Christopher Coyle
Denver,CO
Summary
Accomplished financial services professional with over 5 years of experience in business development, sales, and marketing. Builds strong client relationships and identifies growth opportunities to drive revenue. Expertise in financial planning, investment guidance, client acquisition, and marketing strategy, excelling in fast-paced environments through effective communication and problem-solving.
Overview
10
10
years of professional experience
1
1
Certification
Work History
Marketing Director/Financial Advisor
Paramount Associates Wealth Management
Greenwood Village, CO
04.2022 - 03.2026
- Led strategic marketing campaigns to drive business growth while analyzing market trends.
- Managed and enhanced brand identity for consistency across all channels.
- Prioritized client needs, built trust, and produced measurable results in complex financial decisions.
Empowered individuals and businesses through ongoing collaboration and strategic counsel. - Developed marketing strategies that increased client engagement and strengthened brand visibility.
- Managed digital marketing campaigns across social media and email platforms to reach a wider audience.
- Provided personalized financial guidance and developed tailored plans to achieve client goals for over 60 clients.
- Delivered expertise in investment management, retirement planning, and tax optimization.
- Prioritized client needs, built trust, and produced measurable results in complex financial decisions.Empowered individuals and businesses through ongoing collaboration and strategic counsel.
- Collaborated with financial advisors to create targeted content that addressed client needs.
Business Development Coordinator/Investment Analyst
Vesterra Investments
Denver, Colorado
02.2021 - 02.2022
- Completed and analyzed 50+ cost-projection analyses for potential clients, informing investment decisions.
- Coordinated business development initiatives, increasing market presence and client engagement.
- Managed client relationships to strengthen partnership opportunities.
- Assessed weekly data of the current housing market data utilizing Excel pivot-tables and automated formulas I created
- Monitored and managed market campaigns on Facebook and Instagram using Google Analytics, optimizing performance for each campaign.
- Supported research efforts for market analysis and competitive intelligence.
- Built a new website for the company utilizing HTML code, integrating it with modern website software
Legal Assistant/File Clerk
Lambdin & Chaney LLP
Denver, Colorado
08.2019 - 03.2020
- Produced comprehensive medical summaries, disclosures, and discoveries for attorneys/partners; coordinated weekly with legal secretaries and paralegals to meet deadlines and organized files, including confidential documents, for efficient retrieval.
- Drafted legal documents and correspondence for attorney review, enhancing clarity in client communication.
- Maintained organized and accessible case files, facilitating efficient information retrieval for case preparation.
- Conducted legal research to support case preparation and strategy development.
Economic Assistant
REMI (Regional Economic Models Incorporated)
Amherst, Massachusetts
05.2016 - 01.2018
- Coordinated with the senior economist team to work on five economic consulting projects with firms/governmental organizations such as EY and Kansas City EDC
- Built, examined, and tested six economic models for over 200 clients.
- Conducted economic research to support regional development initiatives.
- Analyzed data using economic modeling tools for various projects.
- Provided technical assistance to clients on input variables and internal code issues across various programs.
- Collaborated with team members to prepare detailed reports and presentations for stakeholders.
Education
Bachelor of Arts - Economics And English
Amherst College
Amherst, MA06-2018
Bridge Program Graduate
Tuck School of Business At Dartmouth
Hanover, NH07-2016
Skills
- Marketing strategy and digital marketing
- Economic modeling
- Brand management
- Data analysis and market research
- Business development
- Client engagement and relationship management
- Project coordination
- Financial analysis and planning
- Strategic communication
- Time management
- Problem solving
- Market penetration
Certification
- Accredited Asset Management Specialist
- Resident Producer - Life and Accident/Health
- Introduction to Private Markets and Alternative Investments
Affiliations
- Volunteer Recruitment Chair at Autism Speaks
- Retention Committee at Alzheimer's Association®
- Government Affairs Committee Member at Parker Chamber of Commerce
Timeline
Marketing Director/Financial Advisor
Paramount Associates Wealth Management
04.2022 - 03.2026
Business Development Coordinator/Investment Analyst
Vesterra Investments
02.2021 - 02.2022
Legal Assistant/File Clerk
Lambdin & Chaney LLP
08.2019 - 03.2020
Economic Assistant
REMI (Regional Economic Models Incorporated)
05.2016 - 01.2018
Bachelor of Arts - Economics And English
Amherst College
Bridge Program Graduate
Tuck School of Business At Dartmouth