Christopher Soukup Email & Phone Number
Wealth Manager @ Lighthouse Financial
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Christopher Soukup Location
- Los Angeles, CA, US
Christopher Soukup Work
- 2021 -now Wealth Manager @
- 2019 -2021 Senior Financial Consultant @
- 2018 -2019 Branch Manager @
- 2016 -2018 Assistant Branch Manager @
- 2015 -2016 Branch Manager @
- 2012 -2015 Investment Consultant and PIC @
- 2011 -2011 Client Services Specialist @
- 2010 -2011 Premier Banker @
- 2008 -2010 Managing Associate @
- 2007 -2008 Financial Services Representative @
Christopher Soukup Education
- Bryant University
Certificate (Financial Planning)
2021 - Western Governors University
Master of Business Administration - MBA
2018 - California Polytechnic State University-San Luis Obispo
Bachelor of Science (Business Administration, Finance)
2003-2006
Christopher Soukup Skills
- Recruiting
- Business Administration
- Onboarding
- General Securities Principal
- Coaching
- Series 24
- Banking
- Wealth Management
- Financial Planning
- Asset Management
- 401(k) Retirement Savings Plans
- Portfolio Management
- Financial Advisory
- Investments
- Insurance
- Financial Services
- Retirement Planning
- Mutual Funds
- Life Insurance
- Business Relationship Management
- Wealth Management Services
- Risk Management
- Holistic Financial Planning
- Written Communication
- Analytical Skills
- Financial Analysis
- Supervisory Skills
- Presentation Skills
- lead change
- Problem Solving
- Decision-Making
- Conflict Management
Christopher Soukup Summary
- Christopher Soukup, based in Los Angeles, CA, US, is currently a Wealth Manager at Lighthouse Financial Services, Inc.. Christopher Soukup brings experience from previous roles at TD Ameritrade and Fidelity Investments. Christopher Soukup holds a Certificate in Financial Planning @ Bryant University. With a robust skill set that includes Recruiting, Business Administration, Onboarding, General Securities Principal, Coaching and more. Christopher Soukup has 5 emails and 1 mobile phone numbers on RocketReach.
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