Christopher Mallon
SVP, Program Manager with Capstone Planning Group | LPL Registered Principal
- Role
- Senior Vice President, Program Manager Registered Lpl Investment Advisor and Principal at The Capstone Planning Group Located At Cornerstone Bank
- Location
- Boston, MA, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Christopher Mallon
I lead a team of experienced Financial Professionals so they can remain focused on…
Experience
Senior Vice President, Program Manager Registered Lpl Investment Advisor and Principal
The Capstone Planning Group Located At Cornerstone Bank
Jun 2023 — Present · MA, US
Education
Providence College
B.S.
2001 — 2005
Providence College
Bachelor of Science - BS
2001 — 2005
Skills
- Financial Planning
- Investment Advisory
- 401k
- Asset Managment
- Series 7
- Series 6
- Insurance
- Fixed Income
- Financial Advisory
- Hedge Funds
- Asset Allocation
- Mutual Funds
- Series 65
- Securities
- Retirement Planning
- Finra
- Wealth Management
- Equities
- Investment Strategies
- Alternative Investments
- Separately Managed Accounts
- Finance
- Retirement
- Series 63
- Investments
- Portfolio Management
- Sales
- Asset Management
- Financial Services
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