Christopher M. Adams
Financial Advisor - Ameritas Financial Services of Western PA
- Role
- Financial Advisor at Ameritas
- Location
- Indiana, PA, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Christopher M. Adams
Banking Senior Executive | Financial Goal Expert | Senior Vice President | Teammate…
Experience
Financial Advisor
Sep 2024 — Present · US
Education
Furman University
Graduate School of Retail Bank Management
2013 — 2015
University of Pittsburgh - Joseph M. Katz Graduate School of Business
Master of Business Administration
1997 — 1998
Indiana University of Pennsylvania
Bachelor of Science
1991 — 1994
Skills
- Investment Goals / Objectives
- Consumer Lending
- Sales
- Portfolio Management
- Staff Training
- Client Recommendations
- Financial Advisor
- Loans
- Wealth Management Team Collaboration
- Incentive Programs
- Individual Investment Strategies
- Banking
- Risk Management
- Finance
- Sales Process
- Commercial Lending
- Credit Analysis
- Wealth / Investment Revenue
- Local / National Economic Trends
- Retail Banking
- Sales Training / Coaching
- Change Management
- Underwriting
- Business Partner Development
- Financial Management
- Best Practices
- Leadership
- Relationship Building
- Complex Analysis
- Financial Analysis
- Business Networking
- Product Knowledge
- Financial Strategies
- Corporate Strategy Analyst
- Sales / Revenue Goals
- Credit
- Branch Team Relationships
- Team Building
- Management
- Client Assessment / Profiling
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