Meet The Team
MANAGING DIRECTOR/Co-FOUNDER
Chris got his start in the financial services industry in 1985 as a retail advisor working at Dean Witter (now known as Morgan Stanley). Being an advisor has given Chris a unique perspective of the benefits and challenges of running a retail business.
Rob Engle spent 17 years at LPL as a Recruiter and Sales Manager. He is a highly accomplished and award-winning sales executive who has been able to leverage his analytical and research skills, combined with his years of experience in the industry…
VP ADVISOR CONSULTING
Chris joined Bridgemark Strategies In June 2018. While independently recruiting advisors Chris was having success, though he quickly learned that he didn’t want to just be a recruiter and wanted to consult advisors helping them with the process to evaluate changing broker/dealers.
DIRECTOR BUSINESS DEVELOPMENT
Shawn started in the business in the summer of 2011 working with Citi Group in Miami, FL. He then decided to move closer to his family in Columbus, OH and was recruited to work for Nationwide.
| Toll Free: | (866)266-8823 |
| Office: | (704)288-4008 |
| Mobile: | (781)704-3131 |
| Fax: | (980)265-2301 |
| Email: | jeff@bridgemarkstrategies.com |