Chris is a versatile financial services Director at Charles Schwab with over 25 years of experience. He specializes in advisor business practices, RIA technologies, and their integration with custodial platforms. He holds a BSBA from Appalachian State University and manages key fintech relationships for Schwabs integration platforms.
Outside of his primary career in finance, Chris has hands-on experience in small business management. He previously served as the VP and Business Manager for a family-owned dental practice, handling all business-related and personnel matters for the office.
Unique fact: He has concurrently managed a career in corporate finance while running the business operations for a family dental practice.
Read the full overview →Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.
Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.
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