Chris Mercer

Financial Advisor @Lifeworks Advisors

Glenview, IL, US
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Mar 2024 — Present

Financial Advisor @Lifeworks Advisors

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EDUCATION

2006 — 2011

DePaul University

BS, Finance

N/A

Boston University

Financial Planning Certificate Program

2009 — 2009

Universitat Pompeu Fabra

Semester abroad, International Business and language

SKILLS

Investment StrategiesEquity ResearchFixed IncomeBusiness StrategyAnalysisStrategic Financial PlanningAsset ManagementData AnalysisFinancial MarketsFinanceManagementTradingMutual FundsMergers & AcquisitionsEntrepreneurshipStrategic PlanningSalesEquitiesLeadershipMicrosoft ExcelDerivativesFinancial AnalysisAccountingOutlookInvestmentsSeries 7OptionsFinancial ServicesCrmCorporate FinanceSeries 63MarketingPortfolio Management

ABOUT CHRIS MERCER

Highly motivated, results driven professional with proven sales and sales management…

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