Christopher Brouard Email & Phone Number

New York, New York

• Educating families on key financial concepts to assist them in making the right decisions• Creating financial plans to help clients retire on time, and make their money last long after they are gone• Managing a team of 26 Associates, training them in NYS law regarding licensing, the key concepts we share with families, teaching them how to present to clients and train associates themselves• Regularly communicating with the companies represented by WFG, and performing research to better assist clients

• Own and operate financial management company, successfully managing assets for 5 investors• Analyze multiple currency pairs using MT4 platform and smart phone applications• Execute buy and sell orders in real time, tracking progress and modifying appropriately, including hedging • Maintain visibility to world news in support of fundamentals for relevant currency pairs• Create presentations and marketing materials for distribution to prospective clients• Manage records for investors’ accounts• Acquire new business through social networks and direct marketing• Maintain timely and regular communication with investors

Glen Allen, Virginia