Wealth Management Advisor @ (September 2011 - February 2021)
AVP, Manager @ (August 2007 - September 2011)
CFO and Senior Financial Consultant @ (May 2003 - June 2007)
Financial Consultant @ (January 2003 - May 2003)
Closing Specialist @ (March 2002 - January 2003)
Christopher Farr Education
University of Southern California 1998-2001
USC Marshall School of Business 1998-1999
Yale School of Management
Christopher Farr Skills
Finance
Financial Analysis
Financial Modeling
Portfolio Management
Loans
Banking
Mortgage Lending
Management
Business Development
Wealth Management
Capital Markets
Credit
Analysis
Investments
Risk Management
Relationship Management
Asset Management
Business Analysis
Series 7
Strategic Planning
Microsoft Excel
Process Improvement
Leadership
Valuation
Financial Services
Financial Planning
Equities
Fixed Income
Uniform Combined State Law
Credit Analysis
Loan Origination
Competitive Analysis
Underwriting
Corporate Finance
Strategic Financial Planning
Mortgage Banking
Budgets
Business Process Improvement
Series 66
Asset Managment
Sales
Retirement Plan Consulting
Microsoft Office
Microsoft Word
Financial Reporting
Christopher Farr Summary
Christopher Farr, based in Denver, CO, US, is currently a Senior Vice President, Private Wealth Advisor at Rockefeller Capital Management. Christopher Farr brings experience from previous roles at Merrill Lynch Global Wealth & Investment Management, Bank of America and Wells Fargo. Christopher Farr holds a 1998 - 2001 University of Southern California. With a robust skill set that includes Finance, Financial Analysis, Financial Modeling, Portfolio Management, Loans and more. Christopher Farr has 2 emails and 2 mobile phone numbers on RocketReach.
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