Christopher Durkin

Christopher Durkin Email and Phone Number

Wisconsin Market Client Relationship Manager @ Bank of America Merrill Lynch
Milwaukee, WI, US
Christopher Durkin's Location
Greater Milwaukee, United States
Christopher Durkin's Contact Details

Christopher Durkin work email

Christopher Durkin personal email

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About Christopher Durkin

I began my career with Robert W. Baird in Milwaukee, WI in May 2017. I currently hold my Series 6, 7, 9, 10, 63, 65, and WI Life and Health Insurance licenses. I worked in Baird's Supervision department overseeing operations of branches in the company's Private Wealth Management arm for about two and a half years. I have since transitioned to Baird's Investment Solutions area and support the Private Investment Management program. Prior to Baird, beginning in January 2015, I was with Wells Fargo Advantage Funds. As a client service consultant at Wells Fargo, I provided wealth accumulation, risk management, and retirement strategies through a broad range of products and services. I helped my clients gain an understanding of their current financial position and how it aligned with their financial goals. My mission was to help provide financial security for Wells Fargo clients and their families through a range of products and services, including: retirement and investments.Prior to joining Wells Fargo, I worked at AXA Advisors, LLC and graduated from the University of Wisconsin - Madison with a Bachelor of Science degree in Personal Finance. I live in West Allis and am originally from Menomonee Falls. In my free time I enjoy traveling, golfing, making music, and staying active.

