Christopher Garcia Email & Phone Number
Chief Financial Officer and Treasurer @ Window Classics
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Christopher Garcia Location
- Florida, United States
Christopher Garcia Work
- Chief Financial Officer and Treasurer @ (April 2024 - Present)
- Wealth Advisor @ (January 2022 - April 2024)
- Vice President, Small Business Banker @ (October 2019 - January 2022)
- Vice President, Private Client Associate @ (April 2018 - October 2019)
- Financial Advisor @ (August 2016 - March 2018)
- Planning Associate @ (August 2013 - March 2018)
- Sales Support Administration @ (November 2010 - April 2013)
- Intern @ (August 2011 - December 2011)
- Intern @ Family Wealth Partners (June 2010 - August 2010)
Christopher Garcia Education
- UCF College of Business
Master of Business Administration (MBA)
2012-2013 - UCF College of Business
BSBA (Finance)
2008-2012 - Coral Reef Senior High
Christopher Garcia Skills
- MS Office Suite
- Team Leadership
- Investments
- Financial Planning
- Accounting
- Spreadsheets
- Finance
- Strategic Financial Planning
- Microsoft Excel
- Valuation
- Microsoft Office
- Financial Analysis
- Analysis
- Project Planning
- Strategy
- Financial Advisory
- Leadership
- Customer Service
- Financial Modeling
- Asset Allocation
- Estate Planning
- Life Insurance
- Mutual Funds
- Portfolio Management
- Risk Management
- Wealth Management
Christopher Garcia Summary
- Christopher Garcia, based in Florida, United States, is currently a Chief Financial Officer and Treasurer at Window Classics. Christopher Garcia brings experience from previous roles at Charles Schwab, Bank of America, Bank of America Private Bank and Mosaic Wealth Management Group, Inc. Christopher Garcia holds a 2012 - 2013 Master of Business Administration (MBA) @ UCF College of Business. With a robust skill set that includes MS Office Suite, Team Leadership, Investments, Financial Planning, Accounting and more. Christopher Garcia has 2 emails and 5 mobile phone numbers on RocketReach.
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