C

Chris Dolan's
email & phone

Current Position:

VP of Client Services at B.O.S.S. Retirement Solutions at B.O.S.S. Retirement Solutions

Experience:

23 years

Location:

Lehi, Utah, United States

How to contact Chris Dolan

Last updated:2025-04-07
emaild*********s@bossretirement.com
phone+1-909-***-**13
LinkedIn
YouTube

Analytics

According to LinkedIn Chris Dolan started working on 2002, then the employee has changed 6 companies and 7 jobs. On average, Chris Dolan works for one company for 2 years 11 months. Chris Dolan has been working as a VP of Client Services at B.O.S.S. Retirement Solutions for B.O.S.S. Retirement Solutions for 245 days. If you are interested in this candidate, contact him directly by using contact details provided by SignalHire.

Work Experience

VP of Client Services at B.O.S.S. Retirement Solutions at B.O.S.S. Retirement Solutions

Mar 2025 - Current

RVP - Regional Branch Manager - Director of Business Development at E.A. Buck Financial Services

Feb 2023 - Mar 2025

Senior Regional Financial Planner - Western United States at Baird

Jan 2016 - Feb 2023

Financial Consultant at Charles Schwab

Jul 2013 - Dec 2015

Account Executive at Fidelity Investments

Jan 2009 - Aug 2013

Financial Planning Consultant at Fidelity Investments

Oct 2006 - Jan 2009

Licensed Personal Financial Representative at WM Financial Services

Jan 2005 - Jan 2006

Store Manager at Walgreens

Jan 2002 - Jan 2005

Education

MBA at University of Washington

National Board Certified Financial Planner at Financial Planning Board of Standards

Certificate of Financial Planning at Kaplan University

Series 7

Bachelor of Arts - BA at Brigham Young University

Frequently Asked Questions

What is Chris Dolan's minimum period of employment in the companies?

Chris Dolan's minimum period of employment in various companies is 1 year.

What is Chris Dolan's average duration of employment for different companies?

On average, Chris Dolan works for one company for 3 years 2 months

What industries has Chris Dolan worked in?

Chris Dolan works in the Financial Services. Previously, Chris Dolan worked in the Retail.

What positions has Chris Dolan held before?

Previously, Chris Dolan worked as a RVP - Regional Branch Manager - Director of Business Development, and Senior Regional Financial Planner - Western United States, and Financial Consultant, and Account Executive, and Financial Planning Consultant.

How do I contact Chris Dolan?

Chris Dolan's email address is d*********s@bossretirement.com, phone number is +1-909-***-**13. Sign up to get contact details.

Who is the CEO of the B.O.S.S. Retirement Solutions?

The CEO of the B.O.S.S. Retirement Solutions is Tyson Thacker
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Chris Dolan Namesakes

Name
Company
Position
C
Project Manager
C
BLP Partnership Pty Ltd
Payroll Coordinator
C
Lecturer and researcher at UniSA
C
Reptile Central
Founding Director
C
Chris' Airport Limousines
Owner
C
Marathon
Senior Data Scientist
C
Currently seeking my next big opportunity
Product Director
C
Technical Consulting
C
DG Funding
Partner

Other employees at B.O.S.S. Retirement Solutions

Name
Company
Position
C
Investment Advisor Representative
C
Investment Advisor Representative
R
President and Investment Advisor Representative
D
Investment Advisor Representative
T
Client Services/Servicing Advisor
D
Associate Advisor at BOSS Retirement Solutions
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