Chris Needs Email & Phone Number
@goodlifeco.com
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Who is Chris Needs? Overview
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Chris Needs is listed as Senior Research Analyst at Good Life Companies, a company with 105 employees, based in Orwigsburg, Pennsylvania, United States. AeroLeads shows a work email signal at goodlifeco.com and a matched LinkedIn profile for Chris Needs.
Chris Needs previously worked as Research Analyst at Good Life Companies and Trading Consultant at Guardian Life. Chris Needs holds Bachelor Of Business Administration (Bba), Major: Finance - Minor: Economics from Temple University - Fox School Of Business & Management.
Email format at Good Life Companies
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AeroLeads found 1 current-domain work email signal for Chris Needs. Compare company email patterns before reaching out.
About Chris Needs
Chris Needs is a Senior Research Analyst at Good Life Companies.
Chris Needs's current company
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Chris Needs work experience
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Research Analyst
Current- Managing $2 billion in AUM of dynamic and strategic portfolio positions
- Investment research and due diligence of stocks, bonds, mutual funds & ETFs
- Handle all aspects of portfolio construction, portfolio management, asset allocation, client reporting support and performance reporting
- Co-Host our firm’s ‘Market Enthusiast’ Podcast.
- Compose our firm’s quarterly market outlook and investment commentary
- Portfolio trading/rebalancing, order creation and execution
Trading Consultant
· Handle all aspects of trade acceptance, placement, and review for equity, fixed income, option strategies and mutual funds, including the review and release of orders entered online by Representatives· Ensure that all regulatory and firm margin and options rules, regulations, and trading policies are enforced· Support our Managed Account platform.
Investment & Retirement Center Senior Sales Associate
Complete pre-appointment fact finding and preliminary review of options/opportunities in areas of investment & financial products, such as stocks, bonds, mutual funds, managed accounts, 529s, annuities & life insurance. Build and update financial plans for clients in the areas of retirement, investment and insurance planning.Performs client on-boarding.
Investment & Retirement Center Sales Assistant
Serve as the relationship manager/liaison for IRC clients, completing service requests, withdrawals, account updates and setting review appointments.Solicit prospects through various marketing lists and give presentations on-site at affiliated corporations to increase awareness and sales. Cross-sell products and services including & outside of investments.
Member Advisor
Analyze member accounts and cross-sell products/services to meet the financial needs of members, while advising members on ways to make sound financial decisions. Contact and follow through with members to attain proper loan, IRA and account maintenance documents to meet credit union documentation requirements.
Colleagues at Good Life Companies
Other employees you can reach at goodlifeco.com. View company contacts for 105 employees →
Landon Steck
Colleague at Good Life CompaniesUnited States, United States
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George Lennert
Colleague at Good Life CompaniesReading, Pennsylvania, United States, United States
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Noah Brooks, Cmt® Cipm®
Colleague at Good Life CompaniesReading, Pennsylvania, United States, United States
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Jennifer Ritz
Colleague at Good Life CompaniesMount Pleasant, South Carolina, United States, United States
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Stacey Littles
Colleague at Good Life CompaniesKissimmee, Florida, United States, United States
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KG
Kayla Gettle, Pcm®, Cdmp
Colleague at Good Life CompaniesMyerstown, Pennsylvania, United States, United States
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Rithik Verma
Colleague at Good Life CompaniesLudhiana East, Punjab, India, India
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CB
Christopher Begbie
Colleague at Good Life CompaniesRiverside, Illinois, United States, United States
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GL
Good Life
Colleague at Good Life CompaniesSemarang, Central Java, Indonesia, Indonesia
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JK
Jesse Kotey
Colleague at Good Life CompaniesAccra, Greater Accra Region, Ghana, Ghana
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Chris Needs education
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Temple University - Fox School Of Business & Management
Frequently asked questions about Chris Needs
Quick answers generated from the profile data available on this page.
What company does Chris Needs work for?
Chris Needs works for Good Life Companies.
What is Chris Needs's role at Good Life Companies?
Chris Needs is listed as Senior Research Analyst at Good Life Companies.
What is Chris Needs's email address?
AeroLeads has found 1 work email signal at @goodlifeco.com for Chris Needs at Good Life Companies.
Where is Chris Needs based?
Chris Needs is based in Orwigsburg, Pennsylvania, United States while working with Good Life Companies.
What companies has Chris Needs worked for?
Chris Needs has worked for Good Life Companies, Guardian Life, Cuna Brokerage Services, Inc, American Heritage Federal Credit Union, and Hollywood Casino.
Who are Chris Needs's colleagues at Good Life Companies?
Chris Needs's colleagues at Good Life Companies include Landon Steck, George Lennert, Noah Brooks, Cmt® Cipm®, Jennifer Ritz, and Stacey Littles.
How can I contact Chris Needs?
You can use AeroLeads to view verified contact signals for Chris Needs at Good Life Companies, including work email, phone, and LinkedIn data when available.
What schools did Chris Needs attend?
Chris Needs holds Bachelor Of Business Administration (Bba), Major: Finance - Minor: Economics from Temple University - Fox School Of Business & Management.
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