Christopher D. Madden
Financial Planner
- Role
- Senior Associate, Wealth Planning at CAPTRUST
- Location
- Boston, MA, US
- LinkedIn followers
- 500 followers
About Christopher D. Madden
I help individuals and families navigate complex financial decisions with clarity and…
Experience
Senior Associate, Wealth Planning
Jan 2025 — Present · Boston, MA, US
Create and monitor comprehensive financial plans for complex clients. Leverage WealthView (eMoney) software to analyze and optimize client cash flow, tax efficiency, and estate plan. Drive client success by delivering tailored solutions maximizing probability of goal achievement.
Education
Saint Anselm College
Bachelor of Arts (BA), PPE (Philosophy Major, Politics Minor, Economics Minor), Accounting Minor
2012 — 2016
DePaul University
Certificate, Financial Planning
2023 — 2024
Fairfield University
Master of Business Administration - MBA, Management
2017 — 2019
Fairfield University
Master of Science - MS, Finance
2018 — 2019
Cathedral High School -- Springfield, MA (Now Pope Francis Prep)
High School Diploma
2012
Skills
- Research
- Quickbooks
- Critical Thinking
- Customer Service
- Credit Analysis
- Accounting
- Investments
- Finance
- Community Outreach
- Financial Analysis
- Leadership
- Bloomberg
- Telephone Skills
- Municipal Bonds
- Public Speaking
- Fixed Income
- Microsoft Word
- Teamwork
- Microsoft Office
- Time Management
- Microsoft Excel
- Powerpoint
- Troubleshooting
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