I enjoying playing and watching golf, fishing at the lake, and spending time with my family, wife and five month old daughter
Christian Argyros
Associate Director Of Investments
St Louis,MO
Summary
I am a successful investment professional with history of bringing about exceptional results in high-volume environments with demanding objectives. My top skills include providing relevant information and options to successfully resolve issues. I am upbeat and energetic when handling difficult situations through resourcefulness and adaptability. I excel at growing teams and business through streamlining inefficiencies, servicing accounts, and communicating effectively, rationally, and empathetically.
Overview
7
7
years of professional experience
4
4
years of post-secondary education
2
2
Languages
Work History
Associate Director of Investments
Oppenheimer & Co. Inc. - Aletheia Group
Clayton, MO
07.2018 - Current
- March 2024 CFP Candidate - Financial planning team lead.
- Establish key procedures for my team by preparing documentation, models and presentations for UHNW families and individuals.
- Meet and collaborate with existing and prospective clients to ascertain financial goals and provide recommendations on investment solutions.
- Analyze financial needs of clients and develop tailored strategies to meet goals.
Intern
Commerce Bank
Clayton, MO
06.2017 - 08.2017
- Participated in loan committee meetings to provide input on lending processes.
- Assessed credit risk and analyzed financial statements.
- Analyzed customer data such as financial statements to determine level of risk involved for extending credit.
Intern
Oppenheimer & Co. Inc.
Clayton, MO
06.2016 - 08.2016
- Developed and implemented financial models to analyze complex information and assess health of organization.
- Worked with clients to support understanding of rationale and details of financial strategies.
- Aided constructive forecasting by assisting with financial model development.
Education
Bachelor of Science - Finance & Economics
Lindenwood University
Saint Charles, MO 08.2014 - 05.2018
Skills
Strategic planning
Interests
Timeline
Associate Director of Investments
Oppenheimer & Co. Inc. - Aletheia Group
07.2018 - Current
Intern
Commerce Bank
06.2017 - 08.2017
Intern
Oppenheimer & Co. Inc.
06.2016 - 08.2016
Bachelor of Science - Finance & Economics
Lindenwood University
08.2014 - 05.2018
Accomplishments
- Assisted in adding over $100,000,000 in client assets over a five year period through dedicated client services and prospecting.
- Automated and streamlined client communication pertaining to portfolio reviews and planning updates.
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Quote
Judge a man by his questions rather than his answers.
Voltaire
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