C
Christopher Sullivan
I’ve been in the banking industry for 10 years, and the past five years I’ve been in our bank’s Private Wealth Management group. We help our high net worth clients with banks and financial advisory needs.
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Education
Skills
Banking
Sales
Working knowledge of investment accounting, fundamentals, and performance measurement
Series 66
Series 7
Financial statement analysis
Life & Health Insurance License
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Soft Skills
quick learner
Outgoing personality
Team player, comfortable working with cross-functional stakeholders
Team player willing to learn new tasks
Analytical thought process with exceptional written and verbal communication skills
Caring
Personable
Growth Mindset
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Certifications