Christopher S. Email & Phone Number
Who is Christopher S.? Overview
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Christopher S. is listed as FSA - Merrill at Merrill Lynch Wealth Management, a company with 34842 employees, based in Brookfield, Connecticut, United States. AeroLeads shows a matched LinkedIn profile for Christopher S..
Christopher S. previously worked as Merrill Financial Solutions Advisor at Merrill Lynch and Board Member and Social Media Coordinator at Brookfield Pop Warner.
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About Christopher S.
Hello, I'm Christopher Scudder, and I am a committed professional with a track record of 13 years' progressive and accomplished experience in financial services. Advancing through Teller, Personal Banker, Service Manager and Relationship Banker roles with Wells Fargo to my current position as a Merrill Financial Solutions Advisor, I have developed key skills that allow me to serve as a valued resource to customers and to consistently meet performance goals. I am skilled in fostering the consistent growth of accounts while ensuring that we meet changing customer needs to achieve satisfaction and retention targets. Always eager to connect with fellow professionals in and outside the financial services field, I look forward to adding you to my network in the near future.
Christopher S.'s current company
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Christopher S. work experience
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Merrill Financial Solutions Advisor
CurrentBoard Member And Social Media Coordinator
CurrentPop Warner is a youth sports program dedicated to bringing cheerleading and football to local children. As social media coordinator, I am responsible for outreach to ensure parents stay connected and aware of everything that is going on, from registration and sign ups to special events. As a board member I am responsible for providing ideas and feedback.
Volunteer
CurrentVolunteer to help teach students about career paths, smart decision making, financial literacy, and many other important life lessons.
Relationship Banker
- Driving business results by building lasting, trust-based relationships with commercial/consumer banking clients, I lead consultations to assess needs and serve as an expert advisor while providing tailored.
- Referring $5MM+ in assets from outside of Wells Fargo in Q3/Q4 of 2022 alone, successfully closing and gaining brokerage relationships.
- Handling complex brank transactions for high-level accounts, including estate, trust, conservatorship, and other transactions.
- Effectively collaborating with financial advisors to develop right-fit recommendations for meeting specific client financial goals and effectively managing risk.
Service Manager
- Promoting excellence in branch operations, I managed teams and led regular training sessions to build their knowledge of policies, controls, and service expectations. Additionally, I monitored compliance with internal.
- Securing nearly $20MM in assets through effective collaboration with the Private Banking team.
- Joining the Loss Committee, partnering with bank leaders for Hudson Valley and Greater Danbury on strategies for minimizing bank losses.
- Being hand picked to deliver a presentation on best practices for loss prevention in the 2016 Suburban New York and Connecticut Risk Summit and also to lead educational sessions in identity theft and fraud at TBICO.
Personal Banker | Teller
- As Personal Banker and Teller, I delivered top-tier service for consumer and business accounts while promoting satisfaction and driving production opportunities.Highlights of my contributions include:
- Being named a "Wells At Work Champion" for my role in leading outreach to local businesses.
- Positioning the branch to exceed the Store Operations Control Report (SOCR), stepping up to take a lead role during a months' long leave of the Service Manager.
Colleagues at Merrill Lynch Wealth Management
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Adam Klupchak
Colleague at Merrill Lynch Wealth Management
Chicago, Illinois, United States, United States
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CP
Christan Perry
Colleague at Merrill Lynch Wealth Management
Jacksonville, Florida, United States, United States
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MJ
Mary Jane Sullivan
Colleague at Merrill Lynch Wealth Management
Oakland, California, United States, United States
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ME
Moses Ehimeakhe
Colleague at Merrill Lynch Wealth Management
Houston, Texas, United States, United States
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DB
David Briegs, Cfp®, Cima®, Crpc™
Colleague at Merrill Lynch Wealth Management
Bridgewater, New Jersey, United States, United States
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MD
Matthew Dibetta, Cfp®, Cpwa®, Se-Awma™
Colleague at Merrill Lynch Wealth Management
Paramus, New Jersey, United States, United States
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RB
Rachel Balts
Colleague at Merrill Lynch Wealth Management
Minneapolis, Minnesota, United States, United States
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MS
Matthew Steiner
Colleague at Merrill Lynch Wealth Management
Cherry Hill, New Jersey, United States, United States
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WC
Walter Casagrande
Colleague at Merrill Lynch Wealth Management
New York, United States, United States
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BM
Breanna Madden
Colleague at Merrill Lynch Wealth Management
New York, New York, United States, United States
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Frequently asked questions about Christopher S.
Quick answers generated from the profile data available on this page.
What company does Christopher S. work for?
Christopher S. works for Merrill Lynch Wealth Management.
What is Christopher S.'s role at Merrill Lynch Wealth Management?
Christopher S. is listed as FSA - Merrill at Merrill Lynch Wealth Management.
Where is Christopher S. based?
Christopher S. is based in Brookfield, Connecticut, United States while working with Merrill Lynch Wealth Management.
What companies has Christopher S. worked for?
Christopher S. has worked for Merrill Lynch Wealth Management, Merrill Lynch, Brookfield Pop Warner, Junior Achievement Usa, and Wells Fargo.
Who are Christopher S.'s colleagues at Merrill Lynch Wealth Management?
Christopher S.'s colleagues at Merrill Lynch Wealth Management include Adam Klupchak, Christan Perry, Mary Jane Sullivan, Moses Ehimeakhe, and David Briegs, Cfp®, Cima®, Crpc™.
How can I contact Christopher S.?
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