Chris Criswell
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Chris Criswell Email & Phone Number

Financial Advisor | Financial Services Executive | Investment Advisor Representative at Barnum Financial Group at Barnum Financial Group
Location: New York, United States 9 work roles 3 schools
1 work email found @verizon.net 1 phone found area 917 LinkedIn matched
✓ Verified July 2026 4 data sources Profile completeness 100%

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Work email c****@verizon.net
Direct phone (917) ***-****
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Current company
Role
Financial Advisor | Financial Services Executive | Investment Advisor Representative at Barnum Financial Group
Location
New York, United States
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Chris Criswell is listed as Financial Advisor | Financial Services Executive | Investment Advisor Representative at Barnum Financial Group at Barnum Financial Group, a with 504 employees, based in New York, United States. AeroLeads shows a work email signal at verizon.net, phone signal with area code 917, and a matched LinkedIn profile for Chris Criswell.

Chris Criswell previously worked as Financial Advisor | Financial Services Executive | Investment Advisor Representative at Barnum Financial Group and Financial Consultant at Axa Advisors. Chris Criswell holds Finance from Golden Gate University.

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ccriswell@verizon.net
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Profile bio

About Chris Criswell

I began my financial career as a problem solver, helping corporations and business professionals structure low-cost financing, implement tax-efficient strategies, manage risk, and identify and access diverse sources of financing in public and private capital markets. The financial crisis of 2008 highlighted the individuals growing need for better access to professional advice and assistance to grow and protect savings in the face of unfavorable and often unpredictable developments in the markets, taxation and regulation, growth and protection of savings, and access to long-term care.In early 2013 I transferred my corporate finance experience and skills from advising corporations to advising individuals, families, and professionals, initially as a Financial Consultant at AXA Advisors. In 2016, I brought this extensive experience to Barnum Financial Group.At Barnum, I collaborate with the Wealth Strategies Division, a team of specialists with experience and advanced skills in individual planning issues, to design customized comprehensive recommendations that take the important aspects of your life into account.I graduated with honors from California State University, East Bay, where I earned a Bachelor of Arts degree in Political Science, with a minor in Asian Studies. While working at Wells Fargo in San Francisco I pursued post-graduate studies in finance at Golden Gate University. Currently, I reside in Manhattan and enjoy spending time in the Catskills. In my spare time, I enjoy travel, painting, cooking, landscape design and gardening, hiking, and cycling.

Listed skills include Risk Management, Investment Strategies, Retirement Planning, Wealth Management, and 7 others.

Current workplace

Chris Criswell's current company

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Barnum Financial Group
Barnum Financial Group
Financial Advisor | Financial Services Executive | Investment Advisor Representative at Barnum Financial Group
shelton, connecticut, united states
Employees
504
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9 roles · 49 years

Chris Criswell work experience

A career timeline built from the work history available for this profile.

Financial Advisor | Financial Services Executive | Investment Advisor Representative

Current

Manhattan, Ny

Barnum Financial Group provides a full range of investment and risk management products and services to over 250,000 clients, including individuals and their families, as well as small businesses, corporations, government entities, and not-for-profit organizations and their employees in all fifty states.With offices in Connecticut, Massachusetts, New Jersey, New York, and Rhode Island, Barnum has a team of resources to help create customized solutions to fit your goals and circumstances. Barnum strives to build long-term relationships with each client through understanding, quality service, integrity, and financial education.I am licensed to sell insurance and securities in NY, NJ, CT, CA.I am a registered representative of and offer securities and investment advisory services and financial planning through MML investors Services, LLC., member SIPC (www.sipc.org). Supervisory address: 6 Corporate Drive, Shelton CT 06484. 203-513-6000Domiciled in New York. California Insurance License #0K38012

Nov 2016 - Present

Financial Consultant

New York, New York

I help individuals, families, and business owners achieve and maintain financial independence through individually tailored strategies that optimize tax-efficient savings and income growth, protect against downside market risk, enhance estate planning and wealth transfer, improve retirement strategies, and provide long term care.

