Chris Gridelli is a high-skilled professional, that works in State Street as a Portfolio Accountant from 2010. Chris Gridelli has earned professional experience in more than four positions at different companies. Chris Gridelli went to the University of Massachusetts Dartmouth and got education there from 1995 to 1999. This professional has the following qualifications: Lean Six Sigma Yellow Belt Certification. North Attleboro, Massachusetts is the city, where this professional was known to be living. This expert's phone number and email can be easily accessed through Connexy on demand.
Name variants:
Christian Gridelli,
Christopher Gridelli,
Christine Gridelli,
Crystal Gridelli
Contact Information
Last Update
Jun 23, 2022
Email
cg**@rfcu.com, cg**@hotmail.com
Location
North Attleboro, MA
Company
State Street
Workplace
Portfolio Accountant
Work History
Portfolio Accountant
Provides daily pricing of three client's 401(k) plans.
Responsible for producing and verifying daily prices, corporate actions, monthly and annual financial reports in a timely manner.
Exten...
from Mar 2010
Financial Representative
Identify and cultivate prospective clients.
Interview clients to determine their current income, expenses, insurance coverage, tax status, financial objectives, risk tolerance, and other inf...
Oct 2008 — Nov 2009
Account Executive
Sourced new business by identifying and soliciting mortgage companies to originate residential loans by sales calls, direct mail and face to face presentations.
Created and executed a detail...
Jun 2005 — Oct 2008
Senior Account Representative
Gained supervisory responsibilities and verified the accuracy of the underwriting department's new business and day-to-day policy changes.
Served as a resource for all underwriting associat...
Sep 2000 — Jan 2005
Education
1995 — 1999
Occupations
Executive
Manager
Accountant
Representative
Health Specialist
Certified Nurse Aide
Operations Manager
Nurse
Nurse Practitioner
Skills
Insurance
Customer Service
Investments
Finance
Loans
Sales
Financial Reporting
Leadership
Mortgage Lending
Marketing
Small Business
Mutual Funds
Analysis
Underwriting
Portfolio Management
Banking
Credit
Business Development
Account Management
Funding
Securities
Training
Microsoft Excel
New Business Development
Public Speaking
Life Insurance
Accounting
Risk Management
Financial Services
Time Management
Financial Analysis
FAQs about Chris Gridelli
What's the main profession of Chris Gridelli?
This professional's job is Consumer Lending and Home Equity Manager
What jobs is Chris proficient at at?
The expert is a professional such jobs as Executive and Manager.
Where does Chris Gridelli currently live?
Chris currently lives in North Attleboro, Massachusetts.
What is the professional's email?
The expert's email is cg**@rfcu.com and cg**@hotmail.com.
Where did Chris Gridelli work?
The professional worked at State Street, Northwestern Mutual Financial Network.
What education does Chris Gridelli have?
Chris studied at the University of Massachusetts Dartmouth from 1995 to 1999.
What are the certifications of Chris Gridelli?
Chris received the following certifications: Lean Six Sigma Yellow Belt Certification.
What is professional industry that Chris Gridelli is connected to?
Chris Gridelli works in Banking industry.