Christopher Boynton Email & Phone Number

Owings Mills

I educated participants who have separated from their previous employer to explain the different options they have with the retirement plan. Also was responsible for addressing investment needs by identifying goals or plans the participant may have had and educated them on how they can achieve those goals. I processed distributions, rollovers, and other.

Hunt Valley, MD

Educate clients on the new Department of Labor's Fiduciary Rule & the effects it has on managed retirement accounts. Have goal based conversations with clients to understand their risk tolerance, time horizon, and overall financial picture to help them choose the best account type. Also review client's investment profile & portfolio allocation to advise on.

Working as an investment specialist aiding clients in any inquiries they may have in regards to their self directed accounts.

Edgewood, MD

• I am responsible for leading training classes as well as teaching new employees how to operate machinery and perform daily tasks.
• I operate forklifts up to 50 ft. in the air in order to retrieve merchandise (boxes) from shelves as well as stocking the shelves with merchandise.
• I unpacked boxes and stocked locations with merchandise for picking.
• I properly pack boxes with merchandise in preparation for shipment to meet customer satisfaction.
• I am a consummate professional and diligent employee, who performs tasks with a high level of proficiency. I am extremely dependable and consistently accurate with completing assignments by appointed deadlines.

• I trained new employees on the procedures and their responsibilities.
• I worked with a team unloading delivery trucks ranging from 1500-2300 pieces (boxes).
• I transported pallets to proper isles in the store.
• I placed inventory on corresponding shelves and reconcile with master bill to ensure completion.
• I kept merchandise organized and accessible all while quickly and accurately responding to merchandise requests to satisfy customer needs.

Bachelor Of Arts (Ba), Finance And Financial Management Services, 3.0

Member of NABA

Education record