Christopher Ces Email & Phone Number
Registered Investment Advisor @ Robinswood Financial
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Christopher Ces Location
- Kirkland, WA, US
Christopher Ces Work
- Registered Investment Advisor @ (November 2023 - Present)
- VP - Financial Consultant @ (August 2022 - November 2023)
- Financial Planning Consultant @ (August 2021 - August 2022)
- Financial Consultant @ (March 2020 - August 2021)
- Associate Financial Consultant @ (October 2019 - March 2020)
- Financial Advisor Transition Consultant @ (October 2018 - October 2019)
- Wealth Management Associate @ U.S. Bancorp Investments, Inc. (January 2018 - August 2018)
- Client Service Specialist @ (December 2016 - December 2017)
- Account Executive (Temporary Employee) @ (September 2016 - November 2016)
- Accounts Payable Coordinator (Temporary Employee) @ (June 2016 - August 2016)
- Consumer Lending Underwriter @ (January 2016 - May 2016)
- Accounts Payable @ (January 2015 - July 2015)
- Teller @ (May 2014 - July 2014)
- Shift Leader @ (October 2013 - April 2014)
Christopher Ces Education
- Yale School of Management
Investment Management Theory & Practice
2023-2023 - University of Northwestern – St. Paul
Bachelor of Science (BS) (Finance)
2011-2015
Christopher Ces Skills
- Estate Planning
- Investment Advisory Services
- Investments
- Risk Management
- Tax Advisory
- Tax Planning
- Travel Planning
- Trust Management
Christopher Ces Summary
- Christopher Ces, based in Kirkland, WA, US, is currently a Registered Investment Advisor at Robinswood Financial. Christopher Ces brings experience from previous roles at Charles Schwab, Fidelity Investments, TD Ameritrade and E*TRADE. Christopher Ces holds a 2023 - 2023 Investment Management Theory & Practice @ Yale School of Management. With a robust skill set that includes Estate Planning, Investment Advisory Services, Investments, Risk Management, Tax Advisory and more. Christopher Ces has 1 emails and 2 mobile phone numbers on RocketReach.
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Top Robinswood Financial Employees
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Kirkland, WA, US
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