Christopher Walsh Email & Phone Number
@whitecap.com
3 phones found area 410
LinkedIn matched
Who is Christopher Walsh? Overview
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Christopher Walsh is listed as Financial Solutions Advisor at Merrill Edge, a with 2267 employees, based in Baltimore, Maryland, United States. AeroLeads shows a work email signal at whitecap.com, phone signal with area code 410, and a matched LinkedIn profile for Christopher Walsh.
Christopher Walsh previously worked as Financial Service Representative at Merrill Edge and Operations Coordinator at Radcliffe Jewelers. Christopher Walsh holds Bachelors Of Science, Major In Marketing, Minor In Communications, 3.26 Overall Gpa from Drexel University - College Of Business And Administration.
Email format at Merrill Edge
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AeroLeads found 1 current-domain work email signal for Christopher Walsh. Compare company email patterns before reaching out.
About Christopher Walsh
Christopher Walsh is a Financial Solutions Advisor at Merrill Edge. He possess expertise in sales, microsoft office, social media, facebook, marketing and 25 more skills. Colleagues describe him as "I first met Chris in 2002 while we were attending Drexel University; since that time I have come to know him as a reliable and honest friend who is also incredibly dedicated and an exceptionally hard worker. Chris is someone who I could always rely on and who I could trust completely to be true to his word. We spent several years working on collaborative projects and he unfailingly produced high-quality, consistent results. To say it is an honor to know Chris is an understatement - I'm looking forward to seeing what he will accomplish in the coming years." and "While Chris worked at gkv Communications, one of Baltimore’s premier advertising agencies; he encouraged me to take on challenges. I believe his desire to succeed, passion, and inspiration coupled with his educational and professional experiences will make him a valuable asset to any organization. Chris will help enhance Marketing and/or Events Planning fields."
Listed skills include Sales, Microsoft Office, Social Media, Facebook, and 26 others.
Christopher Walsh's current company
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Christopher Walsh work experience
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Financial Service Representative
Operations Coordinator
• Operational functions include entering new merchandise into internal inventory management system, sending out items for repair and allocating repair costs upon their return, testing watches for accuracy, and giving them to the photographer to take pictures.• Responding to wholesale and retail watch inquiries in a timely manner, billing and shipping orders, registering manufacturer warranties, processing payments, and fulfilling special orders.• Writing detailed product descriptions for a variety of online websites and sales channels, as well as performing individualized research as needed.• Uploading pictures and descriptions to Radcliffe website, eBay, Chrono24, and multiple chat forums.• Helping set up and pack up store daily, displaying merchandise in an organized and aesthetically pleasing manner.• Assisting sales floor staff during busy periods, especially during holidays and annual sale, by providing product knowledge, features and benefits to customers.
Benefits Operations Manager
•Collaborate with Benefits Implementation Manager to ensure proper handoffs to operations team. Ensure processing documentation is accurate and complete.•Review and sign off on escalated Benefits Analysts deliverables (e.g., data quality checks, client responses) to ensure ongoing adherence to standard operating procedures that ensures high quality and provides coaching and development of Benefits Analysts to create a culture of continuous improvement.•Report system defects to Lead Systems Analyst via defect submission process and collaborate with Lead Systems Analyst to mitigate participant damage/risk.•Monitor client operations dashboard measures to proactively identify impacts; identify, plan, and manage process improvement projects to create year-over-year efficiencies in operations.•Develop and deliver client-specific operational training.•Provide client and third party administrator contact support for participant and/or processing-related issues.•Integrate operations resources with Customer Service resources to provide seamless participant resolution support with focus on participant experience.
529 Representative / 401(K) Specialist
529 Representative, 2/2012-9/2013•Answer incoming phone calls from 529 brokers and account holders to service the caller.•Offer detailed 529 product knowledge to callers. •Submit trades via phone calls and process incoming paperwork including account maintenance, redemptions, purchases, exchanges, and rollovers. •Provide support and service to the John Hancock Freedom 529 Sales Desk.•Assemble and fulfill requests for marketing materials, forms, and plan documents.•Use creative problem solving to resolve escalated issues and address underlying client needs.401(k) Specialist, 5/11-2/2012•Provide investment guidance to existing participants based on knowledge of investing, individual objectives, risk tolerance, and investment performance.•Enroll participants into their employer’s retirement plan, discuss investment options, salary deferral, online access, discuss beneficiaries, and assist with rolling over previous employer’s plan.•Process distributions between $10,000-50,000,discuss tax implications, handle One-Call Rollovers.401(k) In-Plan Representative, 11/2009-5/2011•Handle inbound phone inquiries from retirement plan participants, respond to various client service related topics including account maintenance, balance information, processing financial transactions, offering appropriate products and services, and providing education regarding a participant's retirement plan. •Research individual account activity to resolve participant and plan related issues in a timely manner and follow up as necessary.•Process participant transaction requests including investment mix allocation changes, exchanges, loans, salary deferral changes, and withdrawals and perform quality review after transactions have been processed.•Utilize Consultative Client Interaction model to build and enhance relationships with retirement plan participants.•Identify opportunities to retain retirement plan participants and assets by transferring to the appropriate department.
