Chris Wellman Email & Phone Number
Founder | Principal @ Pacific Advisory Solutions, LLC
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Chris Wellman Location
- San Diego, CA, US
Chris Wellman Work
- 2026 -now Founder | Principal @
- 2021 -2026 Director @
- 2015 -2021 Investment Platform Manager @
- 2009 -2015 Assistant Portfolio Manager @ VLP Financial Advisors
- 2005 -2009 Investment Analyst @
- 2003 -2006 Mutual Fund Trader @
Chris Wellman Education
- University of Maryland University College
Master's Degree (Finance)
2009-2011 - Minnesota State University, Mankato
BS (International Business / Spanish)
1996-1999
Chris Wellman Skills
- Strategic Planning
- Customer Service
- Mutual Funds
- Asset Allocation
- Portfolio Management
- PowerPoint
- Research
- Leadership
- Finance
Chris Wellman Summary
- Chris Wellman, based in San Diego, CA, US, is currently a Founder | Principal at Pacific Advisory Solutions, LLC. Chris Wellman brings experience from previous roles at Independent Financial Group, LLC, VLP Financial Advisors and Dunham & Associates. Chris Wellman holds a 2009 - 2011 Master's Degree in Finance @ University of Maryland University College. With a robust skill set that includes Strategic Planning, Customer Service, Mutual Funds, Asset Allocation, Portfolio Management and more. Chris Wellman has 2 emails and 2 mobile phone numbers on RocketReach.
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Top Pacific Advisory Solutions, LLC Employees
Chris Wellman
Founder | Principal
San Diego, CA, US
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