Christopher Cfp

Christopher Cfp

Senior Manager, Senior Wealth Advisor - Schwab Wealth Advisory, Inc. | Seattle, Washington, United States

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Work Experience

Charles Schwab

Senior Manager, Senior Wealth Advisor - Schwab Wealth Advisory, Inc.

2021-04-01 — Present

Thunderbird Field II Veterans Memorial

Board Member

2020-03-01 — 2023-03-01

First Western Trust

Senior Vice President - Senior Portfolio Manager

2018-03-01 — 2021-04-01

Arizona Bank & Trust

Vice President, Trust & Investment Wealth Advisor

2017-05-01 — 2018-03-01

Charles Schwab

Senior Manager, Senior Portfolio Consultant - Schwab Private Client Investment Advisory, Inc.

2009-03-01 — 2017-04-01

Arizona Army National Guard

91 Bravo - Specialist E-4/ Combat Infantry Medic

1996-01-01 — 2002-01-01

Bank of America

Assistant Vice President - Financial Advisor / Premier Client Manager

1996-01-01 — 2009-01-01

Skills

finance brokers brokerage banking financial consulting financial products & services portfolio management advisor services retirement plan services specialty brokerage services

Languages

English