Christopher Lang Email & Phone Number

Marathon City, Wi, Us

Marshfield, Wisconsin, United States

• Analyze client holdings, identify potential issues, research alternatives, and provide solutions in a timely manner. • Manage relationships with external vendors such as legal counsel, CPAs, and insurance professionals to fulfill client needs. • Identify and implement new products and services, perform due diligence and suitability research. • Responsible for book of business of investment and insurance portfolios of 80+ clients.• Monitor the regulatory environment, implement new requirements as recommended. • Prepare and submit monthly business reports, along with full investment submissions and applications that comply with an ever-changing regulatory environment.• Network and business building, develop relationships and trust.

• Life and Health Insurance licenses in Resident Intermediary designation, along with Series 7 and Series 66 security licenses. • Market identification, and lead generation. • Asset allocation including ratio-based, needs identification, timeframe dependent, and belief-based.

• Lead a team of service oriented, customer centric, frontline employees.• Work with Human Resources to build a high functioning team focusing on communication and teamwork.• Financial analysis and decision making in loan approvals.• Execution of business development plan for continued growth.

• Gather customer data and requirements.• Perform data analysis and reporting to facilitate concentration reports for loan approval.• Preparation and distribution of monthly, quarterly, and annual reports for use internally and externally with regulatory bodies. • Maintain updated borrower files. • Facilitate training of a new team of analysts. • Ensure compliance in a regulatory environment.

Technical Diploma, Project Management, 4.0

Bachelor Of Business Administration - Bba, Economics