Chris Carrano has been working as a Financial Advisor at Diastole Wealth Management since 2020. Furthermore, this professional has professional experience at more than 13 companies in the related field. Chris has a total work experience of 15+ years. Chris attended school at the Saint Anselm College from 1995 to 2000. Chris Carrano received the following certifications: Series 7, Series 63, and Series 65. New York, New York is the place where Chris currently lives. You can contact with Chris by looking for phone number or email address or find further information by requesting access to Chris's details.
Name variants:
Christian Carrano,
Christopher Carrano,
Christine Carrano,
Crystal Carrano
Last updated Jul 04, 2024
Contact Information
Last Update
Jul 8, 2022
Email
ca**@aviansecurities.com
Location
New York, NY
Company
Workplace
Colleagues
Work History
Vice President
1291 Boston Post Rd SUITE 101, Madison, CT 06443
Apr 2018 — Jun 2018
Vice President -- Merrill Lynch Banking Advisor
New York, NY
Work with and cover multiple Financial Advisors and Financial Advisor teams within the complex as the private banker to their high net worth clients
Provide weekly updates to the Financial...
Jul 1, 2015 — Apr 2018
Premier Banking Relationship Manager
1 Citizens Plz, Providence, RI 02903
Managed a portfolio of the banks top clients for four of Citizens Premier branches, in an effort to maximize profit and minimize losses within the portfolio.
Worked closely with the Financ...
Feb 2015 — Jul 2015
Select Banker
75 State St, Boston, MA 02109
Chosen by the director of the Mass Affluent Banking Segment to be one of three bankers to run the pilot and launch of Santander Select in the United States. Santander Select is an exclusive...
Mar 1, 2014 — Feb 2015
Equity Research Assistant
Assisted in the creation of the daily newsletter The Signal Report (our flagship product).
Generated and researched investment thesis for the head analyst.
Responsible for portfolio analy...
Oct 2005 — Sep 2007
Financial Analyst -- Securities Lending -- Financial Accounting Department
1 Lincoln St, Boston, MA 02135
Managed internal balance sheets for Financial Accounting Department.
Dealt with all billing discrepancies for our brokers in reference to our lending partners by interacting with the count...
Apr 2005 — Oct 2005
New Business Development Team
2 Education Cir, Cambridge, MA
Tasked with penetrating accounts in the U.S. which had never done business with EF.
Made over 100 outbound calls per day; mostly cold calls.
Used in the training of new employees as they ...
Jan 2005 — Apr 2005
Client Service Representative Ii
245 Summer St, Boston, MA 02210
Managed the operational relationships with outside company partners (Travelers, GE, John Hancock, Principal Group) through daily contact in setting up new insurance contracts sold through F...
Feb 2001 — Nov 2004
Project Associate
Organized and processed research data through a marketing survey for the drug Avonex which resulted in Biogen’s successful targeting of the optimum Avonex user.
Nov 2000 — Jan 2001
Regional Sales Consultant
Responsible for new sales and maintaining positive client relationships.
Presented products in one-on-one and trade show settings, conventions and other events.
Coordinated marketing effo...
May 2000 — Sep 2000
Education
1995 — 2000
Occupations
Financial Broker
Financial Consultant
Accountant
Finance and Accounting Specialist
Financial Services Professional
Financial Services Sales Agent
Accounting Bookkeeper
Bookkeeper
Skills
Portfolio Management
Equities
Finance
Financial Services
Securities
Management
Financial Analysis
Series 63
Sales
Series 7
Sales&Marketing
Equity Research
Asset Management
Mutual Funds
Fixed Income
Customer Service
Analysis
Trading
Relationship Management
Crm