Chris Gleason
Prairieville,LA
Summary
Highly organized financial services professional with a diverse array of professional experiences and aptitudes. Skilled in all operational aspects of wealth management and financial services. Areas of experience include financial modeling and valuation(s), investment strategies, and long-term financial planning. Action-oriented with a strong ability to communicate effectively with technology, executive, and business audiences. Committed to quality and excellence.
Overview
27
27
years of professional experience
1
1
Certification
Work History
Financial Services Professional/Registered Representative
Carson Wealth
10.2023 - Current
- Collaborated with cross-functional teams to develop innovative financial products tailored to diverse client needs
- Managed multi-million-dollar portfolios, ensuring compliance with industry regulations and company policies
- Assessed client risk tolerance levels, recommending suitable investments based on individual profiles and preferences
- Streamlined internal processes to improve efficiency, resulting in reduced operational costs and increased profitability
- Developed customized retirement planning solutions, helping clients achieve their long-term financial objectives
Business Development Manager
Oak View Auto Auction
11.2016 - 03.2023
- Generated new accounts by implementing effective networking and content-marketing strategies
- Compiled product, market and customer data to generate informed sales and profit projections
- Managed budget forecasting, goal-setting and performance reporting for all accounts
- Capitalized on industry and marketplace trends to strategize marketing solutions and enhance business operations
- Leveraged industry events to network with potential clients, generating significant brand exposure and driving new business acquisition efforts
- Consistently met or exceeded monthly quotas through diligent prospecting efforts, relentless follow-up activities, and expert negotiation skills
Manager, Financial Services
Prudential Financial
01.2014 - 05.2016
- Partnered with business development to identify major account opportunities
- Analyzed financial information obtained from clients to determine strategies for meeting clients' financial objectives
- Interpreted data on price, yield, stability, future investment-risk trends, economic influences and other factors affecting investment programs
- Identified operational processes inefficiencies and recommended necessary improvements
- Ensured compliance with industry regulations and legal requirements by implementing comprehensive policies and training programs for staff members
Owner/Director of Communications and Public Affairs
3Commas Tutoring LLC
01.2010 - 02.2014
- Negotiated and successfully secured loan packages/funding for state-wide fiscal management plan
- Orchestrated company-wide communication outlets (from varied state and local sources) to enhance infrastructure and informational awareness
- Customized web-based educational/software platform (via relevant grade-level standards) to serve the needs of over 2000 students from across the state of Texas
- Recruited and managed a staff of 10 for technology-based marketing campaign(s)
- Organized public appearances, trade shows, lectures, contests, and exhibits to expand market-reach
Teacher (Department Head)/Coach
Dallas Independent School District North Dallas
07.2007 - 06.2011
- Utilized a variety of educational skills and techniques to promote academic growth
- Named Department Head/Administrative Liaison during first year of service
- Designed and implemented an integrated approach to the study of literature
Teacher/Coach
McKinney Independent School District
07.2006 - 05.2007
- Coordinated assisted-learning program for standardized test preparation
- Applied progressive teaching principles to a diverse student population
- Envisioned, designed, and instituted new school-wide discipline protocols
Education and Physical Wellness Coordinator
Harris Hill Methodist (HEB) Hospital: Springwood Psychiatric-Adolescent
05.2006 - 07.2006
- Provided academic and emotional support for adolescents (13-17) with a variety of psychological ailments
- Formulated an individualized education plan for each patient (based on their personal behavioral-health dynamic)
- Communicated patient progress with treatment team, managed post-hospital treatments/remediation
Teacher
St. Mary's High School
08.2004 - 05.2005
- Conducted small-group and individual classroom activities based on differentiated learning needs
- Communicated effectively with educators and support personnel from various grade levels and institutional backgrounds
- Presented materials based on a variety of teaching methods such as lectures, discussions, and demonstrations
Teacher/Coach
Rapides Parish School Board
08.2001 - 05.2004
- Developed and implemented interesting and interactive learning mediums to increase student understanding of course materials
- Integrated technology into the curriculum to develop students' word-processing and research skills
- Drafted letters-of-recommendation for students' college applications
Residential Life Coordinator/Assistant Athletic-Director
Louisiana School for Math, Science, and the Arts
07.1997 - 06.2001
- Supervised a gifted student population and served as parental guardian (in loco parentis) in residential setting
- Monitored student behaviors and dispensed basic-level medical treatments/medications
- Hosted annual athletic tournament/competition among schools from neighboring states
Education
Master of Arts - Educational Leadership
Northwestern State University
Natchitoches2004
Bachelor of Arts - Communications/Journalism English
Northwestern State University
Natchitoches, LA1994
Skills
- Project Management
- Forecasting and Planning
- Data Analysis
- Human Resource Management
- Powerful Negotiating Skills
- Fiscal Oversight
- Innovative Problem-Solving
- Investment Strategies
- Portfolio Management
- Retirement Planning
Custom
Will be furnished upon request
Certification
Financial Designations:
Series 7 (active)
Series 65 (active)
SIE (Passed/Active)
Series 26 (Passed)
Series 63 (Passed)
Series 6 (Passed)
Insurance Licensing:
Life/Health (Active)
Property & Casualty (Active)
Timeline
Financial Services Professional/Registered Representative
Carson Wealth
10.2023 - Current
Business Development Manager
Oak View Auto Auction
11.2016 - 03.2023
Manager, Financial Services
Prudential Financial
01.2014 - 05.2016
Owner/Director of Communications and Public Affairs
3Commas Tutoring LLC
01.2010 - 02.2014
Teacher (Department Head)/Coach
Dallas Independent School District North Dallas
07.2007 - 06.2011
Teacher/Coach
McKinney Independent School District
07.2006 - 05.2007
Education and Physical Wellness Coordinator
Harris Hill Methodist (HEB) Hospital: Springwood Psychiatric-Adolescent
05.2006 - 07.2006
Teacher
St. Mary's High School
08.2004 - 05.2005
Teacher/Coach
Rapides Parish School Board
08.2001 - 05.2004
Residential Life Coordinator/Assistant Athletic-Director
Louisiana School for Math, Science, and the Arts
07.1997 - 06.2001
Master of Arts - Educational Leadership
Northwestern State University
Bachelor of Arts - Communications/Journalism English
Northwestern State University
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