Chris Schimmel's Location
New York, NY, US
Chris Schimmel's Work
- Executive Director @ Wells Fargo
- Sr. Wealth Strategist @ Northern Trust Corporation
- Founder - Legacy Consulting Partners @ Legacy Consulting Partners
- Director - UBS Trust Company, N.A. @ New York Fitness
- First Vice President-Senior Trust and Estate Specialist - Merrill Lynch Trust Company, FSB @ Merrill Lynch
- Vice President @ BankBoston
- VP, Branch Manager @ Wells Fargo
- Financial Consultant @ Merrill Lynch
Chris Schimmel's Education
- Boston University
School of Management - B.S.B.A.
1979 - 1983 - Pomfret School
(Pomfret, CT)
1975 - 1979 - American Bankers Association - ICB
(CTFA™, Certified Trust and Financial Advisor, Personal Trust)
- College for Financial Planning
CFP®, Certified Financial Planner (Financial Planning)
- The American College
CAP™, Chartered Advisor in Philanthropy (Philanthropic Planning)
Chris Schimmel's Skills
- Alternative Investments
- Estate Planning
- Financial Advisory
- Series 63
- Transfer Pricing
- Consulting
- Philanthropy
- Retirement Planning
- Financial Planning
- Wealth Management Services
Chris Schimmel's Summary
Chris Schimmel, based in New York, NY, US, is currently a Executive Director at Wells Fargo, bringing experience from previous roles at Northern Trust Corporation, Legacy Consulting Partners - Financial Advisor Trust and Estate Training/Consult, UBS Wealth Management and Merrill Lynch. Chris Schimmel holds a 1979 - 1983 School of Management - B.S.B.A. @ Boston University. With a robust skill set that includes Alternative Investments, Estate Planning, Financial Advisory, Series 63, Transfer Pricing and more, Chris Schimmel contributes valuable insights to the industry. Chris Schimmel has 3 emails on RocketReach.
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