Managing Director, Mergers and Acquisitions @ (January 2021 - February 2024)
President, Insurance Services @ (October 1998 - December 2020)
Managing Director, Private Bank @ (January 2012 - March 2018)
Managing Director, Institutional Custody @ (January 2008 - December 2011)
Chief Operating Officer, ClearArc Capital @ (January 2005 - December 2007)
Chief Financial Officer, Wealth and Asset Management @ (January 2001 - December 2004)
Audit Manager @ (August 1992 - September 1998)
Christopher Bell Education
Miami University
Bachelor's of Science (Accountancy)
Christopher Bell Skills
Wealth Management
Wealth Management Services
Financial Planning
Asset Management
Relationship Management
Banking
Investments
Financial Services
Securities
Mutual Funds
Strategic Financial Planning
Portfolio Management
Financial Analysis
Risk Management
Strategy
Financial Modeling
401k
Investment Advisory
Retirement Planning
Investment Management
Asset Allocation
Asset Managment
Finance
Private Wealth Management
Christopher Bell Summary
Christopher Bell, based in Ormond Beach, FL, US, is currently a Chief Administrative Officer at Foundation Risk Partners. Christopher Bell brings experience from previous roles at Foundation Risk Partners and Fifth Third Bank. Christopher Bell holds a Bachelor's of Science in Accountancy @ Miami University. With a robust skill set that includes Wealth Management, Wealth Management Services, Financial Planning, Asset Management, Relationship Management and more. Christopher Bell has 2 emails and 2 mobile phone numbers on RocketReach.
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