As Director of Client Services, Christopher leverages over 15 years in finance and more than 5 years in retirement planning to lead his team. He excels at building strong client relationships and training peers, consistently demonstrating strong analytical and leadership skills. He holds QKA-1 and Series 63 certifications and is a University of North Florida alumnus.
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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