Since 2012, Christopher Destefano has been working in Bell Investment Advisors, Inc located 1176, 1176. Christopher Destefano is a qualified Lead Advisor with over eight years of work experience. According to Christopher's resume and work profile, the professional has worked at more than five places with diverse backgrounds and gained different skills. Christopher Destefano studied at the Villanova University from 1999 to 2003. San Francisco, California is the place where this expert presently lives. Find this person's actual phone and email through our search.
Name variants:
Kristopher Destefano,
Chris Destefano,
Christy Destefano,
Kit Destefano,
Kester Destefano,
Kristof Destefano,
Toph Destefano,
Topher Destefano,
Kris Destefano,
Stophel Destefano
Last updated Jul 06, 2024
Contact Information
Last Update
Jul 11, 2022
Email
ch**@villanova.edu
Location
San Francisco, CA
Company
Workplace
Lead Advisor
Oakland, CA
Industry
Investment Management, Investment Advisory Service, Financial Advisor, Investment Advice, Vocational Rehabilitation Services, Financial Advisory Services
Colleagues
Work History
Lead Advisor
1111 Broadway SUITE 1630, Oakland, CA 94607
Privately held RIA in dowtown Oakland servicing high net worth U.S. clientele. Our firm provides fee based Financial Planning by Certified Financial Planners, Investment Management, and also...
2012 — 2014
Lead Advisor
2030 1St Ave, Seattle, WA 98121
Think of us as your Personal CFO. Our comprehensive approach is fueled by a deep understanding of the people we serve. We sit on the same side of the table as our clients and create tailored...
from 2014
Investment Counselor and Ic Training Coordinator
5525 northwest Fisher Creek Dr, Camas, WA 98607
Discretionary Management for Private High-Net Marketplace IC Developement Coordinator
Jan 2008 — Oct 2011
Education
1999 — 2003
1996 — 1999
Occupations
Advisor
Executive
Financial Director
Financial Officer
Financial Manager
Skills
Wealth Management
Investments
Investment Management
Portfolio Management
Retirement Planning
Financial Planning
High Net Worth Individuals
Investment Specialist
Mutual Funds
Equities
Fixed Income
Investment Strategies
Alternative Investments
Strategic Financial Planning
FAQs about Christopher Destefano
What's the main profession of Christopher Destefano?
The expert is a Lead Advisor.
What are the main profession of This expert?
These person's professions are Advisor
Where is Christopher Destefano currently located?
Christopher Destefano is currently located in San Francisco, California.
Does the expert have the email address?
ch**@villanova.edu is Christopher's email address.
How many companies did Christopher Destefano work at?
Christopher Destefano worked at five jobs.
Where has Christopher Destefano studied?
Christopher studied at the Villanova University from 1999 to 2003.
What is professional industry that Christopher Destefano worked in?
Christopher Destefano works in Investment Management industry.
What are the skills of Christopher Destefano?
Christopher has such skills as Wealth Management, Investments, Investment Management, Portfolio Management, Retirement Planning, Financial Planning, and High Net Worth Individuals.