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Chris Bachtel Location
Sacramento, CA, US
Chris Bachtel Work
Sr. VP and Trust Manager @ (January 2002 - Present)
VP @ (January 1999 - January 2001)
VP @ Bank of the West (January 1992 - January 1999)
Chris Bachtel Education
College for Financial Planning, NASD, ICB
CTFA, CFP, AAMS, Series 7, 63 and 65 (CFP)
1988-1990
Wake Forest University
Bachelors (Speech Communications and Theater Arts)
1971-1975
Chris Bachtel Skills
Estate Planning
Banking
Investments
Trust Management
Wealth Management
Asset Management
Portfolio Management
Commercial Banking
Commercial Lending
Loans
Securities
Credit
Retirement Planning
Mutual Funds
Investment Management
Mortgage Lending
Management
Financial Analysis
Strategic Planning
Fiduciary Services
Services
Compliance
Microsoft Office
Operations
Project Management
Chris Bachtel Summary
Chris Bachtel, based in Sacramento, CA, US, is currently a Sr. VP and Trust Manager at First Northern Bank. Chris Bachtel brings experience from previous roles at Wells Fargo and Bank of the West. Chris Bachtel holds a 1988 - 1990 CTFA, CFP, AAMS, Series 7, 63 and 65 in CFP @ College for Financial Planning, NASD, ICB. With a robust skill set that includes Estate Planning, Banking, Investments, Trust Management, Wealth Management and more. Chris Bachtel has 1 emails and 1 mobile phone numbers on RocketReach.
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