Since 2018, Chris Joseph Carratello has been working in Financial Design Group based 309, 309. This expert is a well-qualified Financial Advisor with over 11 years of work experience. According to Chris's CV and work profile, this person has worked at more than five places with numerous backgrounds and got various skills. Chris studied at the Monmouth University from 2003 to 2009. Chris has professional certification in Series 66 and Series 7. Landon, Ohio is the place where Chris Joseph Carratello presently lives. Find Chris Joseph Carratello's actual email address and number with our search.
Name variants:
Christian Carratello,
Christopher Carratello,
Christine Carratello,
Crystal Carratello
Last updated Jun 30, 2024
Contact Information
Last Update
Jul 11, 2022
Email
cc**@yahoo.com, cc**@msn.com
Location
Landon, OH
Company
Workplace
Financial Advisor
Toledo, OH
Industry
Financial Services, Business Services, Insurance Agent/Broker Management Consulting Services, Insurance Companies, Insurance Agencies & Brokerages
Colleagues
Work History
Financial Advisor
3230 Central Park Dr west #100, Toledo, OH
Financial Planning
Investment Management
Retirement Income Strategies
Risk Management and Insurance Strategies
Estate Planning
Divorce Planning
Inheritance Planning
www.fdgonline.com
from Sep 10, 2018
Transition Specialist, Estates and Trusts
New York, NY
Advise and create client accounts to accommodate immediate and future financial needs. Explain complex nature of retirement and retail brokerage accounts for variety of cliental, as well as ...
Dec 2012 — Jun 2017
Health Insurance Broker
Licensed Health Insurance Broker FL 215 License (2007; 2011 NJ Resident license pending)
Design, implement and maintain several office systems for collecting, tracking and securing client ...
Jan 2008 — Apr 2012
Contract Procurement Specalist
303 west Lancaster Ave SUITE 300, Wayne, PA 19087
Organized contract sourcing
Defined process for governance
Assess risk under guidelines of Sarbanes Oxley
Utilized Six Sigma process to reach goals
Nov 2011 — Feb 2012
Education
Occupations
Financial Broker
Financial Consultant
Accountant
Finance and Accounting Specialist
Representative
Financial Services Professional
Financial Services Sales Agent
Accounting Bookkeeper
Bookkeeper
Skills
Financial Planning
Life Insurance Planning
Risk Management
Financial Services
Strategic Planning
Term Life Insurance
Finance
Social Media
Whole Life Insurance
Anti Money Laundering
Due Diligence
Guitarist
Guitar Playing
Music Theory
Songwriting
Music
Microsoft Office
Microsoft Word
Microsoft Excel
Microsoft Powerpoint
Time Management
Customer Service
Permanent Life Insurance