Chris Carratello Email & Phone Number

Lebanon, Ohio, United States

Responsible for leading the growth and expansion initiatives of the Dimalanta Design Group. Primary role involves identifying new business opportunities, developing strategic plans to capitalize on those opportunities, and fostering relationships with potential clients or partners.

Cincinnati Metropolitan Area

Provide financial guidance for motivated and active clientele.Securities and Advisory Services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘Contact Info’ section above.Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.The LPL Financial registered representatives associated… Show more Provide financial guidance for motivated and active clientele.Securities and Advisory Services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘Contact Info’ section above.Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Show less

Cincinnati Area, Oh

Hopewell, Nj

Advise and create client accounts to accommodate immediate and future financial needs. Explain complex nature of retirement and retail brokerage accounts for variety of cliental, as well as explain nature of investment vehicles for beginner and experienced investors. Establish positive initial client service experience in order to retain accounts and assets value for Merrill Lynch. Research and evaluate the digital transfer of assets (ACAT, DWAC, DTC, BANA, etc.) for individual clients and… Show more Advise and create client accounts to accommodate immediate and future financial needs. Explain complex nature of retirement and retail brokerage accounts for variety of cliental, as well as explain nature of investment vehicles for beginner and experienced investors. Establish positive initial client service experience in order to retain accounts and assets value for Merrill Lynch. Research and evaluate the digital transfer of assets (ACAT, DWAC, DTC, BANA, etc.) for individual clients and Merrill Lynch advisors. Show less

Coconut Creek, Florida, United States

Design, implement and maintain several office systems for collecting, tracking and securing client informationCreate Excel and Power Point presentations for potential new brokers and clientsGoal oriented and self-motivatedProficient at Excel data entry, formulas, pivot tables and advanced functionsAccustom to data transfers and web-based data importing Working knowledge of over 100 health insurance plans, in detail, with multiple companies in fifteen states.Licensed… Show more Design, implement and maintain several office systems for collecting, tracking and securing client informationCreate Excel and Power Point presentations for potential new brokers and clientsGoal oriented and self-motivatedProficient at Excel data entry, formulas, pivot tables and advanced functionsAccustom to data transfers and web-based data importing Working knowledge of over 100 health insurance plans, in detail, with multiple companies in fifteen states.Licensed Health Insurance Broker FL 215 License (2007; 2011 NJ Resident license pending) Show less

Skillman, Nj

Organized contract sourcingDefined process for governanceAssess risk under guidelines of Sarbanes OxleyUtilized Six Sigma process to reach goals