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Christopher Mercado Cepa Cfp Cima Aifa

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Christopher Mercado Cepa Cfp Cima Aifa

National Managing Director

San Mateo, California, United States

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Christopher Mercado Cepa Cfp Cima Aifa

Summary

Christopher Mercado is a seasoned professional in the investment advisory sector, currently serving as the National Managing Director at Mariner Advisor Network. With a strong background in change leadership and continuous improvement, he has dedicated his career to enhancing the practices of independent financial advisors. His expertise spans various aspects of finance, including business development and philanthropy, showcasing a commitment to both growth and community service. Christopher's leadership experience is complemented by his academic achievements, including an MBA with a focus on marketing and international studies. He has also contributed to the Peace Corps, emphasizing his dedication to service and education. His multifaceted career reflects a blend of strategic insight and a passion for empowering others in the financial industry.

General

Generalist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Leadership Development

Emerging Technologies

Innovation

Organisational experience

Corporate Experience

Non-Profit Experience

Christopher Mercado Cepa Cfp Cima Aifa

Work Experience

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National Managing Director at

Menlo Financial Services Group, Inc.

February 2012 - Present

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AVP, Regional Advisory Consultant - Northwest at

LPL Financial

October 2005 - February 2012

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Graduate Student Recruitment, Eberhardt School of Business at

University Of The Pacific

January 2005 - May 2005

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US Peace Corps - Business Development Volunteer at

Peace Corps

August 2003 - November 2004

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Graduate Student Recruitment, Eberhardt School of Business at

University Of The Pacific

January 2003 - July 2003

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Industry Consultant, Separate Account Trading & Operations at

First American Financial Corporation

August 2002 - December 2002

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WRAP Trader, Account Administrator at

Allianz Global Investors US Holdings LLC

February 2002 - August 2002

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Internal Wholesaler, Investment Officer at

Allianz Global Investors US Holdings LLC

January 2001 - February 2002

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WRAP Trader, Account Administrator at

Nicholas Applegate Capital Management

February 2000 - January 2001

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Investment Consultant at

Everen Securities

August 1998 - July 1999

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Account Executive at

Janda And Garrington

December 1997 - August 1998

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Internship at

Morgan Stanley

September 1996 - June 1997

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Christopher Mercado Cepa Cfp Cima Aifa

Education

Center for Fiduciary Studies

January 2008 - January 2010

, Cima® Certification

January 2009 - January 2009

, Certificate: Personal Financial Planning, Pfp

January 2006 - January 2007

, Mba

January 2003 - January 2005

Emlyon Business School, Certificate, Global Economic Sustainable Development

January 2004 - January 2004

California State University San Marcos, Bs

January 1995 - January 1997

Frequently Asked Questions about Christopher Mercado Cepa Cfp Cima Aifa

What is Christopher Mercado Cepa Cfp Cima Aifa email address?

Christopher Mercado Cepa Cfp Cima Aifa's primary email address is ********@fsnweb.com. To view the full verified email and additional contact details, sign up for free with Muraena.

Where Christopher Mercado Cepa Cfp Cima Aifa graduated from?

Christopher Mercado Cepa Cfp Cima Aifa holds a degree in Financial Planning And Services from Center for Fiduciary Studies.

How can I directly contact Christopher Mercado Cepa Cfp Cima Aifa?

To contact Christopher Mercado Cepa Cfp Cima Aifa directly, you can use the email address ********@fsnweb.com. Complete contact information is available upon registration with Muraena.

Who is Christopher Mercado Cepa Cfp Cima Aifa?

Christopher Mercado is a seasoned professional in the investment advisory sector, currently serving as the National Managing Director at Mariner Advisor Network. With a strong background in change leadership and continuous improvement, he has dedicated his career to enhancing the practices of independent financial advisors. His expertise spans various aspects of finance, including business development and philanthropy, showcasing a commitment to both growth and community service. Christopher's leadership experience is complemented by his academic achievements, including an MBA with a focus on marketing and international studies. He has also contributed to the Peace Corps, emphasizing his dedication to service and education. His multifaceted career reflects a blend of strategic insight and a passion for empowering others in the financial industry.

Christopher`s contact details

mail

********@fsnweb.com

***********@marineradvisornetwork.com

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