Christopher Vance

Christopher Vance Email and Phone Number

Supervisory Principal at LPL Financial @ LPL Financial
san diego, california, united states
Christopher Vance's Location
Kansas City Metropolitan Area, United States
Christopher Vance's Contact Details

Christopher Vance work email

Christopher Vance personal email

n/a
About Christopher Vance

In my nearly 15 years in the finance industry I have experience in multiple areas of brokerage operations. My responsibilities have ranged and increased from front line call center customer service to placing trades and training other customer service associates to supervision of new accounts and daily trading. In addition to core tasks, I have often worked on cross organizational projects such as systems launches, policy changes and product launches.

Christopher Vance's Current Company Details
LPL Financial

Lpl Financial

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Supervisory Principal at LPL Financial
san diego, california, united states
Website:
lpl.com
Employees:
7900
Christopher Vance Work Experience Details
  • Lpl Financial
    Supervisory Principal
    Lpl Financial Aug 2021 - Present
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  • Waddell & Reed
    Sr. Consultant - Investment Advisory
    Waddell & Reed Jun 2012 - Aug 2021
    Overland Park, Kansas, United States
    Responsible for supervision of financial advisors' investment advisory business including: new accounts, daily equity, mutual fund, fixed income, UIT and options trades, subsequent deposits, and exception reports. Worked with cross organization teams on various projects as a Supervision Subject Matter Expert (SME). FINRA Series 4, Series 7, Series 24, Series 66 licenses.
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  • Ameriprise Financial
    Training Specialist
    Ameriprise Financial Apr 2011 - May 2012
    Minneapolis, Minnesota, United States
    Developed and delivered training for brokerage customer service associates. Areas of training included Customer Service, ThomsonOne/Beta brokerage systems, Equity, Mutual Fund, Fixed Income, UIT and Options Order Entry policies and procedures.
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  • Ameriprise Advisor Services Inc / H&R Block Financial Advisors
    Senior Customer Service Representative
    Ameriprise Advisor Services Inc / H&R Block Financial Advisors May 2007 - Oct 2009
    Kansas City Metropolitan Area
    Responsibilities included: Providing service to clients and advisors on brokerage accounts, placing equity, mutual fund, fixed income, options and UIT trades for clients and financial advisors in a fast paced call center environment, reviewed customer service associates calls for quality assurance and provided coaching to improve customer service.

Christopher Vance Education Details

Frequently Asked Questions about Christopher Vance

What company does Christopher Vance work for?

Christopher Vance works for Lpl Financial

What is Christopher Vance's role at the current company?

Christopher Vance's current role is Supervisory Principal at LPL Financial.

What is Christopher Vance's email address?

Christopher Vance's email address is ch****@****lpl.com

What schools did Christopher Vance attend?

Christopher Vance attended Pittsburg State University.

Who are Christopher Vance's colleagues?

Christopher Vance's colleagues are Tom Berry, Peyton Gulley, Soumik Mukherjee, Enrique Lopez, Marla Campbell, John Haimsohn, Peggy Hartman.

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