Chris Weston
Norwalk,IA
Summary
Accomplished leader known for exceptional communication and marketing skills. Developed community education programs that increased local engagement and client retention. Ready to leverage expertise in enhancing customer experiences and driving organizational success.
Overview
19
19
years of professional experience
1
1
Certification
Work History
Owner/Chief Operating Officer
Community Educators LLC
05.2022 - Current
- Developed and implemented community education programs to enhance local engagement.
- Managed operational budgets to ensure financial sustainability of educational initiatives.
- Oversaw marketing strategies that increased program enrollment and visibility within the community.
Partner
The Life Stage Companies, LLC
05.2021 - Current
- Networked with other professionals and organizations to expand contacts and opportunities.
- Collaborated with stakeholders to align business strategies with customer needs and industry standards.
- Managed client relationships, ensuring consistent communication and addressing concerns effectively.
- Developed and implemented strategic plan for entering new markets, resulting in substantial increase in brand visibility and market share.
Managing Principal/Area Sales Manager
Waddell and Reed
12.2012 - 04.2021
- Led strategic initiatives to enhance client engagement and retention strategies.
- Oversaw investment portfolio management, ensuring alignment with client financial goals.
- Developed comprehensive financial plans tailored to include insurance solutions
- Mentored junior advisors, fostering professional growth and improving team performance.
Independent Financial Planner
Self Employed
04.2007 - 12.2012
- Developed personalized financial plans to align with clients' goals and risk tolerance.
- Analyzed market trends to provide strategic investment recommendations for diverse portfolios.
- Educated clients on financial products, fostering informed decision-making and confidence in investments.
- Conducted comprehensive financial assessments to identify clients' needs and optimize their financial health.
Education
CFP BOARD CERTIFIED -
Certified FInancial Planner
Financial Planning Board Of Standards 02-2007
Chartered Financial Consultant (ChFC) -
The American College
Bryn Mawr, PA03-2004
High School Diploma -
Audubon High School
Audubon, IA05-1990
Skills
- Customer relations
- Small business operations
- Relationship building
- Verbal and written communication
- Client service
- Project management
- Marketing
- Team oversight
- Staff hiring
- Business administration
- Business marketing
- Sales leadership
- Partnership development
- KPI management
- Key partnership cultivation
- Sales oversight
Certification
Currently Hold Series 65 Registered Investment Advisor
State of Iowa LIfe, Health and Accident Insurnace
Held
Series, 7
Series, 24
Series, 53
Series, 6
Timeline
Owner/Chief Operating Officer
Community Educators LLC
05.2022 - Current
Partner
The Life Stage Companies, LLC
05.2021 - Current
Managing Principal/Area Sales Manager
Waddell and Reed
12.2012 - 04.2021
Independent Financial Planner
Self Employed
04.2007 - 12.2012
CFP BOARD CERTIFIED -
Certified FInancial Planner
Chartered Financial Consultant (ChFC) -
The American College
High School Diploma -
Audubon High School