Chris Czanstke
Experienced Financial Services Consultant. J.D., Series 7, 63 & 66 Licenses, CA Real Estate Salesperson License, NSCA - CSCS (Certified Strength and Conditioning Specialist.
- Role
- High Net Worth Client Associate at Fidelity Investments
- Location
- Phoenix, AZ, US
- LinkedIn followers
- 500 followers
About Chris Czanstke
Experienced Financial Services Provider.
Experience
High Net Worth Client Associate
Feb 2022 — Present · Scottsdale, AZ, US
Engaging with customers, via inbound calls, responding to their inquiries, and providing product and service level guidance.Processing customer requests to include options, equities, mutual funds and fixed income trades and other specialized monetary requests.
Education
Michigan State University
Bachelor of Arts - BA, Finance
Thomas Jefferson School of Law
Doctor of Law (J.D.)
Michigan State University
Bachelor of Arts (B.A.), Finance
Rochester Adams High School
HS Diploma
Skills
- Leadership
- Residential Mortgages
- Mortgage Lending
- Funding
- First Time Home Buyers
- Va Loans
- Reo
- Telephone Skills
- Enrollment Services
- Investors
- Westlaw
- Refinance
- Admissions
- Program Management
- Coaching
- Real Estate Finance
- Team Building
- Management
- Loss Mitigation
- Fha Financing
- Paralegals
- Training
- Referrals
- Collections
- Financial Services
- Legal Research
- Loan Origination
- Underwriting
- Customer Service
- Mentoring
- Online Enrollment
- Investment Properties
- Short Sales
- Credit
- Credit Analysis
- Fha
- Quickbooks
- Reverse Mortgages
- Team Leadership
- Legal Writing
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