Christie Malmborg Email & Phone Number

Albany, New York Area

If I’ve had the pleasure of speaking with you in person, you’ve probably heard me say that I have the best job in the world. As a Financial Advisor, I work with my clients to identify and prioritize their goals and understand their risk tolerance. We then create a plan that brings together strategies and investments to meet their objectives. Throughout our relationship, we check in on our progress, make changes if needed, and celebrate our successes together. This discovery process and plan… Show more If I’ve had the pleasure of speaking with you in person, you’ve probably heard me say that I have the best job in the world. As a Financial Advisor, I work with my clients to identify and prioritize their goals and understand their risk tolerance. We then create a plan that brings together strategies and investments to meet their objectives. Throughout our relationship, we check in on our progress, make changes if needed, and celebrate our successes together. This discovery process and plan implementation gives my clients a feeling of control over their finances and the freedom to follow their dreams. Pretty rewarding if you ask me. Show less

Rotterdam, Ny

• Developed new relationships with local businesses• Recommended reach and frequency combinations to maximize advertising value

Troy, Ny

• Analyzed customer and business vehicle needs and desires• Developed commercial business relationships• Obtained vehicle loans and requisite documentation