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Chris Geddie, CFP, CRPS®

Territory Sales Manager
Dallas, TX, US

Tel: +1 214 8635071

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Professional Designations

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Chartered Retirement Plans Specialist™ (CRPS®)
  • FINRA and SEC Licenses (Inactive):
  • FINRA Series 6: Investment Company Products/Variable Contracts Representative
  • FINRA Series 7: General Securities Registered Representative
  • FINRA Series 26: Investment Company Products/Variable Contracts Principal
  • FINRA Series 63: Uniform Securities Agent State Law Exam
  • FINRA Series 65: Registered Investment Advisor

Education

  • BS (Corporate Communication), The University of Texas at Austin
  • MBA (Finance/Accounting), Southern Methodist University

Current Responsibility

Chris Geddie is a territory sales manager in the Milliman Employee Benefits Administration Practice. He is responsible for sales and marketing of all services delivered by Milliman and for building strategic relationships with consultants and advisors.

Experience

Chris has deep defined contribution and defined benefit plan expertise working with traditional corporate, public, and nonprofit organizations, including hospitals. His role involves leading the sales process to ensure the best possible outcome for the client, then coordinating with the client, Milliman consultants, and outside advisors to deliver a smooth transition during the implementation. In addition, he serves as the national sales lead for the Milliman Employee Stock Ownership Plan (ESOP) practice.

Chris has been in the retirement and financial services industry since 1998, focused exclusively on the institutional market. He has expertise in the areas of plan design, compliance, communications, consulting, administration, and investment advisory services for all types of retirement and employee benefit plans.

  • Work at Milliman

    • “I was offered a chance to come in, shake things up, create something."
    Work at Milliman