Chris Eagles-Smith Email & Phone Number
Senior Vice President and Senior Partner - Wealth Management Services @ Destination Wealth Management
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Chris Eagles-Smith Location
- San Francisco, CA, US
Chris Eagles-Smith Work
- 2021 -now Senior Vice President and Senior Partner - Wealth Management Services @
- 2020 -now Senior Vice President Wealth Management Services @
- 2019 -now Vice President Wealth Management Services @
- 2015 -now Senior Wealth Advisor @
- 2013 -2015 Wealth Advisor @ Polaris Wealth Advisers, LLC
- 2010 -2013 Financial Advisor Associate @
- 2008 -2010 Performance Analyst @
Chris Eagles-Smith Education
- University of California, Berkeley
Professional Sequence in Personal Financial Planning
2011-2014 - UC Irvine
BA
2001-2006 - Università di Bologna 2003-2004
Chris Eagles-Smith Skills
- Financial Planning
- Investments
- Portfolio Management
- Asset Management
- Investment Strategies
- Financial Analysis
- Equities
- Excel
- Research
- Analysis
- Retirement Planning
- Mutual Funds
- Investment Advisory
- Securities
- Asset Allocation
Chris Eagles-Smith Summary
- Chris Eagles-Smith, based in San Francisco, CA, US, is currently a Senior Vice President and Senior Partner - Wealth Management Services at Destination Wealth Management. Chris Eagles-Smith brings experience from previous roles at Destination Wealth Management and Polaris Wealth Advisers, LLC. Chris Eagles-Smith holds a 2011 - 2014 Professional Sequence in Personal Financial Planning @ University of California, Berkeley. With a robust skill set that includes Financial Planning, Investments, Portfolio Management, Asset Management, Investment Strategies and more. Chris Eagles-Smith has 2 emails on RocketReach.
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