Christopher Moen Email & Phone Number

Wealth Management Advisor | Regional Leader | Talent Developer | Financial AdvisorDeep experience working with clients in the Health Care industry. Experienced in working through all stages of the client's career journey from new hires to preparing for retirement. Financial planning with a focus on pre-retirees during the 5 years leading up to retirement in order to help them gain confidence in their retirement budget, cash flow, social security, Medicare and legacy choices. * Repeat National Chairman's Forum Market Leader* Branch Manager of the District Award* Employee of the Year Dakota DistrictTop ranked Finance leader with a proven track record of leadership and team development skills in financial services industries. Successfully manage a growing portfolio of financial products. Experience developing top ranked Financial Advisors from pre-licensed sales team members, through the process of getting Series 7 and 66 licensed and transitioning into full-time Financial Advisor roles. With over 18 years of experience in the financial services industry, I use my experience as an individual top performer and Regional Market leader to consistently exceed production and customer service targets. My goal is to continually develop a team of professionals at Alerus and help them reach their full potential while providing a world class client experience. I have extensive experience finding solutions for our clients, through being curious and asking the right questions. Additionally, I’ve completed Sandler Sales training to further uncover client’s needs and create consistency in our sales process. I have years of experience underwriting, servicing, and closing loans, as well as wealth and insurance solutions. Our team focuses on delivering world class customer service, and building long lasting relationships for life. I'm also passionate about driving new business and branding through content marketing, social media, and responsive website development. I enjoy actionable tracking of campaigns through analytics and Conversion Rate Optimization.I've always had a passion for entrepreneurship. Using my Entrepreneurship and Marketing degree, I'm always looking to add value and innovation to the businesses I've created and are a part of.Specialties: Entrepreneurship, Banking, and Marketing, Fintech, BlockchainBanking Business Development, Loan Structuring, Portfolio Management, Customer Servicing. Digital Marketer. SEO, SEM, CRO

Listed skills include Banking, Customer Service, Business Development, Leadership, and 23 others.