Christopher Allen
Brokerage, Wealth Management & Financial Services Executive TruStage Wealth Management Solutions -
- Role
- Pacific Northwest Region Advisor Manager at TruStage
- Location
- Reno, NV, US
- LinkedIn followers
- 500 followers
Experience
Pacific Northwest Region Advisor Manager
Aug 2022 — Present · Reno, NV, US
I lead high performing teams to achieve optimal success as we help individuals and families realize long-term financial goals through comprehensive wealth management solutions.As the CBSI Northwest Region Advisor Manager I am responsible for leading, coaching and developing high performing financial advisors and teams in multiple states (CA, NV, OR, WA, AK, ID). My role is aligned closely with our credit union partners and I use a consultative approach and style to ensure that CBSIs investment and wealth planning people and programs deliver on our shared member-centric mission to enable members’ to attain core financial needs and goals, while helping our credit union partners grow their overall business and loyal relationships. I am an accomplished Brokerage, Wealth Management & Financial Services executive with demonstrated sales and marketing leadership, territory management, staff training and development, effective presentation and communication skills, strategic/tactical planning and implementation capabilities, and the ability to integrate successful teams across business lines through consensus building.
Skills
- Series 7
- Portfolio Management
- Loans
- Credit Analysis
- Mortgage Lending
- Financial Analysis
- Asset Management
- Investments
- Retail Banking
- Investment Banking
- Banking
- Credit
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