Chris Malone Email & Phone Number

Columbus, Oh, Us

Columbus, Ohio

Columbus, Ohio

• Coordinate with team members to develop action plans through the discovery of client goals and objectives to deliver an exceptional client experience• Responsible for growing my book of business through client expansion and new client acquisition through development and execution strategies to proactively source new relationships for the bank• Owns communication and contact strategies in addition to the execution of team processes to ensure client expansion opportunities are captured. Maintain sufficient knowledge of partner offerings to make business-appropriate introductions

Columbus, Ohio

• Assist our Investment Advisors in providing portfolio and relationship management services to high-net-worth clients. Manage these accounts in accordance with the client's goals and objectives by incorporating PNC's integrated investment approach, philosophy, and platform.• Responsible for delivering the PNC investment experience, providing actionable advice, market insight, and reporting on investment results.• Assists in maintaining and growing assets under management and is an active participant in the sales efforts of the business through the introduction and expansion of financial services to both prospects and clients.

Cleveland, Ohio

• Identify and appropriately mitigate different types of risk associated with clients' banking, investments, fiduciary and wealth strategy needs, such as regulatory, reputational, operational and credit. Manage risk and help ensure quality for new and existing clients.• Participate in and support new client acquisition and sales growth strategies to develop skills needed to independently generate new business and revenue. Support the sales process by preparing sales presentations, investment materials and recommendations, etc• Analyze information and apply critical thinking skills to design and execute client solutions including developing and implementing client retention strategies or identifying, monitoring, and addressing at-risk client situations.

Columbus, Ohio

• Assess and recommend tailored financial solutions for both individuals and small businesses• Proactively approach new and existing clients to deliver a broad range of deposit, cash management, investment, and lending products to assist clients in achieving their goals and objectives• Collaborate with respective teams and centers of influence to cross sell the appropriate financial products

Bachelor Of Science - Bs, Consumer And Family Financial Services/Business, Graduate

Activities and Societies: Phi Kappa Psi, Boxing Team.Received a Bachelor of Science in Human Ecology. Consumer and Family Financial.

Cfp® Certification: Education Program, Financial Planning And Services

Coursework consists of General Financial Planning Principals, Professional Conduct and Regulation, Risk Management, Insurance Planning.