Managing Partner
CurrentMy role is to advise/consult financial advisors when they are looking for change in their business. That can be a BD/RIA transition, succession planning, M&A, helping create an RIA, and many other solutions they may need.
Please complete the CAPTCHA to continue
@bridgemarkstrategies.com
✓
2 phones found area 614
✓
LinkedIn matched
A concise factual answer block for searchers comparing this professional profile.
Christopher Dunn is listed as Managing Partner at Bridgemark Strategies at Bridgemark Strategies, a company with 8 employees, based in Camas, Washington, United States. AeroLeads shows a work email signal at bridgemarkstrategies.com, phone signal with area code 614, and a matched LinkedIn profile for Christopher Dunn.
Christopher Dunn previously worked as Managing Partner at Bridgemark Strategies and Managing Director at Bridgemark Strategies. Christopher Dunn holds Bachelors, Marketing, Public Relations, And Human Resources, 3.5 Cum Laude from Franklin University.
This section adds company-level context without repeating Christopher Dunn's masked contact details.
AeroLeads found 2 current-domain work email signals for Christopher Dunn. Compare company email patterns before reaching out.
Bridgemark Strategies is a comprehensive independent consultancy for financial advisors and financial advisory firms who are seeking strategic planning, execution and advice in Broker-Dealer change, RIA evaluation or succession planning including mergers or acquisitions for their firm.
Listed skills include Sales Management, Insurance, Investments, Mutual Funds, and 35 others.
Company context helps verify the profile and gives searchers a useful next step.
A career timeline built from the work history available for this profile.
Camas, Washington, United States
My role is to advise/consult financial advisors when they are looking for change in their business. That can be a BD/RIA transition, succession planning, M&A, helping create an RIA, and many other solutions they may need.
Camas, WA, United States
Bridgemark Strategies is a comprehensive independent consultancy for financial advisors and financial advisory firms who are seeking strategic planning, execution and advice in Broker-Dealer change, RIA evaluation or succession planning including mergers or acquisitions for their firm.
Camas, WA
Bridgemark Strategies is a comprehensive independent consultancy for financial advisors and financial advisory firms who are seeking strategic planning, execution and advice in Broker-Dealer change, RIA evaluation or succession planning including mergers or acquisitions for their firm.
Portland, Oregon Area
Promoted to position to cultivate strong relationships with territory advisors, conduct presentations on multiple topics (Social Security, Medicaid, HealthCare) and impart Nationwide value added proposition to advisors/producers to build solid new territory in less than 2 years.-Successfully achieved 2017 aggressive sales goals in July resulting from.
Columbus, Ohio Area
-Charged with targeting key producers and converting them to promoting and selling Nationwide annuities.-Performed as internal and external wholesaler with key duties of sales and operations in territory consisting of Seattle and Portland Independent Channel.-Significantly exceeded sales goals achieving $35M on a $27M goal, 2013. -Adhered to 7 Touch.
Columbus, Ohio Area
-Grew annuity territory from $40M to $75M within 2 years with 37% CAGR.-Nationally ranked #1 Regional Internal Consultant, 2012.
Columbus, Ohio Area
-Instrumental in Nationwide adopting new sales strategy resulting from participating in pilot testing and achieving desired results.-Implemented successful territory alignment for 5 wholesalers and conducted weekly required 10 meetings per wholesaler.
Columbus, Ohio Area
-Consistently exceeded daily goals and singlehandedly retained $1,235,293.00 in assets by proactively implementing Oracle, Excel, Map Point, and online tools to prospect and qualify investment professionals.
Other employees you can reach at bridgemarkstrategies.com. View company contacts for 8 employees →
Brian O'Leary
Colleague at Bridgemark StrategiesSt James, New York, United States, United States
View →
TR
Timari Robison
Colleague at Bridgemark StrategiesMagnolia, Texas, United States, United States
View →
TS
Troy Simmons
Colleague at Bridgemark StrategiesLas Vegas, Nevada, United States, United States
View →
BS
Brian Shulstad
Colleague at Bridgemark StrategiesAtlanta Metropolitan Area, United States
View →
Quick answers generated from the profile data available on this page.
Christopher Dunn works for Bridgemark Strategies.
Christopher Dunn is listed as Managing Partner at Bridgemark Strategies at Bridgemark Strategies.
AeroLeads has found 2 work email signals at @bridgemarkstrategies.com for Christopher Dunn at Bridgemark Strategies.
AeroLeads has found 2 phone signal(s) with area code 614 for Christopher Dunn at Bridgemark Strategies.
Christopher Dunn is based in Camas, Washington, United States while working with Bridgemark Strategies.
Christopher Dunn has worked for Bridgemark Strategies and Nationwide Financial.
Christopher Dunn's colleagues at Bridgemark Strategies include Brian O'Leary, Timari Robison, Troy Simmons, and Brian Shulstad.
You can use AeroLeads to view verified contact signals for Christopher Dunn at Bridgemark Strategies, including work email, phone, and LinkedIn data when available.
Christopher Dunn holds Bachelors, Marketing, Public Relations, And Human Resources, 3.5 Cum Laude from Franklin University.
Christopher Dunn is listed with skills including Sales Management, Insurance, Investments, Mutual Funds, Strategic Financial Planning, Sales, Retirement Planning, and Retirement.
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trial Search contactsCheck these profiles if this is not the Christopher Dunn you were looking for.