Christine Devries

Christine Devries Email and Phone Number

Retirement Educator at Milliman @ Milliman
seattle, washington, united states
Christine Devries's Location
Austin, Texas Metropolitan Area, United States
Christine Devries's Contact Details

Christine Devries work email

Christine Devries personal email

About Christine Devries

I am a highly motivated Investment Advisor Representative with over 17 years of financial services experience specializing in client management and education with an emphasis on retirement planning. AI am a nationally recognized leader in consistently exceeding goals. Strengths include building relationships, effective client engagement to take action, and communication skills -- both in an individual setting and in a public speaking engagement --to break down complex information. Credentials include Series 7, 66 and Group 1 License.

Christine Devries's Current Company Details
Milliman

Milliman

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Retirement Educator at Milliman
seattle, washington, united states
Website:
milliman.com
Employees:
3506
Christine Devries Work Experience Details
  • Milliman
    Retirement Educator
    Milliman Dec 2023 - Present
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  • Austin Independent School District
    Substitute Teacher/ Admin Assistant
    Austin Independent School District Apr 2022 - Jan 2024
    United States
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  • Transamerica
    Retirement Plan Consultant
    Transamerica Mar 2008 - Feb 2019
    Austin, Texas, United States
    Provided onsite support to employees of a major healthcare system through presentations, group enrollment meetings and one-on-one consultations. Oversaw all parts of retirement education for the 403b and deferred compensation plan management of 457b plan while building client relationship.Recipient of the 2010 and 2013 Eagle Award for top performance nationally.
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  • Wells Fargo Advisors
    Licensed Banker
    Wells Fargo Advisors May 2004 - Mar 2008
    Austin, Texas Area
    * Developed and maintained strong relationships with potential and existing clients;* Identified financial solutions for complex needs (consistent top 10% in region for performance in accounts, loans and cross-sells);* Proven leadership skills, coaching and mentoring team to meet and exceed sales goals (branch met goals for 4 consecutive quarters while under management);* Resolved escalated issues and maintained daily operations to ensure compliance.
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  • Bank One
    Relationship Banker
    Bank One Dec 2002 - May 2004
    Austin, Texas Area
    * Developed new customer base through networking , implementing marketing strategies to exceed goals for new location;* Excelled in cross-sells, including investment sales
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  • Abio Financial Group
    Senior Advisor
    Abio Financial Group Mar 2002 - Oct 2002
    Austin, Tx
    * Asset protection specialist utilizing annuities and trusts;* Led educational seminars on topics such as long term care with 60% appointment ratio.
  • Christine Curtsinger
    Independent Advisor
    Christine Curtsinger 1999 - 2002
    Austin And Carrollton, Tx
    * Developed a book of business consisting of individuals and small employers;* Consulted on a variety of needs ranging from disability, healthcare, long term care and retirement.

Christine Devries Skills

Retirement Retirement Planning Investments 401k Financial Advisory Series 63 Investment Advisory Strategic Financial Planning Iras Mutual Funds Series 7 Employee Benefits Asset Allocation Retirement Plan Consulting Financial Services Wealth Management Time Management Fiduciary Public Speaking Mentoring New Hires Team Building Financial Planning Strategic Planning Customer Engagement Relationship Management Financial Analysis

Christine Devries Education Details

Frequently Asked Questions about Christine Devries

What company does Christine Devries work for?

Christine Devries works for Milliman

What is Christine Devries's role at the current company?

Christine Devries's current role is Retirement Educator at Milliman.

What is Christine Devries's email address?

Christine Devries's email address is cc****@****ail.com

What schools did Christine Devries attend?

Christine Devries attended St. John's University, The University Of Dallas.

What are some of Christine Devries's interests?

Christine Devries has interest in Children, Economic Empowerment, Education, Health.

What skills is Christine Devries known for?

Christine Devries has skills like Retirement, Retirement Planning, Investments, 401k, Financial Advisory, Series 63, Investment Advisory, Strategic Financial Planning, Iras, Mutual Funds, Series 7, Employee Benefits.

Who are Christine Devries's colleagues?

Christine Devries's colleagues are Sabrinah Dubard, Sylvie Corwin, Wayne Blackburn, Grace Walker, David Plonski, Laura Congdon, Billy Pantuso.

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