Demonstrate leadership skills as co-manager of a top-performing mid-western territory, playing a pivotal role as an internal sales partner. Showcased agility and resilience in the face of market changes, successfully pivoting during collapse in yields which eventually made our flagship GMIB product un marketable. This led to successfully retraining our advisors in territory to also pivot to our robust buffered and fixed annuity offerings.Spearheaded efforts leading to the highest market share within the entire firm in 2021 and 2022 out of 90 teams, driving a total of $150mm in sales.Recognized with the prestigious "Channel Territory of the Year" award in 2022 for exceptional performance.Selected to participate in the competitive Wholesaler Development Program, further sharpening business acumen and sales strategy abilities to grow within career and industry. Ranked as a Final Four participant among 110 contenders in the 2019 Prudential Annuities March Mayhem Competition.Instrumental in successfully revitalizing the previously dormant Presentation Group in 2020, serving as an industry leader for taking an initiative and being able to deliver complex solutions for clients. Established a reputation for effective communication and relationship-building, conducting meetings with current or potential producers via phone, email, or Webex to continue business growth and sales production.Showcased stellar performance by exceeding sales goals every year at Prudential, surpassing 144% of quota in 2022.

Led the development of new business brokerage/sales activities by distributing direct real estate and liquid alternative products in the independent broker dealer channel. Recognized as 1 of 4 internal wholesalers to be promoted to hybrid wholesaler status with a territory to manage.Excelled in 2017 as the top performer nationwide with the most profitable strategy focusing on a direct real estate program.Promoted to serve as a turnaround sales professional in the New England territory and initiate a restructuring process to stimulate sales growth in a franchise market, assuming complete responsibility for coverage in a portion of Connecticut and Vermont.Formulated strategic action plans by consistently assessing sales figures from current high performers to maintain and expand on existing business.Accelerated sales by articulating strategies to Financial Advisors and expounding on core goals in the alternative asset management space, engaging through phone calls, webinars, and in-person meetings within the New England territory.Managed internal wholesaler for the territory, overseeing their activities, focus, and delivery of product knowledge.Ensured Financial Advisors stayed updated on portfolio alterations, industry trends, market changes and identified opportunities for cross-selling other products.Mastered deep understanding of financial markets, emphasizing the credit and real estate sectors, including sustaining knowledge of traditional and alternative trends, product offerings, and potential impacts on existing or prospective clients.Secured trust from Financial Advisors within the territory to gain in-depth insights about their practice and client base, offering alternative solutions that created mutual benefits for the advisor and their clients

As a Financial Solutions Advisor at Merrill Lynch Chris provides clients a premier level of wealth management and investment services by offering customized financial strategies designed to help affluent and high-net-worth clients reach their goals. He draws upon the investment insights of Merrill Lynch and the banking convenience of Bank of America, N.A. to unlock opportunities precisely tailored to their needsAreas of focus include:• Investment Management• Tax-Minimization Strategies• Trust and Estate Planning Services• Concentrated Stock Position Management• Banking and Lending offered through Bank of America, N.A.

Wells Fargo Advisors, LLC, Member SIPC, is a registered broker-dealer and a seperate non-bank affiliate of Wells Fargo & Company. INVESTMENT AND INSURANCE PRODUCTS: NOT FDIC-INSURED/NO BANK GUARANTEE/MAY LOSE VALUE.