Chris Beaudry
VP, Financial Consultant at Charles Schwab
Based in Savannah, United States
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Seniority
Vp
Department
Finance & Accounting
Location
Savannah
Industry
Financial Services
Company size
34K
Contact information
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c•••••••@schwab.com
Phone
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Background
About Chris Beaudry
Highly accomplished and results-driven financial specialist with nearly 15 years of experience. Goal-oriented with a passion for financial markets and retirement planning. Able to cultivate and grow client relationships. Assess client needs and deliver strategic investment solutions, including portfolio and risk management and asset allocation. Advanced knowledge of equities, fixed income, mutual funds, options, and other investment vehicles to help clients meet their financial goals. Proficient in exceeding client expectations; recently achieved the highest customer satisfaction score nationally.
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