Chris Dewlen Email & Phone Number

Boerne, TX, US

Boerne, Texas, United States

San Antonio, Texas, United States

Hybrid Wholesaler for ETF, Mutual Fund, Separately Managed Account (SMA/UMA) and Unit Investment Trust solutions. Covering the Independent and RIA channel in WI, MN, ND, SD, IA, KS, MO, NE.

Boerne TX

I am responsible for expanding distribution of our products to an assigned territory of Financial Advisors. My areas of focus are Unit Investment Trusts (UIT's), Separately Managed Accounts (SMA) and Mutual Funds. I travel to meet with advisors in their offices and at conferences to support their education and sales process. I am often asked to speak on.

Greater San Diego Area

I am a strategic partner with a select group of advisors and help them develop customized investment solutions for their clients in the areas of fixed income, structured products, asset management, unit investment trusts and real estate. I act as an outsourced bond expert for the reps providing access, education, and analysis of fixed income for reps and.

Greater New Orleans Area

-- Created and supported firm SMA and Fee Platforms -- Built assets from $0 to over $2.5 Billion in assets on our firm platform.-- Worked with sponsors to develop business and provide education to our reps-- Field Supervision of 184 reps-- Assisted our reps in setting up their own RIA and oversight of corporate RIA-- Recruited reps to our firm. Added over.

Baton Rouge, Louisiana Area

-- Handled all aspects of the investments for the planning firm-- Led firms transition from primarily fund management to using separate account management. -- Researched managers, selected, and educated planners and paraplanners on managers, styles, etc.-- Helped with asset allocation models for firm.-- Assisted in client meetings and produced.

Greater New Orleans Area

Assumed all responsibilities of a Financial Advisor. I focused on working with professionals and small business owners on planning for their retirement and protecting assets. I worked extensively with 3rd party managers to build portfolios to meet clients needs.

Greater New Orleans Area

Partnered with Sr. Advisor and assisted with various tasks- Helped build Social Screen Overlay for portfolio management system - Worked to market SRI management to prospective and current clients - Assisted in portfolio construction based on SRI Screens and security ratings- Put together slideshows and other materials for Seminars on various topics.