Chris Vetrano Email & Phone Number
Vice President of Operations @ Elevon Wealth Management
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Chris Vetrano Location
- San Francisco, CA, US
Chris Vetrano Work
- Vice President of Operations @ (October 2016 - Present)
- Branch Manager @ (October 2016 - Present)
- Practice Administration Manager, Assistant Vice President @ (February 2008 - October 2016)
- Client Service Associate @ (January 2007 - February 2008)
- Custodial Relations Group Associate @ (March 2006 - January 2007)
- Sales Assistant @ JBC Financial Group, Inc. (August 2004 - February 2006)
- Lead Database Coordinator @ (September 2001 - October 2002)
Chris Vetrano Skills
- Securities Lending
- Asset Based Lending
- Series 63
- Securities
- Bloomberg Terminal
- Portfolio Performance Analysis
- Asset Management
- Fixed Income
- Options
- Series 7
- Wealth Management
- Investment Brokerage
- Mutual Funds
- Equity Trading
- Financial Services
- Compliance
- Equities
- Investments
- Finance
- Management
- FINRA
- Series 24
- Series 66
- Regulatory Compliance
- Broker Dealer Compliance
- Broker Dealer Operations
- Compliance Training
Chris Vetrano Summary
- Chris Vetrano, based in San Francisco, CA, US, is currently a Vice President of Operations at Elevon Wealth Management. Chris Vetrano brings experience from previous roles at Raymond James, Wells Fargo Advisors, Salomon Smith Barney Holdings Inc. (NYSE: SB) and AssetMark Investment Services. With a robust skill set that includes Securities Lending, Asset Based Lending, Series 63, Securities, Bloomberg Terminal and more. Chris Vetrano has 2 emails and 3 mobile phone numbers on RocketReach.
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Top Elevon Wealth Management Employees
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