Christopher Krein Email & Phone Number

Philadelphia, Pennsylvania, United States

- Developed and prepared comprehensive financial plans using NaviPlan, tailored to the unique cash flow, retirement, education, tax, and estate goals of high-net-worth clients.- Conducted thorough quality reviews of plan submissions, identifying gaps or missing data, and collaborated with advisors to gather additional client information, including external account statements and insurance policies, to enhance projection accuracy.- Analyzed cross-departmental data within the Wealth Management Department to produce a detailed report presented to the executive committee, supporting strategic decision-making.

- Interned for Senior Partner with a primary focus on current client project analyzing overall digital/marketing market awareness.- Conducting research on existing institutional competitors and effective communication.- Participated and presented analysis to Corinthian Cove Consulting’s targeted strategic partner.Corinthian Cove Consulting provides “Strategic & Tactical” consulting to the financial services industry with a focus on institutional investment management companies. Founded in 2005, the firm employs a unique combination of theoretical consulting and analysis, with the actual implementation of recommended solutions and training

Newtown Square, Pennsylvania, United States

Malvern, Pennsylvania, United States

Malvern, Pennsylvania, United States

Ba, Economics & Political Science

Activities and Societies: Theta Chi Fraternity Club Golf

Education record