Chris Held Email & Phone Number
Managing Partner - Private Wealth Advisor @ Element Wealth Management
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Chris Held Location
- California, United States
Chris Held Work
- 2019 -now Managing Partner - Private Wealth Advisor @
- 2012 -2019 Portfolio Manager, Financial Advisor, Associate Vice President @
- 2004 -2012 Financial Advisor, Associate Vice President @
Chris Held Education
- San Francisco State University
Bachelor of Science (B.S.) (Finance, General)
2002-2004 - Minnesota State University, Mankato
None (Undergraduate Studies/Finance)
1995-1998 - Robbinsdale Armstrong Senior High School 1991-1994
Chris Held Skills
- Portfolio Management
- Wealth Management
- BPO
- Investments
Chris Held Summary
- Chris Held, based in California, United States, is currently a Managing Partner - Private Wealth Advisor at Element Wealth Management. Chris Held brings experience from previous roles at Morgan Stanley and Wells Fargo Advisors. Chris Held holds a 2002 - 2004 Bachelor of Science (B.S.) in Finance, General @ San Francisco State University. With a robust skill set that includes Portfolio Management, Wealth Management, BPO, Investments and more. Chris Held has 1 emails and 1 mobile phone numbers on RocketReach.
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