Associate, Investment Strategist @ (October 2022 - January 2026)
Senior Client Associate @ (January 2020 - October 2022)
Client Associate @ (June 2014 - January 2020)
Financial Advisor Associate @ (October 2012 - October 2013)
Christopher Caruso Education
Rider University
Bachelor of Science (B.S.) (Finance)
2008-2012
NYU School of Professional Studies
(Certificate in Financial Planning)
2019
Christopher Caruso Skills
Alternative Investments
Strategic Financial Planning
Portfolio Management
Investments
Bloomberg
Asset Management
Trading
Thomson Reuters Eikon
Fixed Income
Series 66
Asset Allocation
E Money
Financial Analysis
Salesforce
Series 7
Retirement Planning
Equities
Mutual Funds
Christopher Caruso Summary
Christopher Caruso, based in New York, NY, US, is currently a Vice President, Investment Strategist at Neuberger. Christopher Caruso brings experience from previous roles at Neuberger and UBS Financial Services, Inc.. Christopher Caruso holds a 2008 - 2012 Bachelor of Science (B.S.) in Finance @ Rider University. With a robust skill set that includes Alternative Investments, Strategic Financial Planning, Portfolio Management, Investments, Bloomberg and more. Christopher Caruso has 2 emails and 4 mobile phone numbers on RocketReach.
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