Christopher Ward Email & Phone Number

Dallas, Texas, United States

Dallas, Texas, United States

Placed stock, mutual fund, and fixed income trades (Bond’s, CD’s) in a timely manner, clarified transaction terms, and then followed up with Advisor’s to let them know the trade had been succesfully submitted.Resolved Advisor status questions regarding ACH’s, Wire transfers, ACAT transfers, Tender offer’s, mutual fund tradeability, “Cannot hold” investment.

Schenectady, New York, United States

Passed Series 63 - Uniformed Securities Agent State Law Examination - September 2023Passed Series 7TO - General Securities Representative Examination - July 2023On a daily basis, utilized internal systems such as Redtail CRM, Unio and Riskalyze to update client financial information and help the firm's Financial Advisors stay abreast of ever-changing.

Westlake, Texas

Passed Securities Industry Essentials Exam Moved clients' money between bank and investment accounts and set up wire transfers for clients in a timely manner.Carried out required minimum distributions for clients reaching age of mandate.Executed internal journal transfers for clients.Disseminated publicly traded companies stock quotes with real time.

Remote

Nourished current client relationships and identified areas of business need for potential clientsContacted prospective clients to establish a business relationship and met with them via Zoom.Delivered sales presentations highlighting target areas of prospective business need, based on conversational interviews and my own research.Evolved new sales areas.

Dallas, Texas, United States

Utilized as internal point of contact liaison to provide thorough answers directly to customer or to promptly refer customer to a mortgage specialist who can answer directlyNurtured and further developed mutually beneficial working relationships with Mortgage Broker's located in Las Vegas, Nevada and San Francisco, CA, who were clientele of Loan.

Coppell, Texas

Provided mortgage planning advice and financial counsel to Morgan Stanley's Wealth Management clientsReviewed clients finances at all levels from bank statements to investment statements and retirement accountsOriginated loans for Morgan Stanley's Wealth Management client's through a myriad of loan programs such as Non-conforming, Conforming, Jumbo, Tech.

Las Colinas, Texas

Account Manager who specializes in facilitating new hire acclimation with Angel Oak Proprietary Systems and internal non proprietary mortgage systems, ensuring a seamless transition from previous employment.Responsible for maintaining internal procedures, advancing mortgage loans through the loan process and articulating status updates for loans in process.

The Woodlands, TX

Oversaw mortgage lending responsibilities at the branch level within four Woodlands area Wells Fargo branches and one Houston area branchAnalyzed clients’ financial status, credit and property evaluation to determine borrowing feasibility Mastery through professional experience with loan programs such as Conventional, Jumbo, VA, FHA, IRRL and other.

Conroe, Texas

Latham, New York

Bachelor Of Business Administration (Bba), Human Resources Management/Personnel Administration, General

Education record