Chris Geddie, Cfp ®
About Chris Geddie, Cfp ®
Chris Geddie, CFP®, serves as the Regional Sales Manager for Employee Benefits at Milliman, where he has worked since 2015. He has extensive experience in the financial services industry, having held positions at Mutual of America, Lockton Retirement Services, and Fidelity Investments.
Work at Milliman
Chris Geddie serves as the Regional Sales Manager for Employee Benefits at Milliman. He has held this position since 2015, contributing to the company's operations in the Dallas/Fort Worth Area. In this role, Geddie is responsible for managing sales strategies and client relationships within the employee benefits sector.
Previous Experience in Employee Benefits
Before joining Milliman, Chris Geddie worked at Lockton Retirement Services as a Senior Account Executive for a brief period in 2015. His earlier experience includes a decade at Mutual of America, where he served as an Associate Account Executive and later as Regional Manager from 2005 to 2015. This extensive background in employee benefits has equipped him with valuable insights and skills in the industry.
Education and Expertise
Chris Geddie holds a Bachelor of Science degree in Corporate Communication from The University of Texas at Austin. He furthered his education at Southern Methodist University, where he completed a Certificate Program in Financial Planning. Additionally, he earned an MBA with concentrations in Finance and Accounting from the SMU Cox School of Business.
Career at Fidelity Investments
Prior to his roles in employee benefits, Chris Geddie worked at Fidelity Investments from 1998 to 2005. During his tenure, he held multiple positions, including Senior Representative, Quality Assurance Specialist, and Team Manager. This experience provided him with a solid foundation in financial services and client management.