Chris Criswell

Chris Criswell Email and Phone Number

Financial Advisor | Financial Services Executive | Investment Advisor Representative at Barnum Financial Group @ Barnum Financial Group
shelton, connecticut, united states
Chris Criswell's Location
New York, New York, United States, United States
Chris Criswell's Contact Details

Chris Criswell work email

Chris Criswell personal email

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Chris Criswell phone numbers

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.

Chris Criswell's Current Company Details
Barnum Financial Group

Barnum Financial Group

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Financial Advisor | Financial Services Executive | Investment Advisor Representative at Barnum Financial Group
shelton, connecticut, united states
Employees:
504
Chris Criswell Work Experience Details
  • Barnum Financial Group
    Financial Advisor | Financial Services Executive | Investment Advisor Representative
    Barnum Financial Group Nov 2016 - Present
    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
  • Axa Advisors
    Financial Consultant
    Axa Advisors Jan 2013 - Oct 2016
    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.
  • Criswell Financial Associates
    Client Relationship Management Ny
    Criswell Financial Associates 2011 - 2012
    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.
  • Mizuho Corporate Bank
    Senior Vice President, Corporate And Investment Banking
    Mizuho Corporate Bank 2007 - 2011
    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.
  • Mizuho Securities Usa Inc.
    Executive Director
    Mizuho Securities Usa Inc. 2007 - 2011
    Greater New York City Area
  • Bnp Paribas
    Managing Director, Corporate Investment Banking
    Bnp Paribas 2000 - 2006
    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.
  • Fleet Bank
    Senior Vice President, Large Corporate Group
    Fleet Bank 1998 - 1999
    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.
  • Ubs
    Managing Director
    Ubs 1985 - 1998
    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.
  • Wells Fargo Bank
    Assistant Vice President, Corporate Banking
    Wells Fargo Bank 1978 - 1985
    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.

Chris Criswell Skills

Risk Management Investment Strategies Retirement Planning Wealth Management Long Term Care Strategies Tax Efficient Strategies Estate Planning Strategies Business Succession Planning Employee Benefits Planning Disability Risk Management College Savings Planning

Chris Criswell Education Details

Frequently Asked Questions about Chris Criswell

What company does Chris Criswell work for?

Chris Criswell works for Barnum Financial Group

What is Chris Criswell's role at the current company?

Chris Criswell's current role is Financial Advisor | Financial Services Executive | Investment Advisor Representative at Barnum Financial Group.

What is Chris Criswell's email address?

Chris Criswell's email address is cw****@****zon.net

What is Chris Criswell's direct phone number?

Chris Criswell's direct phone number is +191740*****

What schools did Chris Criswell attend?

Chris Criswell attended Golden Gate University, California State University - East Bay, Mt. Eden H.s..

What skills is Chris Criswell known for?

Chris Criswell has skills like Risk Management, Investment Strategies, Retirement Planning, Wealth Management, Long Term Care Strategies, Tax Efficient Strategies, Estate Planning Strategies, Business Succession Planning, Employee Benefits Planning, Disability Risk Management, College Savings Planning.

Who are Chris Criswell's colleagues?

Chris Criswell's colleagues are Christina Reilly, Donald Hampton Ii, Jennifer Miller, Hk Fungal, Aiden Horn, Luke Grabowski, Thomas Durkin Chfc® Clu®.

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