Christopher McCutcheon Email & Phone Number
Senior Vice President - Trust Services @ Mariner Wealth Advisors
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Christopher McCutcheon Location
- United States
Christopher McCutcheon Work
- 2023 -now Senior Vice President - Trust Services @
- 2020 -2022 Managing Director - Strategic Business Unit and Business Development and Relationship Management @
- 2003 -2019 Senior Vice President-National Sales and Marketing Director @ LPL Financial/The Private Trust Company, N.A.
- 1999 -2003 Senior Vice President and National Sales and Marketing Director @ GUARDIAN TRUST COMPANY
- 1998 -1999 Vice President and Trust Specialist @ MERRILL LYNCH TRUST COMPANY
- 1996 -1998 Assistant Vice President and Trust Specialist @ SMITH BARNEY PRIVATE TRUST COMPANY
- 1990 -1996 Assistant Vice President @ US Trust
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 Senior Vice President - Trust Services at Mariner Wealth Advisors. Christopher McCutcheon brings experience from previous roles at National Advisors Trust Company, LPL Financial/The Private Trust Company, N.A., GUARDIAN TRUST COMPANY and MERRILL LYNCH 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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