Account Coordinator
•Communicated clients’ needs to Account Management, Creative Department and Interactive Department.•Initiated new product launches by developing creative briefs and scheduling kickoff meetings with appropriate staff.•Oversaw all steps of creative process to ensure deadlines were met and clients’ needs were satisfied. •Coordinated appropriate media buys for various clients.•Communicated between clients and Interactive Department that created websites and microsites for current campaigns.•Created monthly status reports to coincide with client billing sheets.•Assisted with the launch of mobile marketing programs for multiple clients including creating a long term project plan and budget to bring the campaign into the community. •Researched, planned, promoted, and coordinated the execution and staffing of outreach events for several campaigns.•Conducted new business research at local, state, and federal level by finding and evaluating recently posted Request for Proposals (RFP’s).•Managed four interns by assigning daily tasks, evaluating progress, and providing guidance as needed.•Recruited, interviewed, hired and trained additional staff for client’s Call Center.
Customer Service Representative
•Coordinated new orders with the Production Department and scheduled shipping upon completion. •Promptly responded to product pricing and technical information inquiries. •Increased efficiency company-wide by improving communication and reducing paperwork. •Resolved customer complaints in a timely manner.
Acquisitions Specialist
•Conducted preliminary market research by identifying properties in specific zip codes of interest.•Developed pro-formas in Excel using current revenues and expenses to determine important financials such as projected net operating income and capital gains/losses.•Drafted contracts including purchase price and terms. •Met and negotiated contracts with property owners with intent to purchase properties.
Internet Sales Representative
•Responded to Internet inquiries and enticed leads to schedule sales appointments. •Provided sales demonstrations to both Internet and walk-in customers. •Trained a sales team of 10 on how to use new customer relationship management database.
Colleagues at Merrill Edge
Other employees you can reach at merrilledge.com. View company contacts for 2267 employees →
Carson Hymas, Crpc®
Colleague at Merrill EdgeGreater Phoenix Area, United States
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WS
William Salone
Colleague at Merrill EdgeHuntington, New York, United States
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JB
John Busta Jr.
Colleague at Merrill EdgeJacksonville, Florida, United States
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VK
Vijayalakshmi Kallutla
Colleague at Merrill EdgeUnited States
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RC
Robert Chmiel
Colleague at Merrill EdgeGreater Boston, United States
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JM
John Marshall Iii, Mba, Crpc®
Colleague at Merrill EdgePark Ridge, New Jersey, United States
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BA
Barbara Arnold
Colleague at Merrill EdgeWest Dundee, Illinois, United States
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CA
Christopher Anderson
Colleague at Merrill EdgeProvidence, Rhode Island, United States
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BS
Brooke Simmerman
Colleague at Merrill EdgeGreater Phoenix Area, United States
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NA
Nicholas Anzevino
Colleague at Merrill EdgeFreehold, New Jersey, United States
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Christopher Walsh education
Frequently asked questions about Christopher Walsh
Quick answers generated from the profile data available on this page.
What company does Christopher Walsh work for?
Christopher Walsh works for Merrill Edge.
What is Christopher Walsh's role at Merrill Edge?
Christopher Walsh is listed as Financial Solutions Advisor at Merrill Edge.
What is Christopher Walsh's email address?
AeroLeads has found 1 work email signal at @whitecap.com for Christopher Walsh at Merrill Edge.
What is Christopher Walsh's phone number?
AeroLeads has found 3 phone signal(s) with area code 410 for Christopher Walsh at Merrill Edge.
Where is Christopher Walsh based?
Christopher Walsh is based in Baltimore, Maryland, United States while working with Merrill Edge.
What companies has Christopher Walsh worked for?
Christopher Walsh has worked for Merrill Edge, Radcliffe Jewelers, Aon Hewitt, T. Rowe Price, and Gkv Communications.
Who are Christopher Walsh's colleagues at Merrill Edge?
Christopher Walsh's colleagues at Merrill Edge include Carson Hymas, Crpc®, William Salone, John Busta Jr., Vijayalakshmi Kallutla, and Robert Chmiel.
How can I contact Christopher Walsh?
You can use AeroLeads to view verified contact signals for Christopher Walsh at Merrill Edge, including work email, phone, and LinkedIn data when available.
What schools did Christopher Walsh attend?
Christopher Walsh holds Bachelors Of Science, Major In Marketing, Minor In Communications, 3.26 Overall Gpa from Drexel University - College Of Business And Administration.
What skills is Christopher Walsh known for?
Christopher Walsh is listed with skills including Sales, Microsoft Office, Social Media, Facebook, Marketing, Social Media Marketing, Powerpoint, and Customer Service.
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