Christopher Vance Email & Phone Number
@lpl.com
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Who is Christopher Vance? Overview
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Christopher Vance is listed as Supervisory Principal at LPL Financial at LPL Financial, a with 7900 employees, based in Kansas City Metropolitan Area, United States. AeroLeads shows a work email signal at lpl.com and a matched LinkedIn profile for Christopher Vance.
Christopher Vance previously worked as Supervisory Principal at Lpl Financial and Sr. Consultant - Investment Advisory at Waddell & Reed. Christopher Vance holds Bachelor'S Degree, Finance from Pittsburg State University.
Email format at LPL Financial
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AeroLeads found 1 current-domain work email signal for Christopher Vance. Compare company email patterns before reaching out.
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
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Christopher Vance work experience
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Sr. Consultant - Investment Advisory
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.
Training Specialist
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.
Senior Customer Service Representative
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.
Colleagues at LPL Financial
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Gary Barney
Colleague at Lpl FinancialTroy, Michigan, United States
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Tom Dias
Colleague at Lpl FinancialMetropolitan Fresno, United States
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Francesca Ortiz
Colleague at Lpl FinancialUnited States
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Carol Zitzelberger
Colleague at Lpl FinancialLakeland, Florida, United States
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Chris Wolfe
Colleague at Lpl FinancialRedding, California, United States
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Santiago Lim
Colleague at Lpl FinancialSan Diego, California, United States
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Kyler Newman
Colleague at Lpl FinancialAustin, Texas, United States
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Amy Baird
Colleague at Lpl FinancialMckinney, Texas, United States
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Iain Balfour
Colleague at Lpl FinancialClover, South Carolina, United States
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Melissa Chong-Noble
Colleague at Lpl FinancialSan Diego, California, United States
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Christopher Vance education
Frequently asked questions about Christopher Vance
Quick answers generated from the profile data available on this page.
What company does Christopher Vance work for?
Christopher Vance works for LPL Financial.
What is Christopher Vance's role at LPL Financial?
Christopher Vance is listed as Supervisory Principal at LPL Financial at LPL Financial.
What is Christopher Vance's email address?
AeroLeads has found 1 work email signal at @lpl.com for Christopher Vance at LPL Financial.
Where is Christopher Vance based?
Christopher Vance is based in Kansas City Metropolitan Area, United States while working with LPL Financial.
What companies has Christopher Vance worked for?
Christopher Vance has worked for Lpl Financial, Waddell & Reed, Ameriprise Financial, and Ameriprise Advisor Services Inc / H&R Block Financial Advisors.
Who are Christopher Vance's colleagues at LPL Financial?
Christopher Vance's colleagues at LPL Financial include Gary Barney, Tom Dias, Francesca Ortiz, Carol Zitzelberger, and Chris Wolfe.
How can I contact Christopher Vance?
You can use AeroLeads to view verified contact signals for Christopher Vance at LPL Financial, including work email, phone, and LinkedIn data when available.
What schools did Christopher Vance attend?
Christopher Vance holds Bachelor'S Degree, Finance from Pittsburg State University.
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