Chris Bearden
Sam Houston State University
Tell me more about Chris Bearden?
Christopher Bearden is an experienced professional with 11.1 years of work experience in sales and customer relationship management. He has a background in finance and the oil & gas industries, where he managed specialty financial planning projects from inception to completion. Christopher is skilled in financial trend analysis, formulating effective plans, conducting research and analysis, developing financial reports, and coordinating statistical projects. He excels at interfacing with team members at all levels to meet organizational goals and is adept at collaborating with all levels to achieve organizational goals. Christopher is a highly competitive environment, with leadership skills that drive success in building long-standing organizational and client relationships.
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About
Experienced in sales and customer relationship management, with a background in finance and the oil & gas industries, who has managed specialty financial planning projects from inception to completion. Experienced in identifying and analyzing financial trends and formulating effective, successful plans. Proficient in conducting research and analysis, developing financial reports, and coordinating statistical projects. Excels at interfacing with team members at all levels to meet and exceed organizational goals. Operates well in a highly competitive environment in which leadership skills are the key to success to develop long standing organizational and client relationships.
...See MoreWork Experience
Financial Advisor
Financial Advisor
Financial Services
Chris Bearden's Professional Milestones
- Customer Contracts Specialist (2012-08-01~2016-06-01): Successfully negotiated complex contracts with high-value clients, ensuring their satisfaction and enhancing loyalty.
- Financial Advisor: Successfully prepared complex financial policies, maximizing client returns and driving financial success.
Education
Economics,
Bachelors
2005-2009Skill
Book Keeping
Cash Handling Experience
Inventory Management
Schedules
Microsoft Office
Phone Skills
Sales
Customer Service
Microsoft Technologies
Management
Training
Organization
Retirement Income Planning
Investment Strategies
Retirement Planning
Financial Advisor
Financial Education
Estate Planning Services And Wealth Transfer
Customizable Investment Strategies
Goals Based Wealth Management
Estate And Retirement Planning Services
Business Financial Strategies
Salesforce.com
Series 7
Series 66
Certification
Colleagues
Chester Mendoza
Product Owner
Dawn Loureiro
Vice President Of Marketing Systems Strategies And Implementation
Richard Reed
IT Project Manager | Senior Business Analyst | Certified Scrum Master Product Owner
Lillian Caliman
Chief Information Officer | Senior Vice President
Todd McGrath
Managing Director | Chief Operating Officer
Other Named Chris Bearden
Frequently asked questions
We found 5 Chris Bearden's email addresses
We found 1 Chris Bearden's phone numbers
Chris Bearden's social media include: Linkedin,
Chris Bearden works for AIG Retirement Services
Chris Bearden's role in AIG Retirement Services is Financial Advisor
Chris Bearden works in the industry of Financial Services
Chris Bearden's colleagues are Chester Mendoza,Dawn Loureiro,Richard Reed
Chris Bearden's latest job experience is Financial Advisor at AIG Retirement Services
Chris Bearden's latest education in Sam Houston State University