Chris Brunner
- Role
- VP, Executive Planning Consultant at Fidelity Investments
- Location
- Chicago, IL, US
- LinkedIn followers
- 500 followers
General Business & ManagementView LinkedIn profile
About Chris Brunner
Over 29 years of financial services experience, working with high net worth families & …
Experience
VP, Executive Planning Consultant
Jun 2022 — Present
Skills
- Wealth Management
- Series 65
- Series 63
- Asset Allocation
- Finance
- Strategy
- Asset Management
- Series 7
- Marketing Strategy
- Equities
- Sales
- Alternative Investments
- Retirement Planning
- Trading
- Investments
- Fixed Income
- Business Planning
- Portfolio Management
- Marketing
- Securities Regulation
- Retirement
- Management
- Series 6
- Mutual Funds
- Financial Services
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