Christopher Price
Bellevue,WA
Summary
Driven and accomplished professional with a proven track record in customer engagement and relationship building, honed as a Franchise Owner and Tax Preparer at H&R Block and a Registered Representative at INTEGRATED FINANCIAL PLANNING SERVICES. Excels in customer service, supporting clients to exceed their financial goals through strategic planning and a goal-oriented mindset. Proficient individual with a background spent monitoring client accounts and studying market conditions. A polished Registered Representative offering talents in communication, relationship building, and the execution of financial plans.
Overview
43
43
years of professional experience
1
1
Certification
Work History
Registered Representative
INTEGRATED FINANCIAL PLANNING SERVICES
04.2020 - Current
Franchise Owner,Tax Preparer
H&r Block
01.1982 - Current
Education
Certified Financial Planning- CFP - Financial Planning
College For Financial Planning, Inc.
Englewood, CO04.1988
Officer Transportation School - 2nd Lieutenant
U.S. Army Transportation School
Ft. Eustis, VA06.1980
Bachelor of Arts - History
University of California, Santa Barbara
Santa Barbara, CA06.1977
Skills
- Customer service and support
- Customer Engagement
- Relationship Building
- Goal-oriented mindset
Certification
Enrolled Agent
Certified Financial Planning
Certified Small Business Consultant
Certified Acceptance Agent C.A.A.
Timeline
Registered Representative
INTEGRATED FINANCIAL PLANNING SERVICES
04.2020 - Current
Franchise Owner,Tax Preparer
H&r Block
01.1982 - Current
Certified Financial Planning- CFP - Financial Planning
College For Financial Planning, Inc.
Officer Transportation School - 2nd Lieutenant
U.S. Army Transportation School
Bachelor of Arts - History
University of California, Santa Barbara
Enrolled Agent
Certified Financial Planning
Certified Small Business Consultant
Certified Acceptance Agent C.A.A.
Similar Profiles
Christian WallaceChristian Wallace
Financial Paraplanner at M Financial Planning Services (LPL Financial)Financial Paraplanner at M Financial Planning Services (LPL Financial)
Ansel C.S.M. LeslieAnsel C.S.M. Leslie
Director and Operations Chief (COO) at The Riansel Financial Planning Services Limited (Agency of the Maritime Financial Group)Director and Operations Chief (COO) at The Riansel Financial Planning Services Limited (Agency of the Maritime Financial Group)
Yohans VeeriahYohans Veeriah
Management Support Officer at Ministry of Financial Services and Economic PlanningManagement Support Officer at Ministry of Financial Services and Economic Planning