Wealth Structuring Specialist @ (July 1996 - May 2018)
Relationship Manager @ (January 1990 - January 1996)
Sr. Accountant @ Arthur Andersen & Co. (January 1987 - January 1990)
Christopher Colombo Education
Seton Hall University
MBA (Finance)
1991-1995
Wake Forest University
BS (Accounting)
1983-1987
Christopher Colombo Skills
High Net Worth Individuals
Investment Management
Uniform Combined State Law
Asset Managment
Estate Planning
Investments
Financial Advisory
Asset Allocation
Risk Management
Credit
Retirement Planning
Securities Regulation
Series 7
Wealth Management
Alternative Investments
Investment Strategies
Fixed Income
Hedge Funds
Trading
Public Speaking
Securities
Portfolio Management
Microsoft Office
Strategic Financial Planning
Wealth Management Services
Asset Management
Insurance
Strategic Planning
Series 63
Trust Services
Finance
Equities
Investment Advisory
Mutual Funds
Christopher Colombo Summary
Christopher Colombo, based in Marlboro Township, NJ, US, is currently a Senior Managing Director at Peapack Private Wealth Management. Christopher Colombo brings experience from previous roles at Merrill Lynch, Bessemer Trust and Arthur Andersen & Co.. Christopher Colombo holds a 1991 - 1995 MBA in Finance @ Seton Hall University. With a robust skill set that includes High Net Worth Individuals, Investment Management, Uniform Combined State Law, Asset Managment, Estate Planning and more. Christopher Colombo has 1 emails and 2 mobile phone numbers on RocketReach.
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