Managing Director - Strategic Business Unit and Business Development and Relationship Management @ (August 2020 - December 2022)
Senior Vice President-National Sales and Marketing Director @ LPL Financial/The Private Trust Company, N.A. (December 2003 - March 2019)
Senior Vice President and National Sales and Marketing Director @ GUARDIAN TRUST COMPANY (January 1999 - December 2003)
Vice President and Trust Specialist @ MERRILL LYNCH TRUST COMPANY (January 1998 - January 1999)
Assistant Vice President and Trust Specialist @ SMITH BARNEY PRIVATE TRUST COMPANY (January 1996 - January 1998)
Assistant Vice President @ US Trust (January 1990 - January 1996)
Christopher McCutcheon Education
University of Delaware
Bachelor's Degree (International Relations and Affairs)
Christopher McCutcheon Skills
Series 7
Investments
Wealth Management
Portfolio Management
Asset Management
Mutual Funds
Retirement Planning
Series 63
Financial Services
Securities
Investment Advisory
Retirement
Asset Allocation
Alternative Investments
Strategic Financial Planning
Financial Advisory
Strategic Planning
Marketing Strategy
Research
Banking
Project Management
Sellers
Microsoft Office
Investment Properties
Christopher McCutcheon Summary
Christopher McCutcheon, based in United States, is currently a Head of Mariner Trust Services at Mariner Wealth Advisors. Christopher McCutcheon brings experience from previous roles at Mariner Wealth Advisors, National Advisors Trust Company, LPL Financial/The Private Trust Company, N.A. and GUARDIAN TRUST COMPANY. Christopher McCutcheon holds a Bachelor's Degree in International Relations and Affairs @ University of Delaware. With a robust skill set that includes Series 7, Investments, Wealth Management, Portfolio Management, Asset Management and more. Christopher McCutcheon has 2 emails and 2 mobile phone numbers on RocketReach.
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