Senior Wealth Advisor, SVP @ (January 2013 - January 2018)
Private Wealth Advisor @ (February 2011 - January 2013)
Director of Operations and Client Service @ (September 2007 - February 2011)
Senior Trust Accountant @ (September 2006 - September 2007)
Chris Cole Education
Boston University
Bachelor of Science - BS (Business Administration)
2002-2006
Chris Cole Summary
Chris Cole, based in Boston, MA, US, is currently a Member, Senior Wealth Advisor, SVP at Shepherd Kaplan Krochuk, LLC. Chris Cole brings experience from previous roles at Shepherd Kaplan Krochuk, LLC and Fidelity Investments. Chris Cole holds a 2002 - 2006 Bachelor of Science - BS in Business Administration @ Boston University. Chris Cole has 2 emails on RocketReach.
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