Chris Merla
About Chris Merla
Chris Merla serves as the Chief Operations Officer at Lion Street, bringing extensive experience in financial operations and risk assessment. He has held various leadership roles in the financial services industry, demonstrating expertise in project management, compliance, and process improvement.
Work at Lion Street
Chris Merla serves as the Chief Operations Officer at Lion Street, a position he has held since 2022. In this role, he focuses on operational efficiencies, compliance, and building relationships with staff, advisors, and clients. His responsibilities include overseeing the company's operations and ensuring alignment with regulatory requirements. Merla's expertise in financial risk assessment and growth supports the company's mission to strengthen clients' financial goals.
Previous Experience at Intrua Financial
Prior to joining Lion Street, Chris Merla worked as the Chief Operations Officer at Intrua Financial from 2015 to 2022. During his tenure in the Houston, Texas area, he managed P&L and budget responsibilities up to $5.1 million. His role involved partnering with financial advisors and focusing on financial risk assessment and growth. Merla's extensive experience in process improvement contributed to the company's operational success.
Career Background in Financial Services
Chris Merla has a diverse background in financial services, having held various positions that enhance his operational expertise. He worked at NFP Advisor Services Group as a Rep Support Specialist from 2004 to 2010 and later as Manager of Licensing & Registration from 2010 to 2013. Additionally, he served as a Senior Examiner at LPL Financial from 2013 to 2015. His experience spans customer service, personnel management, and regulatory compliance.
Education and Qualifications
Chris Merla earned a Bachelor of Business Administration in Business Management and Finance from St. Edward's University, completing his studies between 2001 and 2003. He holds several FINRA registrations, including Series 7, Series 24, and Series 63, making him a registered representative with LPL Financial. His educational background and professional certifications support his operational leadership in the financial sector.
Achievements in Operational Efficiency
Throughout his career, Chris Merla has been recognized for his contributions to operational efficiency and process improvement. His proficiency in project management and planning has established him as an innovator in enhancing organizational performance. Merla's ability to handle complex operational challenges has been instrumental in his roles across different financial institutions.