Crc Christopher O'Banner

Christopher O'Banner, CRC has over 24 years of experience in the financial services industry. Christopher currently works at MissionSquare Retirement as a Relationship Manager, where their responsibilities include conducting employee consultations, providing group education presentations, and hosting annual plan reviews. Prior to this, Christopher worked at Allstate Financial Services, LLC as a Personal Financial Specialist for three years. Christopher also served as a Retirement Plan Advisor at Empower Retirement for ten years, where they developed business relationships, assisted with plan implementation and enrollment, and educated clients on products and investment options. Christopher has had experience in relationship management and client services roles at The Bank of New York, NA and The Northern Trust Company. Additionally, they worked as a Sr. Portfolio Analyst at AIG. Christopher began their career as an Account Executive at Great-West Retirement Services, where they performed educational group presentations and developed business relationships with key decision makers. Throughout their career, Christopher has demonstrated expertise in retirement planning, investment education, and client relationship management.

Christopher O'Banner, CRC has a Master's degree in Predictive Analytics from Northwestern University. Christopher also holds a Bachelor of Science (B.S.) degree in Economics from Northern Illinois University. Additionally, they have a Master of Business Administration degree in Project Management from Keller Graduate School of Management of DeVry University and a Master's degree in Accounting & Financial Management from the same institution.

In terms of certifications, Christopher has obtained several qualifications. These include Google Analytics 4 (GA4) Essential Training, Google Universal Analytics Essential Training (2020), SEO Foundations, and Digital Marketing Foundations, all acquired through LinkedIn. Christopher has also completed a course on Managing Up from LinkedIn. Furthermore, Christopher holds the Series 65 certification from Financial Industry Regulatory Authority (FINRA) and is a Certified Retirement Counselor, CRC® certified by the International Foundation for Retirement Education (InFRE). Christopher has also completed the What to Do in the First 90 Days of Your New Job course from LinkedIn.

Additionally, Christopher has pursued the Series 6 and Series 63 certifications from FINRA and the State of Texas Department of Insurance General Lines qualification, although specific completion details for these certifications are not available.