Chris has been in the financial services industry since 2002. He began his career at one of the world’s largest financial institutions where he worked on their Capital Markets/Secondary Marketing Desk. While there, he rose to a divisional CFO where he was responsible for the financial strategy of this multi-billion dollar operation. In 2007, Chris joined Bank of America’s Strategic Business Alliances Group and oversaw the M&A, joint ventures and marketing services aspects of several divisions. Most recently he was with Merrill Lynch Wealth Management where he focused on developing and implementing financial strategies for his clients.
Chris earned a degree in Economics from the University of Southern California where he played football. Chris continues to be involved with USC currently serving as the President of the Alumni Association of Colorado. He also holds the Certified Private Wealth Advisor (CPWA ®), Chartered Retirement Plans Specialist SM (CRPS ®) , and the Certified Plan Fiduciary Advisor (CPFA) designations.
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