Chris Rea Email & Phone Number
Financial Advisor, Vice President - BMO Investment Services @ BMO Wealth Management - U.S.
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Chris Rea Location
- United States
Chris Rea Work
- 2010 -now Financial Advisor, Vice President - BMO Investment Services @
- 2020 -now Sr. Wealth Financial Advisor, VP - BancWest Investment Services @
- 2017 -2020 Wealth Management Group - Market Leader, SVP - OK and KS and MO @
- 2010 -2017 Sr. Wealth Financial Advisor - BancWest Investment Services @
- 2004 -2010 Financial Advisor @
- 2001 -2004 Personal Banker @
Chris Rea Education
- Fresno Pacific University
(Business Administration, Marketing)
2012-2016 - Fresno Pacific University 2015
- Fresno Pacific University
Bachelor of Business Administration (Marketing)
2010-2014 - Clovis East High School 2007
- Fresno City College
(Radiology)
Chris Rea Skills
- Finance
- Series 7
- Wealth Management
- Retirement Planning
- Mutual Funds
- Asset Allocation
- Investments
- Investment Advisory
- Series 63
- Investment Strategies
- Long Term Care Insurance
- Microsoft Office
- Sales
- Salesforce.com
- Customer Service
- Credit
- Insurance Planning
- Wealth Management Services
- Banking
- Management
- Holistic Financial Planning
- Life Insurance
- Advertising
- Marketing Strategy
- Social Media
- Loans
- Cross Selling
- Retail Banking
- Commercial Banking
- Leadership
- Microsoft Excel
- Microsoft Word
- Microsoft PowerPoint
Chris Rea Summary
- Chris Rea, based in United States, is currently a Financial Advisor, Vice President - BMO Investment Services at BMO Wealth Management - U.S.. Chris Rea brings experience from previous roles at Bank of the West and Wells Fargo Advisors. Chris Rea holds a 2012 - 2016 Fresno Pacific University. With a robust skill set that includes Finance, Series 7, Wealth Management, Retirement Planning, Mutual Funds and more. Chris Rea has 1 emails and 2 mobile phone numbers on RocketReach.
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