As an entrepreneurial, results-driven executive with an extensive background in the financial services industry, Cris is passionate about helping RIAs grow. He has managed teams and large assignments throughout his career, professionally coached financial advisors and worked directly with stakeholders and clients.
Cris has brought his decades of expertise to TradePMR, serving as VP of Business Development. Above all, he is dedicated to empowering advisors to grow their businesses by providing state-of-the-art technology within a premium support model designed to give RIAs a comprehensive solution that complements their unique business needs.
CORPORATE
Trade-PMR, Inc.
P.O. Box 358230
Gainesville, FL 32635‑8230
Overnight Delivery
2511 NW 41st St.
Gainesville, FL 32606
TRADEPMR ADVISOR SUPPORT
88-TRADEPMR
(888-723-3767)
Business Development
888‑579‑8640
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Sources and Disclosures
1 Baldwin Named one of “20 People Who Will Change Wealth Management in 2020” by the editors at Financial Planning magazine, December, 2019
² T3/Inside Information Survey, Joel Bruckenstein and Bob Veres, May 2022, sponsored by AssetBook, Holistiplan, Advyzon, Addepar, and Fidelity Investments, T3/Inside Information Advisor Software Survey, Joel Bruckenstein and Bob Veres, March 2021, sponsored by Salesforce, and 2019 Software Survey, Joel Bruckenstein and Bob Veres, January 2019, sponsored by Orion Advisor Services and Morningstar, Inc.
³ Business Intelligence Group Announces the Winners of the 2019 Excellence in Customer Service Awards; Philadelphia, PA, May, 2019
4 50 Most Promising FinTech Solution Providers – 2019, CIOReview, May 2019
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Securities offered through Trade-PMR Inc, Member FINRA/SIPC. Custodial Services provided by First Clearing. First Clearing is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company.
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