Christopher Brouard
Owner at Infinite Legacies
- Role
- Senior Financial Advisor at World Financial Group (WFG)
- Location
- Fredericksburg, VA, US
- LinkedIn followers
- 500 followers
About Christopher Brouard
Experienced Mortgage Processor with a demonstrated history of working in the financial…
Experience
Senior Financial Advisor
Feb 2015 — Present · New York, NY, US
Educating families on key financial concepts to assist them in making the right decisions• Creating financial plans to help clients retire on time, and make their money last long after they are gone• Managing a team of 26 Associates, training them in NYS law regarding licensing, the key concepts we share with families, teaching them how to present to clients and train associates themselves• Regularly communicating with the companies represented by WFG, and performing research to better assist clients
Skills
- Customer Retention
- Customer Service
- Access
- Public Speaking
- Microsoft Office
- Sales
- Microsoft Excel
- Strategic Financial Planning
- Time Management
- Leadership
- Metatrader
- Social Networking
- Analysis
- Financial Services
- Social Media
- Investments
- Microsoft Word
- Financial Advisory
- Business Planning
- Management
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