Chris Briggs
Over 30 years of sales and relationship management working as an investment advisor providing financial and retirement planning while... | Atlanta, Georgia, United States
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Chris Briggs’s Emails ch****@ub****.com
Chris Briggs’s Phone Numbers No phone number available.
Social Media
Chris Briggs’s Location Atlanta, Georgia, United States
Chris Briggs’s Expertise Over 30 years of sales and relationship management working as an investment advisor providing financial and retirement planning while exercising the highest fiduciary duty standards in recommending optimal and suitable asset allocations. Proven track record in marketing complex products to both businesses and individuals. Demonstrated talent of relating quickly and easily with customers to build strong long-term relationships. My experience includes heading the sales efforts for an Atlanta area TAMP where I was a Portfolio Manager and chaired the firm’s investment committee. I oversaw business development and financial planning for an Atlanta based RIA as well as 20 years’ experience managing accounts directly for wealthy individuals. My skills include: - New product/ portfolio development - Designing and conducting seminars for advisors and the public - Writing a bi-weekly whitepaper for public distribution - Recruiting and staff development - Organizing and hosting networking functions - Sales and business development
Chris Briggs’s Current Industry Briggs Financial Services
Chris
Briggs’s Prior Industry
Smith Barney
|
Ubs Wealth Management
|
Iron Capital Advisors
|
Lindner Capital Advisors
|
Core Financial
|
Briggs Financial Services
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Work Experience
Briggs Financial Services
Owner
Wed Jul 01 2020 00:00:00 GMT+0000 (Coordinated Universal Time) — Present
Core Financial
Director of Investments
Sun Dec 01 2019 00:00:00 GMT+0000 (Coordinated Universal Time) — Wed Jul 01 2020 00:00:00 GMT+0000 (Coordinated Universal Time)
Lindner Capital Advisors
National Sales Manager
Fri Jul 01 2016 00:00:00 GMT+0000 (Coordinated Universal Time) — Sun Dec 01 2019 00:00:00 GMT+0000 (Coordinated Universal Time)
Lindner Capital Advisors
V.P. Portfolio Management
Fri Jul 01 2016 00:00:00 GMT+0000 (Coordinated Universal Time) — Fri Jul 01 2016 00:00:00 GMT+0000 (Coordinated Universal Time)
Iron Capital Advisors
Director, CFP
Wed Jun 01 2011 00:00:00 GMT+0000 (Coordinated Universal Time) — Tue Dec 01 2015 00:00:00 GMT+0000 (Coordinated Universal Time)
Ubs Wealth Management
Vice President - Investments
Fri Jan 01 1999 00:00:00 GMT+0000 (Coordinated Universal Time) — Mon Jun 01 2009 00:00:00 GMT+0000 (Coordinated Universal Time)
Smith Barney
Vice President - Investments
Tue Aug 01 1989 00:00:00 GMT+0000 (Coordinated Universal Time) — Fri Jan 01 1999 00:00:00 GMT+0000 (Coordinated Universal Time)Skills
Languages
Chris Briggs Email Addresses
FAQ About Chris Briggs
-
Chris Briggs is located at
Atlanta, Georgia, United States -
Chris Briggs is a
Over 30 years of sales and relationship management working as an investment advisor providing financial and retirement planning while exercising the highest fiduciary duty standards in recommending optimal and suitable asset allocations. Proven track record in marketing complex products to both businesses and individuals. Demonstrated talent of relating quickly and easily with customers to build strong long-term relationships. My experience includes heading the sales efforts for an Atlanta area TAMP where I was a Portfolio Manager and chaired the firm’s investment committee. I oversaw business development and financial planning for an Atlanta based RIA as well as 20 years’ experience managing accounts directly for wealthy individuals. My skills include: - New product/ portfolio development - Designing and conducting seminars for advisors and the public - Writing a bi-weekly whitepaper for public distribution - Recruiting and staff development - Organizing and hosting networking functions - Sales and business development Briggs Financial Services -
Chris Briggs currently works in the
Briggs Financial Services -
Chris Briggs specializes in
Over 30 years of sales and relationship management working as an investment advisor providing financial and retirement planning while exercising the highest fiduciary duty standards in recommending optimal and suitable asset allocations. Proven track record in marketing complex products to both businesses and individuals. Demonstrated talent of relating quickly and easily with customers to build strong long-term relationships. My experience includes heading the sales efforts for an Atlanta area TAMP where I was a Portfolio Manager and chaired the firm’s investment committee. I oversaw business development and financial planning for an Atlanta based RIA as well as 20 years’ experience managing accounts directly for wealthy individuals. My skills include: - New product/ portfolio development - Designing and conducting seminars for advisors and the public - Writing a bi-weekly whitepaper for public distribution - Recruiting and staff development - Organizing and hosting networking functions - Sales and business development -
Chris Briggs speaks the following languages:
No languages available. -
Chris Briggs has prior experience in the following industries:
Core Financial , Lindner Capital Advisors , Lindner Capital Advisors , Iron Capital Advisors , Ubs Wealth Management , Smith Barney -
Chris Briggs has the following professional experience:
Briggs Financial Services , Core Financial , Lindner Capital Advisors , Lindner Capital Advisors , Iron Capital Advisors , Ubs Wealth Management , Smith Barney . -
You can view Chris Briggs’s
LinkedIn profile at LinkedIn URL. -
Chris Briggs’s work email addresses are
[email protected] . -
Chris Briggs works at
Briggs Financial Services
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