Sun Prairie, WI, US
Christopher Mallon
Device Service Manager
Manchester, GB
Christopher Mallon
Logistics Engineer, Associate
Seattle, WA, US
Christopher Mallon
Director of Technology
Portland, ME, US
Christopher Mallon
Development Project Manager
Glasgow, GB
Top The Capstone Planning Group | Located at Cornerstone Bank Employees
John Jawor
Financial Consultant
Southbridge, MA, US
James McNamara
LPL Financial Planner
Worcester, MA, US
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co