For nearly a decade, Chris Dooley of Arlington, Massachusetts, has enjoyed an accomplished career in finance. Chris Dooley has served as an Investment Consultant for the Burlington, Massachusetts-based TD Ameritrade since 2008. Over the past year, Mr. Dooley was responsible for bringing in more than $50 million in assets. He has been honored with the President’s Club award three times due to his outperformance of the national level. In 2010, Mr. Dooley achieved 178% of his sales quota, all while working toward and eventually attaining his certification as a Certified Financial Planner.
Prior to assuming his current position, Chris Dooley spent two years as a Financial Advisor for Merrill Lynch & Co. His duties involved developing customer financial plans that were tailor made to their needs. Mr. Dooley took into account clients' objectives and current financial situations to build investment strategies that fit within their risk tolerance. Mr. Dooley launched his career in 2004 as an Investment Operations Analyst for Pioneer Investments. There he liaised between internal and external parties, provided research on daily cash balances and failing trades, and shared his findings with 13 custodial banks.
Before starting his career, Chris Dooley attended Rollins College in Winter Park, Florida, where he earned a Bachelor of Arts in Economics. His coursework included money and banking, foreign trade, economic theory, business management, and calculus. Mr. Dooley went on to become a Certified Financial Planner through Merrimack College in North Andover, Massachusetts. Currently, Mr. Dooley holds Series 7, 66, and State Life and Health Insurance licenses.