Since 2019, Christopher Guanciale has been working in Schwab Retirement Plan Services situated 753, 753. This expert is a high-skilled Managing Director, Conversion Management with over 26 years of work experience. According to Christopher's CV and work profile, this person has worked at more than six places with numerous backgrounds and got various skills. Christopher attended school at the Ohio Northern University—Claude W. Pettit College of Law from 1982 to 1985. This professional has professional certification in Series 7 and Series 66. Christopher Guanciale can be found in Richfield, Ohio – where the professional is currently located. You can search for Christopher Guanciale's e-mail and phone. We can also provide you additional contact information upon request.
Name variants:
Kristopher Guanciale,
Chris Guanciale,
Christy Guanciale,
Kit Guanciale,
Kester Guanciale,
Kristof Guanciale,
Toph Guanciale,
Topher Guanciale,
Kris Guanciale,
Stophel Guanciale
Last updated Jul 01, 2024
Contact Information
Last Update
Jul 11, 2022
Email
cm**@aol.com
Location
Richfield, OH
Company
Workplace
Managing Director, Conversion Management
Industry
Financial Services
Colleagues
Work History
Managing Director, Conversion Management
4150 Kinross Lakes Pkwy, Richfield, OH 44286
from May 2019
Senior Vice President
6187 Carpinteria Ave, Carpinteria, CA 93013
Jun 2000 — Jul 2013
Vice President, Director
Created compensation and benefits consulting practice for financial consulting firm. Supported and educated staff members of Family Office, Wealth Transfer Planning, Corporate Executive Serv...
1998 — 2000
Vice President and Trust Officer
Sales and Marketing representative specializing in Employee Benefit Plans.
Established marketing and sales materials for use in client meetings to develop new business for Trust Department...
1988 — 1994
Assistant Trust Officer
Managed Trust Department Employee Benefits Division. Coordinated and administered qualified retirement plans. Developed departmental procedures manuals and training programs to verify compli...
1985 — 1988
Education
1978 — 1982
Occupations
Executive
Chief Executive Officer
Accountant
Finance and Accounting Specialist
Senior Vice President
Corporate Executive
Chief Executive
Accounting Bookkeeper
Bookkeeper
Vice President
Skills
Erisa
Retirement
Investment Advisory
Compliance
401K
Retirement Planning
Employee Benefits
Defined Benefit
Pensions
Qualified Retirement Plans
Due Diligence
Mutual Funds
Mergers and Acquisitions
Defined Contribution
Investments