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
2020.04 - Current
Franchise Owner,Tax Preparer
H&r Block
1982.01 - 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
2020.04 - Current
Franchise Owner,Tax Preparer
H&r Block
1982.01 - 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.
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