Chris Barber Email & Phone Number

San Diego, California, United States

Greater Boston Area

Greater San Diego Area

As the primary contact for financial advisors transitioning their business to Commonwealth, worked to create a seamless transition and help advisors become acclimated with all aspects of the firm.• The Transition Associate serves as a primary contact for financial advisors both in the preparation of the transition to Commonwealth, as well as throughout the 4-7 month transition process. • Provided constant training on Commonwealth's technology and operational best practices to financial advisors and their office staff throughout their transition.• On-site training visits to advisor offices helped to strengthen the overall relationship between the Transition Associate and members of the office.• Separate from duties as a Transition Associate, demonstrated Commonwealth’s innovative and intuitive technology to prospective financial advisors with a 90-minute, face-to-face presentation during their initial office visit to Commonwealth.

Greater San Diego Area

With a focus on on building relationships and providing indispensable service, answered inbound phone calls in a fast-paced environment from financial advisors and their staff.• Typically handled between 50 and 70 incoming calls on a daily basis• Assisted in the training of new employees and was a reliable, approachable resource for new hires.

Greater San Diego Area

• Established and maintained brokerage accounts through constant communication with financial advisors and their staff, as well as the other departments within Commonwealth.• Relentlessly provided excellent customer service and strived to establish and build relationships.• Held strong leadership role in New Accounts due to exemplary work ethic, willingness to take on and execute important projects, and constant focus on training and growth of new employees.

Greater Boston Area

Brookline, Ma

• Focused primarily on the rental market throughout the Boston area.• Directed business and created personal relationships with management companies, property managers and individual landlords, leading to several new business outlets for myself and the company as a whole.