Chris Denice
Registered Associate at Morgan Stanley with The Calandro Group
- Role
- Registered Client Service Associate at Morgan Stanley
- Location
- Dallas, TX, US
- LinkedIn followers
- 500 followers
About Chris Denice
Experienced Registered Associate leading the client experience by providing exceptional client service, supporting Branch functions as needed, assisting in safeguarding client assets, and serving as administrative and operational support to Financial Advisors. Experienced in gathering qualitative and quantitative data in order to develop and present financial plans, demonstrating current and potential alternative scenarios for clients.
Experience
Registered Client Service Associate
Dec 2021 — Present · Dallas, TX, US
Registered Associate leading the client experience by providing exceptional client service, supporting Branch functions as needed, assisting in safeguarding client assets, and serving as administrative and operational support to Financial Advisors. Experienced in gathering qualitative and quantitative data in order to develop and present financial plans, demonstrating current and potential alternative scenarios for clients.
Education
Baylor University
Bachelor of Business Administration - BBA, Finance & Economics
2017 — 2021
SMU Continuing & Professional Education
Financial Planning Certificate Program
2022 — 2023
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.