Chris Beckman is an experienced operations specialist currently serving as a Senior Operations Specialist at Corient since July 2023. Previously, Chris held the role of Lead Client Service Associate and Operations Innovation Specialist at CI BDF Private Wealth from February 2020 to July 2023. Prior experience includes a position as Client Service Representative at Huber Financial Advisors, LLC from June 2019 to February 2020, and as Investment Division Service & Operations Manager at The EFG Companies for nearly a decade from October 2009 to June 2019. Earlier in the career, Chris worked as a Financial Services Representative at The Tranel Financial Group from June 2008 to April 2009. Chris holds a Bachelor's degree in Finance from Northern Illinois University, completed between 2006 and 2008.
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