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
- Founder | Principal @ (April 2026 - Present)
- Director @ (July 2021 - February 2026)
- Investment Platform Manager @ (May 2015 - July 2021)
- Assistant Portfolio Manager @ VLP Financial Advisors (November 2009 - April 2015)
- Investment Analyst @ (January 2005 - January 2009)
- Mutual Fund Trader @ (May 2003 - October 2006)
Chris Wellman Education
- University of Maryland Global Campus
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 Global Campus. 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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