Chris Morphy
Pasadena,CA
Summary
Dedicated worker focused on customer satisfaction and providing high-quality service. Determined to exceed expectations and take on higher responsibilities.
Overview
17
17
years of professional experience
Work History
Investment Advisor Representative
Poplar Forest Capital
Pasadena, CA
10.2007 - Current
- Reviewed client portfolios on a regular basis to ensure investments are in line with risk tolerance and goals.
- Provided guidance to help clients make informed decisions about investing strategies.
- Advised clients on asset allocation strategies tailored to their specific situation.
- Assisted clients with setting realistic financial goals and objectives.
- Communicated regularly with clients regarding portfolio performance, changes in strategy or market conditions, and other relevant topics.
Education
Bachelor of Science - Business Administration And Management
Menlo College
Atherton, CA05-1983
Skills
- Resourcefulness
- Research and due diligence
- Risk Mitigation
- Customer Service-Oriented
- Persuasive communication style
Affiliations
- Active Pickleball player
Timeline
Investment Advisor Representative
Poplar Forest Capital
10.2007 - Current
Bachelor of Science - Business Administration And Management
Menlo College
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