Christi Staib Email & Phone Number
President, Wealth Manager @ Silver Sail Wealth Advisors
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Christi Staib Location
- Naples, FL, US
Christi Staib Work
- 2021 -now Member @
- 2010 -now President, Wealth Manager @
- 2011 -2014 Texas State Chair @
- 2012 -2014 Committee Member District Six @
- 2012 -2013 Graduate: Living From Your Legacy Now @ Sunergos
- 2010 -2013 Past Member @ Dallas Business Club
- 2006 -2010 Vice President; Wealth Management Advisor @
- 1997 -2007 Volunteer @
- 2001 -2006 Financial Advisor, Wealth Manager @ Morgan Stanley Smith Barney
- 1998 -2001 Alliance Manager @
Christi Staib Education
- CEG Breaking Through 2014-2015
- Baylor University - Hankamer School of Business
Master of Business Administration (M.B.A.) (Finance, Management)
2003-2005 - Landmark Education 1997-2002
Christi Staib Skills
- Investments
- Strategy
- Risk Management
- Portfolio Management
- Finance
- Leadership
- Strategic Planning
- Wealth Management
- Start-ups
- Strategic Financial Planning
- Financial Services
- Business Development
- Financial Modeling
- Entrepreneurship
- Executive Management
- Valuation
- Asset Management
- Mergers & Acquisitions
- Securities
- Business Planning
- Private Equity
- Financial Analysis
- Mutual Funds
- Retirement Planning
- Investment Advisory
- Corporate Development
- Financial Planning
- Due Diligence
- Insurance
- Series 63
- Business Strategy
- Small Business
- Banking
- Retirement
- Investor Relations
- New Business Development
- Alternative Investments
- Management Consulting
- Credit
- Cash Management
- Series 7
- Funding
- Start Ups
- Mergers and Acquisitions
Christi Staib Summary
- Christi Staib, based in Naples, FL, US, is currently a President, Wealth Manager at Silver Sail Wealth Advisors. Christi Staib brings experience from previous roles at Abundance360, Society of International Business Fellows (SIBF), Financial Industry Regulatory Authority (FINRA) and Sunergos. Christi Staib holds a 2014 - 2015 CEG Breaking Through. With a robust skill set that includes Investments, Strategy, Risk Management, Portfolio Management, Finance and more. Christi Staib has 3 emails and 2 mobile phone numbers on RocketReach.
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