Chris L Winkelmann

Wealth Manager and Portfolio

Chris L Winkelmann is a skilled professional, who works in Bridgewater Asset Management on the position of Wealth Manager and Portfolio Manager from 2014. This person gained professional experience in more than six positions at various companies. Chris L Winkelmann went to the College For Financial Planning and was studying from 2014 to 2014. Chris L Winkelmann has the following professional qualifications: Certified Financial Planner, Finra Series 65, and Finra Series 7. Saint Louis, Missouri is the area, where this person was lastly known to live. This professional's email address and number can be accessed through SoftwareOfficial by request.
Name variants:
Christian Winkelmann, Christopher Winkelmann, Christine Winkelmann, Crystal Winkelmann
Last updated Jul 06, 2024

Contact Information

Last Update
Jul 9, 2022
Email
ch**@hotmail.com
Location
Saint Louis, MO
Company
Bridgewater Asset Management

Workplace

Wealth Manager and Portfolio Manager

Work History

Wealth Manager and Portfolio Manager

Developing clients’ financial plans and building, monitoring, and rebalancing their investment portfolios.
from Mar 2014

Fixed Income Trader

12555 Manchester Rd St, Louis, MO
Analyzing, monitoring, and trading packaged bond products; helping advisors build their clients' portfolios.
Feb 2002 — Sep 2013

Financial Consultant

7800 Forsyth Blvd St, Louis, MO
Aug 1998 — Feb 2002

Investment Advisor

Mar 1998 — Jan 2002

Assistant Director

May 1997 — Mar 1998

Planned Giving Associate

221 north Grand Blvd St, Louis, MO
1996 — 1996

Education

2008 — 2009
2005 — 2007
1994 — 1998
1988 — 1994

Occupations

Executive
Manager
Financial Broker
Portfolio Manager
Accountant
Finance and Accounting Specialist
Trader
Operations Manager
Investment Analyst
Financial Analyst
Accounting Bookkeeper
Bookkeeper
Capital Markets Professional
Financial Services Sales Agent

Skills

Investments
Portfolio Management
Investment Advisory
Securities
Financial Planning
Wealth Management
Investment Strategies
Finance
Trading
Asset Allocation
Personal Financial Planning
Personal Finance
Analysis
Asset Management
Research
Fixed Income
Strategic Financial Planning
Unit Investment Trusts
Investment Management
Financial Advisory
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