Chris M
About Chris M
Chris M serves as the Chief Operations Officer at Signature Estate & Investment Advisors, LLC, bringing extensive experience from previous roles at NYLIFE Securities LLC, Signator Investors, Inc., and Equity Services, Inc. He holds an M.B.A. from Fordham University and a BA in Economics from Stony Brook University.
Work at Signature Estate & Investment Advisors
Currently, Chris M serves as the Chief Operations Officer at Signature Estate & Investment Advisors, LLC. He has held this position since 2019, contributing to the firm's operational strategies and efficiencies in Los Angeles, CA. His role involves overseeing various operational aspects to enhance service delivery and client satisfaction.
Education and Expertise
Chris M holds a Master of Business Administration (M.B.A.) in Finance from Fordham University. He also earned a Bachelor of Arts in Economics from Stony Brook University. His educational background provides a strong foundation for his expertise in finance and operations within the financial services sector.
Background in Financial Services
Chris M has extensive experience in the financial services industry. He worked at NYLIFE Securities LLC as Chief of Broker Dealer Operations from 1998 to 2005, and later served as President at Equity Services, Inc. from 2005 to 2007. He also held the position of Past President at Signator Investors, Inc. from 2018 to 2019, where he focused on operational improvements.
Achievements in Operational Efficiency
During his tenure at Signator Investors, Inc., Chris M implemented a new commission payment system that enhanced data capture and operational capacity. He played a significant role in transitioning over 80% of business to a more efficient brokerage platform, which reduced costs and streamlined operations. Additionally, he achieved a 20% reduction in service delivery budget for Equity Services by optimizing technologies.
Licenses and Certifications
Chris M is licensed to sell both insurance products and securities across all states in the United States. This licensing allows him to operate effectively within the financial services industry, providing a broad range of services to clients.