Chris M
Chief Operations Officer @Signature Estate & Investment Advisors, LLC
Los Angeles, CA, US
EMAILS
MOBILE NUMBERS
+91 *********19
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WORK HISTORY
Jul 2019 — Present
Chief Operations Officer @Signature Estate & Investment Advisors, LLC
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Sought out to provide executive-level oversight to investment advisor operations as the company navigated through a recent broker-dealer change.\\\\n\\\\nBuild compliant processes, robust internal controls, and efficient, scalable operations to support rapid sales growth and new product expansions/development.
EDUCATION
N/A
Stony Brook University
BA Economics, Economics
N/A
Fordham University
Master of Business Administration (M.B.A.), Finance, General
SKILLS
Diversified Financial FirmsMarketingClient ServicesSales ManagementCost Containment
ABOUT CHRIS M
As a transformative leader, I am known for turning around, scaling, and overseeing…
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