Christopher Durkin Email & Phone Number

Milwaukee, Wi, Us

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.

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.

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.

Menomonee Falls, Wisconsin

Responsible for checking in members and attending to any questions or concerns they may have.

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.

Wauwatosa, Wisconsin

Assisted in warehouse’s control of inventory. Helped keep stock of the warehouse and ran orders that came through.

Madison, Wisconsin

Assisted with the assembly of pre-packaged food products.

Madison, Wisconsin

Worked in areas of food production and customer service.

Germantown, Wisconsin

Performed general landscaping duties.

Madison, Wisconsin

Cleaned on weekends and performed other small tasks around Sellery residence hall.

Brookfield, Wisconsin

Marketed for a business that led to revenues of over $102,000. Painted homes and communicated directly with clients.

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.

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, Wisconsin

Officiated little league baseball and softball games.