Cfp Chris Wright
Driven sales executive with 10+ years of experience as an advisor and advisor sales executive. Proven track record... | Houston, Texas, United States
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Cfp Chris Wright’s Emails ch****@va****.com
Cfp Chris Wright’s Phone Numbers 1610648****
Social Media
Cfp Chris Wright’s Location Houston, Texas, United States
Cfp Chris Wright’s Expertise Driven sales executive with 10+ years of experience as an advisor and advisor sales executive. Proven track record of successfully developing and managing relationships with institutional investors across asset managers, registered investment advisors (RIAs), family offices, and Broker/Dealer advisors. Chris Wright, CFP is currently a Sales Executive working directly for Broker/Dealer advisors in Austin, Houston, and San Antonio Texas. Previously covered the Upper Mid West (IA, ND, NE, MN, SD, WI), Southeast (FL, MS, LA, AR) and Mid-Atlantic regions (NJ and NY). He is responsible for developing new relationships, maintaining and broadening existing relationships, marketing Vanguard investment products and thought leadership, and providing practice management solutions that help advisors grow their businesses. He holds FINRA Series 7 and 63 licenses and is a CFP professional Specialties: Business Development Portfolio Construction Relationship Management Retail Advice
Cfp Chris Wright’s Current Industry Vanguard
Cfp
Chris Wright’s Prior Industry
Vanguard
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Work Experience
Vanguard
External Sales Executive at Vanguard - Wires
Tue Nov 01 2022 00:00:00 GMT+0000 (Coordinated Universal Time) — Present
Vanguard
Regional Sales Executive
Mon Feb 01 2021 00:00:00 GMT+0000 (Coordinated Universal Time) — Tue Nov 01 2022 00:00:00 GMT+0000 (Coordinated Universal Time)
Vanguard
Senior Internal Sales Consultant in Vanguard Financial Advisor Services
Tue Aug 01 2017 00:00:00 GMT+0000 (Coordinated Universal Time) — Mon Feb 01 2021 00:00:00 GMT+0000 (Coordinated Universal Time)
Vanguard
Senior Financial Advisor
Thu Oct 01 2015 00:00:00 GMT+0000 (Coordinated Universal Time) — Tue Aug 01 2017 00:00:00 GMT+0000 (Coordinated Universal Time)
Vanguard
Financial Planner
Thu Nov 01 2012 00:00:00 GMT+0000 (Coordinated Universal Time) — Tue Sep 01 2015 00:00:00 GMT+0000 (Coordinated Universal Time)
Vanguard
Investment Associate
Sat Jan 01 2011 00:00:00 GMT+0000 (Coordinated Universal Time) — Mon Oct 01 2012 00:00:00 GMT+0000 (Coordinated Universal Time)Skills
Languages
Cfp Chris Wright Email Addresses
Cfp Chris Wright Phone Number
FAQ About Cfp Chris Wright
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Cfp Chris Wright is located at
Houston, Texas, United States -
Cfp Chris Wright is a
Driven sales executive with 10+ years of experience as an advisor and advisor sales executive. Proven track record of successfully developing and managing relationships with institutional investors across asset managers, registered investment advisors (RIAs), family offices, and Broker/Dealer advisors. Chris Wright, CFP is currently a Sales Executive working directly for Broker/Dealer advisors in Austin, Houston, and San Antonio Texas. Previously covered the Upper Mid West (IA, ND, NE, MN, SD, WI), Southeast (FL, MS, LA, AR) and Mid-Atlantic regions (NJ and NY). He is responsible for developing new relationships, maintaining and broadening existing relationships, marketing Vanguard investment products and thought leadership, and providing practice management solutions that help advisors grow their businesses. He holds FINRA Series 7 and 63 licenses and is a CFP professional Specialties: Business Development Portfolio Construction Relationship Management Retail Advice Vanguard -
Cfp Chris Wright currently works in the
Vanguard -
Cfp Chris Wright specializes in
Driven sales executive with 10+ years of experience as an advisor and advisor sales executive. Proven track record of successfully developing and managing relationships with institutional investors across asset managers, registered investment advisors (RIAs), family offices, and Broker/Dealer advisors. Chris Wright, CFP is currently a Sales Executive working directly for Broker/Dealer advisors in Austin, Houston, and San Antonio Texas. Previously covered the Upper Mid West (IA, ND, NE, MN, SD, WI), Southeast (FL, MS, LA, AR) and Mid-Atlantic regions (NJ and NY). He is responsible for developing new relationships, maintaining and broadening existing relationships, marketing Vanguard investment products and thought leadership, and providing practice management solutions that help advisors grow their businesses. He holds FINRA Series 7 and 63 licenses and is a CFP professional Specialties: Business Development Portfolio Construction Relationship Management Retail Advice -
Cfp Chris Wright speaks the following languages:
No languages available. -
Cfp Chris Wright has prior experience in the following industries:
Vanguard , Vanguard , Vanguard , Vanguard , Vanguard -
Cfp Chris Wright has the following professional experience:
Vanguard , Vanguard , Vanguard , Vanguard , Vanguard , Vanguard . -
You can view Cfp Chris Wright’s
LinkedIn profile at LinkedIn URL. -
Cfp Chris Wright’s work email addresses are
[email protected] . -
Cfp Chris Wright works at
Vanguard
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