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Christian Nwasike

MBA, JSM, MFP, CLC, CTC MSI Fellow™

Principal and
Executive Managing Partner

Christian is an accomplished financial sales professional, business coach and public speaker who brings optimism, passion, creativity and impeccable presentation skills to every engagement. He has extensive experience coaching financial advisors on Industry best practices relating to comprehensive wealth management for retail clients, client service model process improvement management, asset & revenue growth, compliance and marketing. Christian also champions diversity, equity and inclusion in the Financial Services Industry.

Philanthropy and Service

  • Executive Board Member, Association of African American Financial Advisors (Quad A)

  • Advisory Board Member. National Association of Securities Professionals

  • Board Member, Association of Black Estate Planning Professionals

  • Member, The American Bar Association

  • Member, Rotary International

  • Executive Committee Member, Jacksonville University Black Alumni Association

Education, Professional Development & Licenses

  • B.Sc. Business Administration, University of Abuja, Nigeria.

  • EMBA, Executive Master of Business Administration, Jacksonville University, Jacksonville, FL.

  • JSM, Master of Science in Laws, Thomas Jefferson School of Law, San Diego, CA.

  • Fellow, of the Management & Strategy Institute (MSI Fellow™)

  • Fellow, of the Global Academy of Financial Management (GAFM®).

  • MFP®, Master Financial Planner, Global Academy of Financial Management.

  • CRM®, Certified Risk Manager, Global Academy of Financial Management.

  • SSLP Six Sigma Lean Professional , Management & Strategy Institute.

  • CTC, Corporate Leadership & Trainer Certified, Management & Strategy Institute.

  • CMS Certified Change Management Specialist, Management & Strategy Institute.

  • SMAC Social, Mobile, Analytic and Cloud designation.

  • Author, “The Roles Artificial Intelligence (AI) can play in identifying & flagging Financial Crimes; A look at the integration of IBM’s AI named Watson into the Financial Crimes’ prevention initiatives.

Licenses

  • FINRA Series 24 General Principals’ license.

  • FINRA Series 3 Commodity and Futures license.

  • FINRA Series 9 & 10 Branch Supervisory license.

  • FINRA Series 7 General Securities’ license.

  • NASAA Series 66 Investment Advisor and Securities’ agent.

  • VA Life, Health and Variable Annuity license.

Ready to sharpen your skills and exceed your goals?

LET’S DO THIS.
Call us at 708-252-3664 or send us an email to get started.