Christopher Durkin's Current Company Details
Bank of America Merrill Lynch

Bank Of America Merrill Lynch

View
Wisconsin Market Client Relationship Manager
Milwaukee, WI, US
Website:
bofaml.com
Employees:
16981
Christopher Durkin Work Experience Details
  • Bank Of America Merrill Lynch
    Wisconsin Market Client Relationship Manager
    Bank Of America Merrill Lynch
    Milwaukee, Wi, Us
  • Baird
    Advisory Solutions Associate
    Baird Nov 2019 - Present
    Milwaukee, Wi
    Works with Baird Financial Advisors and recruits through the Private Investment Management process.Educates new PIM managers on program best practices.Works with existing PIM managers to develop new strategies or modify existing strategies.Develops and delivers educational content that is relevant to portfolio managers.Proactively develops ideas and initiatives to sustainably grow the PIM platform.Continues to enhance and increase advisor leverage of trading platform.Enhances internal processes to allow PIM program to be more efficient and scalable.Develops expertise on the entire advisory platform to effectively partner on broader initiatives within Investment Solutions and this provides a more holistic, book-level practice management guidance to the field.Partners internally with Legal, Compliance, Supervision, Operations, Marketing & Communications, and other areas as necessary to ensure consistent application of broader strategic initiatives.
  • Baird
    Private Wealth Management Supervision Analyst
    Baird May 2017 - Nov 2019
    Milwaukee, Wisconsin
    Responsible for supervising and overseeing the daily activity of Financial Advisors and other associates in accordance with firm written procedures and regulatory rules.Builds positive relationships with branch associates and other support staff departments.Applies industry knowledge when responding to field inquiries and reviewing branch operations.Responsible for review and approval of transaction-based requests.Reviews incoming and outgoing communications from a multitude of mediums to ensure they remain appropriate in nature when considering regulatory standards.Document, research, and analyze problems when presented and provide relevant recommendations to appropriate actions needed to be taken.
  • Wells Fargo
    Client Service Consultant
    Wells Fargo Jan 2015 - May 2017
    Menomonee Falls, Wisconsin
    Met productivity standards while engaging clients in conversations regarding available financial products and services.Worked in a fast-paced action oriented environment using effective organizational, multi-tasking, and prioritizing skills to research, analyze, and determine a course of action for a broad array of financial situations.Managed account inquiries.Provided technical support for website.Uncovered potential cross-sell opportunities.Supported client initiatives with data entry.Participated in call out campaigns client service related issues.Co-led training sessions for new hires or refresher courses for more experienced representatives.Engaged new hires as a mentor in the on-boarding program.
  • Wisconsin Athletic Club
    Front Desk
    Wisconsin Athletic Club Jun 2014 - Feb 2015
    Menomonee Falls, Wisconsin
    Responsible for checking in members and attending to any questions or concerns they may have.
  • Axa Advisors, Llc
    Financial Associate
    Axa Advisors, Llc Sep 2014 - Jan 2015
    Milwaukee, Wisconsin
    My mission was to help provide financial security for our clients and their families through a range of products and services, including: advice, retirement and life insurance.AXA Network, LLC; AXA Network Insurance Agency of California, LLC in CA; AXA Network Insurance Agency of Utah, LLC in UT; AXA Network of Puerto Rico, Inc. in PR. EOE M/F/D/V.
  • Lowe/Map Automotive
    Inventory Manager
    Lowe/Map Automotive Jun 2014 - Aug 2014
    Wauwatosa, Wisconsin
    Assisted in warehouse’s control of inventory. Helped keep stock of the warehouse and ran orders that came through.
  • University Of Wisconsin - Madison Union South
    Kitchen Student Help
    University Of Wisconsin - Madison Union South Jan 2014 - May 2014
    Madison, Wisconsin
    Assisted with the assembly of pre-packaged food products.
  • Cousins Submarines, Inc.
    Crew Member
    Cousins Submarines, Inc. Jan 2013 - Dec 2013
    Madison, Wisconsin
    Worked in areas of food production and customer service.
  • David J. Frank Landscape Contracting, Inc.
    Landscaper
    David J. Frank Landscape Contracting, Inc. Jun 2012 - Aug 2013
    Germantown, Wisconsin
    Performed general landscaping duties.
  • University Of Wisconsin - Madison Housing
    Student Custodian
    University Of Wisconsin - Madison Housing Jan 2012 - May 2012
    Madison, Wisconsin
    Cleaned on weekends and performed other small tasks around Sellery residence hall.
  • College Works Painting
    Painter
    College Works Painting May 2011 - Aug 2011
    Brookfield, Wisconsin
    Marketed for a business that led to revenues of over $102,000. Painted homes and communicated directly with clients.
  • Mcdonald'S Corporation
    Crew Trainer
    Mcdonald'S Corporation Nov 2007 - Aug 2010
    Menomonee Falls, Wisconsin
    Assisted in most areas of food production and customer service. Responsible for training new hires at positions and observing crew to ensure proper procedures were being followed correctly.
  • North Hills Country Club
    Caddie
    North Hills Country Club Apr 2008 - Aug 2008
    Menomonee Falls, Wisconsin
    Responsible for carrying members’ bags and clubs, and gave insightful advice and moral support. Was aware of the challenges and obstacles of the golf course being played, along with the best strategy in playing it. This included knowing overall yardage, pin placements and club selection. Provided any other advice and assistance to players.
  • Menomonee Falls Little League
    Umpire
    Menomonee Falls Little League Apr 2006 - Jul 2007
    Menomonee Falls, Wisconsin
    Officiated little league baseball and softball games.

Christopher Durkin Skills

Fixed Annuities Investments Insurance Retirement Retirement Benefits

Christopher Durkin Education Details

Frequently Asked Questions about Christopher Durkin

What company does Christopher Durkin work for?

Christopher Durkin works for Bank Of America Merrill Lynch

What is Christopher Durkin's role at the current company?

Christopher Durkin's current role is Wisconsin Market Client Relationship Manager.

What is Christopher Durkin's email address?

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What is Christopher Durkin's direct phone number?

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What schools did Christopher Durkin attend?

Christopher Durkin attended University Of Wisconsin-Madison.

What are some of Christopher Durkin's interests?

Christopher Durkin has interest in Traveling, Cars, Fitness, Music, Sports.

What skills is Christopher Durkin known for?

Christopher Durkin has skills like Fixed Annuities, Investments, Insurance, Retirement, Retirement Benefits.

Who are Christopher Durkin's colleagues?

Christopher Durkin's colleagues are Barbara Steward, Dom Greggs, Balaji Rajendra Babu, Michael Conrad, Deepak Pandita, Kenneth Rayburn, Michelle Reist.

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