Chris Liebau joined the Dynasty team the summer after graduating from Marist College. Over the past two years he has experienced what a true team consists of, and what it means to work with advisors and their clients to achieve their goals.
Chris has grown to establish relationships with clients so that they may have another resource on the Dynasty team. His main priority is to be attentive to the advisors and clients, ready to assist in any way until the task is complete. Chris has been exposed to all facets of a full service financial firm and operations under the direction of the Chief Administrative Officer, gaining experience and knowledge with all products related to insurance and wealth management portfolios.
As a client relations associate, you can count on him to take care of your service needs while interfacing with the advisors on your behalf. Chris takes pride in managing his day filled with operational tasks, client correspondence and follow ups. He is always happy assist with online access to your accounts. Chris fits in perfectly with the firm's philosophy of superior customer service by continually adding client touches, which makes our client experience the "Dynasty Difference".
Personal Interests
Hockey, Golf and any outdoor activities.
Professional Designations, Affiliations, Licenses, and Registrations
- Life insurance licensed in NJ
Education
- BS, Marist College – School of Management, Finance. Minors in Economics & Mathematics