Christopher Coyle, Aams® Email and Phone Number
I am a Financial Advisor and the Marketing Director at Paramount Associates, a leading financial services firm that provides comprehensive wealth management solutions to individuals and businesses. I have a certification as an Accredited Asset Management Specialist (AAMS), and I completed the Business Bridge Program at The Tuck School of Business at Dartmouth, where I gained a solid foundation in accounting and finance.In my current role, I work with clients to understand their financial goals and needs, and design customized investment plans and asset allocation strategies that align with their risk tolerance and time horizon. I also manage and monitor the firm's marketing campaigns, events and outreach efforts. I am passionate about helping clients achieve their financial objectives and grow their wealth, and I enjoy collaborating with my colleagues and partners to deliver exceptional service and value. I bring a different perspective and experience to the team due to my diverse background in business development and analysis. I love my community. I am on the Volunteer Committees for both the Alzheimer's Association and Autism Speaks, helping fundraise and coordinate volunteer efforts. Due to my interest in constitutional law, I am also on the Parker Chamber of Commerce's Government Affairs Committee.I am always looking to connect with other professionals, so please do not hesitate to reach out!
Paramount Associates Wealth Management
View- Website:
- paramountassoc.com
- Employees:
- 7
-
Financial Advisor And Marketing DirectorParamount Associates Wealth ManagementDenver, Co, Us -
Financial Advisor/Marketing DirectorParamount Associates Wealth Management Apr 2022 - PresentGreenwood Village, Colorado, United StatesAs a financial advisor, I provide personalized guidance, crafting tailored financial plans to help clients achieve their goals. I meticulously assess their financial landscape, offering expertise in investment management, retirement planning, and tax optimization. My approach prioritizes client needs, fostering trust and delivering tangible results in navigating complex financial decisions. Through ongoing collaboration and strategic counsel, I empower individuals and businesses to secure their financial future with confidence.As a marketing manager, I orchestrate strategic campaigns to drive business growth, meticulously analyzing market trends and consumer behavior to craft compelling messages. I safeguard and elevate the company's brand identity, ensuring consistency across all channels. Leveraging data-driven insights, I continuously refine strategies, optimize performance, and maximize ROI. Collaboration with cross-functional teams fuels innovation and alignment, propelling our collective success. -
Business Development Coordinator/Investment AnalystVesterra Investments Feb 2021 - Feb 2022Denver, Colorado, United StatesCompleted and Analyzed over 50 cost-projection analysis of properties for potential clients; Assessed weekly data of the current housing market data utilizing Excel pivot-tables and automated formulas I created; Built a new website for the company utilizing HTML code, integrating it with modern website software; Monitored and managed market campaigns for the company on Facebook and Instagram using Google Analytics to ensure the highest success rate for each campaign. -
Legal Assistant/File ClerkLambdin & Chaney Llp Aug 2019 - Mar 2020Denver, Colorado, United StatesAnalyzed and produced medical summaries, disclosures and discoveries for attorneys/partners; Coordinated with other legal secretaries and paralegals weekly to ensure deadlines were always met in a timely manner; Organized majority of files for the firm, including confidential documents. -
Economic AssistantRemi May 2016 - Jan 2018Coordinated with the senior economist team to work on five economic consulting projects with firms/governmental organizations such as EY and Kansas City EDC; Helped build, examine, and test the six different economic models on sale for over 200 clients; Provided technical assistance for clients on a multitude of questions ranging from input variables in the model to issues with the internal code of the various programs.
Christopher Coyle, Aams® Education Details
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Economics And English -
Accounting And Finance
Frequently Asked Questions about Christopher Coyle, Aams®
What company does Christopher Coyle, Aams® work for?
Christopher Coyle, Aams® works for Paramount Associates Wealth Management
What is Christopher Coyle, Aams®'s role at the current company?
Christopher Coyle, Aams®'s current role is Financial Advisor and Marketing Director.
What schools did Christopher Coyle, Aams® attend?
Christopher Coyle, Aams® attended Amherst College, The Tuck School Of Business At Dartmouth, Denver East High School.
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