Christopher Lally

Financial Advisor, Vice President at SANTANDER INVESTMENT SECURITIES
  • Claim this Profile
Contact Information
us****@****om
(386) 825-5501
Location
US

Topline Score

Topline score feature will be out soon.

Bio

Generated by
Topline AI

You need to have a working account to view this content.
You need to have a working account to view this content.

Experience

    • Financial Services
    • 1 - 100 Employee
    • Financial Advisor, Vice President
      • Jul 2014 - Present

      Building a client base of mass affluent and high net worth individuals. Providing them with a high level of service, comprehensive brokerage services and investment strategies consistent with their financial goals and needs. • Series 7, 31 & 66 licensed. Insurance licensed - Life, Health, Accident and Variable Annuity. • Target markets: Executives, Mass Affluent (banking channel) and Healthcare Providers • Successfully completed the first CFP course, The Financial Planning Process, in December 2011. Show less

    • Financial Services
    • 700 & Above Employee
    • Financial Solutions Advisor, Assistant Vice President
      • Nov 2012 - Jul 2014
    • United States
    • Financial Services
    • 700 & Above Employee
    • Financial Advisor
      • Jun 2011 - Jul 2012

      Please see job description listed under Merrill Edge. Please see job description listed under Merrill Edge.

    • Financial Advisor
      • Mar 2010 - Apr 2011

      Boston, MA Boston, MA

    • France
    • Pharmaceutical Manufacturing
    • 1 - 100 Employee
    • Pharmaceutical District Sales Manager
      • 2005 - 2008
    • Pharmaceutical Manufacturing
    • 200 - 300 Employee
    • District Sales Manager
      • 2003 - 2005
    • Pharmaceutical Manufacturing
    • 1 - 100 Employee
    • Pharmaceutical District Sales Manager
      • 2002 - 2003
    • Switzerland
    • 1 - 100 Employee
    • District Sales Manager/Regional Mkting Mgr/Specialty Sales Rep
      • 1992 - 2002

Education

  • University of Illinois Urbana-Champaign
    BA, Economics, International Economics

Community

You need to have a working account to view this content. Click here to join now