Chris Coram Email & Phone Number
Vice President - Wealth Management @ UBS Group AG
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Chris Coram Location
- Tampa, FL, US
Chris Coram Work
- 2013 -now Vice President - Wealth Management @
- 2008 -2013 Vice President @
- 2007 -2008 Associate @
- 2004 -2007 District Sales Manager @
- 1998 -2003 Client Sales Manager @
Chris Coram Education
- Florida State University - Herbert Wertheim College of Business
BA (Finance)
1993-1997
Chris Coram Skills
- Investments
- Portfolio Management
- Series 7
- Asset Allocation
- Wealth Management
- Asset Management
- Series 63
- Financial Services
- Investment Strategies
- Investment Advisory
- Strategic Financial Planning
- Financial Advisory
- Retirement Planning
- Wealth Management Services
- Capital Markets
- Investment Management
- Financial Modeling
- Asset Managment
- Banking
- Mortgage Lending
- Microsoft Office
- Equities
- Private Equity
- Alternative Investments
- Loans
- Underwriting
- Bloomberg Terminal
- Mergers and Acquisitions
- Financial Structuring
- Derivatives
- Mutual Funds
- Corporate Finance
- Due Diligence
- Sales
- Hedge Funds
- Finance
- Securities
- Estate Planning
- Bonds
- Risk Management
- Valuation
- Credit
- Trading
- Sales Management
- Financial Analysis
- Fixed Income
- Investment Banking
- Bloomberg
- Credit Analysis
Chris Coram Summary
- Chris Coram, based in Tampa, FL, US, is currently a Vice President - Wealth Management at UBS. Chris Coram brings experience from previous roles at Bernstein Private Wealth Management, Goldman Sachs and HSBC. Chris Coram holds a 1993 - 1997 BA in Finance @ Florida State University - Herbert Wertheim College of Business. With a robust skill set that includes Investments, Portfolio Management, Series 7, Asset Allocation, Wealth Management and more. Chris Coram has 2 emails and 2 mobile phone numbers on RocketReach.
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