Jan 2013 - Oct 2016

Client Relationship Management Ny

Criswell Financial Associates

Specialties: Client Relationship Management, Marketing, Corporate Finance, Capital Markets, Bank Loans, Asset Securitization, Supply Chain Finance, New Business Development, Cross Border Finance, Derivatives, Risk Management, Structured Finance, domestic and international Cash Management.

2011 - 2012 ~1 yr

Senior Vice President, Corporate And Investment Banking

New York

Senior relationship banker to Diversified Industrials, Retail, Consumer, Healthcare, Oil and Gas, Lodging, and Chemicals companies. Helped corporate clients create optimal financing solutions by developing strategies that combined elements of public and private capital markets, structured finance, derivatives, cross-border finance, acquisition finance, international operating services, securitization, project finance, strategic advisory, tax strategy,cash management, and leasing.

2007 - 2011 ~4 yrs

Managing Director, Corporate Investment Banking

New York

Senior relationship banker to Global Corporate clients.Developed the bank's most profitable North American client portfolio. Strengthened the bank's traditional flow product positions and differentiated the bank by finding innovative solutions to client financing challenges with public bond and loan syndication mandates, supply chain finance, international cash management, derivatives, asset securitization, real estate advisory, and insurance.

2000 - 2006 ~6 yrs

Senior Vice President, Large Corporate Group

Greater New York City Area

Senior relationship and business development officer to public and private companies in the Northeast with sales greater than $400 million. Generated 6 new corporate relationships in the first year, expanded Chemicals sector marketing and cross-selling to Diversified Industrials and Consumer Products companies.

1998 - 1999 ~1 yr

Managing Director

Ubs

Greater New York City Area

Senior banker to General Industrial companies. Arranged capital markets financing (including lead mandates and hybrids), structured innovative bilateral loan products, derivatives, trade finance, foreign exchange, supply chain finance, securitization, cross-border finance, structured finance, and syndicated loans, including the firm's largest sole-lead loan syndication.

1985 - 1998 ~13 yrs

Assistant Vice President, Corporate Banking

San Francisco And New York

Lead relationship banker to East Coast corporations, private companies, and international corporations. Initiated a West Coast marketing program that generated new relationships and millions of dollars in incremental business with East Coast clients, then transferred to New York to assume primary responsibility for the bank's major client relationships.

1978 - 1985 ~7 yrs
Team & coworkers

Colleagues at Barnum Financial Group

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3 education records

Chris Criswell education

Education record

Mt. Eden H.S.
FAQ

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What company does Chris Criswell work for?

Chris Criswell works for Barnum Financial Group.

What is Chris Criswell's role at Barnum Financial Group?

Chris Criswell is listed as Financial Advisor | Financial Services Executive | Investment Advisor Representative at Barnum Financial Group at Barnum Financial Group.

What is Chris Criswell's email address?

AeroLeads has found 1 work email signal at @verizon.net for Chris Criswell at Barnum Financial Group.

What is Chris Criswell's phone number?

AeroLeads has found 1 phone signal(s) with area code 917 for Chris Criswell at Barnum Financial Group.

Where is Chris Criswell based?

Chris Criswell is based in New York, United States while working with Barnum Financial Group.

What companies has Chris Criswell worked for?

Chris Criswell has worked for Barnum Financial Group, Axa Advisors, Criswell Financial Associates, Mizuho Corporate Bank, and Mizuho Securities Usa Inc..

Who are Chris Criswell's colleagues at Barnum Financial Group?

Chris Criswell's colleagues at Barnum Financial Group include Justin Podbielski, Cfp®, Clu®, Casl®, Lutcf, Mindee Blanco, Lutcf, Jackson Murphy, Scott Panza, and David Annunziato.

How can I contact Chris Criswell?

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What schools did Chris Criswell attend?

Chris Criswell holds Finance from Golden Gate University.

What skills is Chris Criswell known for?

Chris Criswell is listed with skills including Risk Management, Investment Strategies, Retirement Planning, Wealth Management, Long Term Care Strategies, Tax Efficient Strategies, Estate Planning Strategies, and Business Succession Planning.

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