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Chris Frey Location
Denver, CO, US
Chris Frey Work
Financial Advisor @ (August 2025 - Present)
Wealth Management Advisor @ (October 2024 - August 2025)
Financial Consultant @ (September 2018 - October 2024)
Financial Advisor @ Mitchell Financial Group Inc (April 2017 - September 2018)
Chris Frey Education
University of Nebraska-Lincoln
Bachelor of Science - BS
2000-2004
Chris Frey Skills
Account Management
Analytical Skills
Asset Allocation
Asset Management
CRM Software
Certified Financial Planner
Client Presentation
Client Relations
Client Relationship Strengthening
Coaching
Communication
Critical Thinking
Customer Relationship Management (CRM)
Customer Satisfaction
Customer Service
Equities
Estate Planning
Finance
Financial Advisory
Financial Analysis
Financial Concepts
Financial Planning
Financial Planning Software
Financial Services
Google Apps
Income Tax
Industry Training
Investment Advisory
Investment Strategies
Investments
Leadership
Learn New Software Quickly
Management
Microsoft Excel
Microsoft Office
Microsoft Outlook
Microsoft PowerPoint
Microsoft Word
Multitasking
Negotiation
Portfolio Management
Problem Solving
Project Management
Public Speaking
Relationship Building
Retirement
Retirement Planning
Risk Management
Sales
Sales Management
Series 65
Strategy
Tax Planning
Team Building
Team Leadership
Teamwork
Time Management
Trading
Training
Wealth Management
Chris Frey Summary
Chris Frey, based in Denver, CO, US, is currently a Financial Advisor at Private Capital Management, LLC. Chris Frey brings experience from previous roles at Wambolt & Associates, TIAA and Mitchell Financial Group Inc. Chris Frey holds a 2000 - 2004 Bachelor of Science - BS @ University of Nebraska-Lincoln. With a robust skill set that includes Account Management, Analytical Skills, Asset Allocation, Asset Management, CRM Software and more. Chris Frey has 2 emails and 2 mobile phone numbers on RocketReach.
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