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Bio

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G. Chris Rathbun is a seasoned finance professional with 29 years of experience in financial analysis, consulting, and leadership. He holds an MBA and a BBA in Accounting from Adelphi University and Iona College, respectively. Chris has worked at top companies like Eli Lilly and Company, Merrill Lynch, and Morgan Stanley Smith Barney, and has certifications as a Producer, Indiana Life and Health, Certified Public Accountant (CPA), and Series 7 and 66.

Credentials

  • Producer, Indiana Life and Health
    Indiana Department of Insurance
    Oct, 2015
    - May, 2026
  • Certified Public Accountant (CPA) - Inactive
    State of Indiana
  • Series 7 and 66
    Financial Industry Regulatory Authority (FINRA)

Experience

  • Merrill Lynch
    • Naples, Florida, United States
    • Registered Client Associate
      • Dec 2017 - Sep 2023
      • Naples, Florida, United States
  • Merrill Lynch
    • 111 Monument Circle, Suite 4200, Indianapolis, ...
    • Registered Client Associate
      • Sep 2009 - Sep 2014
      • 111 Monument Circle, Suite 4200, Indianapolis, ...

      .Series 7 and 66 SEC Licenses.Prepared client and prospect investment reports.Designed and distributed marketing materials to clients and prospects.Administrative duties such as scheduling, website updates, etc.

  • Morgan Stanley Smith Barney
    • Indianapolis, Indiana Area
    • Client Associate
      • 2004 - 2009
      • Indianapolis, Indiana Area
  • Eli Lilly and Company
    • Indianapolis, Indiana Area
    • Financial Systems Consultant
      • 1973 - 2002
      • Indianapolis, Indiana Area

      .Financial Analyst.Department Head - Center of Excellence.Financial Statement preparation.Worldwide financial consolidations - Elizabeth Arden.Assisted in installation of huge financial system (SAP).Responsible for group of analysts aiding users of new financial system (SAP).Designed and impl...

Education

  • 1975 - 1978
    Adelphi University
  • 1960 - 1964
    Iona College

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Financial Services”

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