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
- Senior Vice President and Senior Partner - Wealth Management Services @ (January 2021 - Present)
- Senior Vice President Wealth Management Services @ (January 2020 - Present)
- Vice President Wealth Management Services @ (January 2019 - Present)
- Senior Wealth Advisor @ (January 2015 - Present)
- Wealth Advisor @ Polaris Wealth Advisers, LLC (January 2013 - January 2015)
- Financial Advisor Associate @ (January 2010 - January 2013)
- Performance Analyst @ (January 2008 - January 2010)
Chris Eagles-Smith Education
- University of California, Berkeley
Professional Sequence in Personal Financial Planning
2011-2014 - UC Irvine
BA
2001-2006 - Alma Mater Studiorum – Università di Bologna 2003-2004
Chris Eagles-Smith Skills
- Analysis
- Asset Allocation
- Asset Management
- Equities
- Excel
- Financial Analysis
- Financial Planning
- Investment Advisory
- Investment Strategies
- Investments
- Mutual Funds
- Portfolio Management
- Research
- Retirement Planning
- Securities
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 Analysis, Asset Allocation, Asset Management, Equities, Excel and more. Chris Eagles-Smith has 2 emails on RocketReach.
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