CHRISTOPHER A CRAWFORD JR
Farmington Hills,MI
Summary
Wealth Management professional committed to helping clients achieve their dreams by way of reaching their financial goals. Extensive experience developing and implementing investment strategies tailored to clients' individual needs and objectives. Passionate about providing a five star customer experience while helping them reach their financial goals.
Overview
15
15
years of professional experience
Work History
Financial Consultant
Fidelity Investments
03.2017 - Current
- Delivered strategic investment advice for individual and corporate clients.
- Helped clients make informed decisions about financial future through Holistic planning.
- Recommended specific investments to help clients meet financial goals.
- Built and managed book of business that consisted of over 600 households. $330 Million in Assets under Administration and $130 Million in Assets under Management.
Senior Licensed Personal Banker
Citizens Bank/ CCO Investment Services
05.2014 - 03.2017
- Help customers meet their short term and long term financial goals
- Present solutions for investment and retirement as well as day to day banking
- Coach and supervise staff
- Send reports to corporate tracking branch’s performance.
- Was number one Senior Licensed Banker in the region.
BRANCH FINANCIAL SALES CONSULTANT
PNC Bank
07.2013 - 05.2014
- Address customers immediate banking needs
- Have deep conversation to determine short and long term needs and goals
- Originate loans, open accounts, refer people for investment sales
- Coach teller and banker staff on sales techniques and educate about products.
MORTGAGE CONSULTANT
Citi Bank NA
04.2012 - 04.2013
- Build rapport and have deep conversations to uncover client needs
- Review credit reports, tax returns and other income information to determine best home loan solution
- Sell credit cards and mortgage loan products
FINANCIAL SERVICE REPRESENTATIVE
Metlife
09.2011 - 04.2013
- Prospect customers
- Do complete financial review of customers to create client profile
- Develop and present complete financial plan
- Everything from banking to lending to investments and insurance.
Mortgage Banker
Quicken Loans
04.2009 - 08.2011
- Prospect for customers by calling leads and using chat online
- Have conversations with customers to determine home lending needs
- Review credit reports, tax returns, income statements and other items to qualify customers
- Work with the underwriting team to ensure loan origination is done within the guidelines of the entities backing the mortgage loans.
Education
BBA - Finance, Corporate finance, sociology
Eastern Michigan University
Ypsilanti, MI05.2009
Skills
- Managing Wealth
- Holistic Financial Planning
- Tax efficient investing
- Charitable Giving
- College savings planning
- Retirement planning
- Investment strategy implementation
- Managing wealth management team
- Project Management
- Event Planning
Additional Information
- Licenses: Series 7, 6, 63, and 65 licensing. Variable Contracts License Life and health insurance license Mortgage loan originators license
- C.F.P Coursework in progress through Kaplan. Plan to finish by the end of the summer.
Affiliations
JCI Michigan (Michigan Junior Chamber of Commerce)
Livonia Junior Chamber of Commerce.
Association of African American Financial Advisors
Timeline
Financial Consultant
Fidelity Investments
03.2017 - Current
Senior Licensed Personal Banker
Citizens Bank/ CCO Investment Services
05.2014 - 03.2017
BRANCH FINANCIAL SALES CONSULTANT
PNC Bank
07.2013 - 05.2014
MORTGAGE CONSULTANT
Citi Bank NA
04.2012 - 04.2013
FINANCIAL SERVICE REPRESENTATIVE
Metlife
09.2011 - 04.2013
Mortgage Banker
Quicken Loans
04.2009 - 08.2011
BBA - Finance, Corporate finance, sociology
Eastern Michigan University
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