christopher folland

assistant vice president, client relationship specialist

About

Private Wealth Management associate focused on capital preservation and wealth creation. Extensive experience with the oversight of client accounts including asset management, strategic changes, market commentary and general assistance with financial matters. Always interested in expanding my client base, learning about new products and keeping up with changes in the financial industry that directly affects my clients and their assets. Specialties: Communication Skills, Asset Allocation, Wealth Preservation, BETA, ILX, Thompson One, Excel

Country

united states

City

chicago

Industry

financial services

Skill

Experience

customer service representative

chicago stock exchange

2002-10 - 2004-8 · 1 yr 11 mos

Adusted executions, gave price corrections, busted trades, reconciled same and previous day price/volume/clearing disputes. Acted as liason between customers and specialists on the floor of the exchange.

proprietary trader

great point capital llc

2004-8 - 2006-5 · 1 yr 10 mos

* Traded up to $500,000 in individual securities. * Used Technical and Fundamental Analysis when covering companies. * Grossed over $150,000. * Able to identify market improprieties and imbalances from which I would enter and exit trades.