Christopher Cioffi
Villa Hills,KY
Summary
Senior wealth management leader with extensive experience leading high-performing financial services teams, developing client relationships, retaining and growing assets, and delivering comprehensive investment and financial planning solutions. Proven track record of driving business development, and building trusted relationships with high-net-worth clients.
Overview
1
1
Certification
16
16
years of professional experience
Work History
VP, Financial Consultant
Fidelity Investments
Covington, KY
03.2016 - Current
- Ranked in top 1% nationally for business development over nine consecutive years.
- Developed and transferred over $200 million in assets annually for five consecutive years.
- Established book of business with 525 households, managing total assets of $1.7 billion.
- Manage several client relationships with over $30 million in AUM, ensuring tailored financial strategies and consistent client satisfaction.
- Led wealth management team of planning consultants, managed account consultants, and client relationship managers to enhance client service.
- Advised clients on investment strategies, retirement planning, and estate planning, effectively aligning financial solutions with client goals.
Managed Account Consultant
Fidelity Investments
Covington, Kentucky
01.2013 - 03.2013
- Achieved top tier sales and retention performance, contributing to overall growth and client loyalty for three consecutive years.
- Recommended and implemented asset allocation strategies that aligned portfolios with client objectives.
- Supported product launches by effectively communicating investment philosophies and portfolio positioning to drive client engagement.
Workplace Planning Associate
Fidelity Investments
Covington, Kentucky
01.2012 - 01.2013
- Consulted 401(k) participants on external rollover options, identifying needs to retain assets with Fidelity.
Investment Solutions Representative
Fidelity Investments
Covington, Kentucky
08.2010 - 01.2012
- Contacted uncovered clients to deliver financial guidance and facilitate external asset consolidation.
Education
Bachelor of Science - Sport Management & Business
Mount St. Joseph University
Cincinnati, OH06-2009
Skills
- Investment & Financial Planning
- Wealth management Team Leadership
- High-Net-Worth Client Relationships
- Client Acquisition & Retention
- Strategic Business Development
- Financial Services Industry Expertise
Certification
- CERTIFIED FINANCIAL PLANNER®
Series 7 & 66
Insurance Licenses: Life, Health, & Annuities
Timeline
VP, Financial Consultant
Fidelity Investments
03.2016 - Current
Managed Account Consultant
Fidelity Investments
01.2013 - 03.2013
Workplace Planning Associate
Fidelity Investments
01.2012 - 01.2013
Investment Solutions Representative
Fidelity Investments
08.2010 - 01.2012
Bachelor of Science - Sport Management & Business
Mount St. Joseph University