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Christopher Hale Location
San Francisco, CA, US
Christopher Hale Work
2022 -now Founder and CEO @
2015 -2022 Founder @
2013 -2017 Partner @
2013 -2017 COO @
2011 -2012 Managing Director @
2009 -2011 Financial Advisor @ Thomas & Associates an Ameriprise Private Wealth Practice
2008 -2009 Field Vice President @
2004 -2007 Financial Advisor @
Christopher Hale Education
Williams College
BA, Biology, English (Biology, English)
1996-2000
Christopher Hale Skills
Asset Allocation
Asset Management
Business Development
Capital Markets
Enterprise Software
Entrepreneurship
Equities
Finance
Financial Markets
Financial Modeling
Financial Risk
Financial Services
Investment Advisory
Investment Strategies
Investments
Management
Mergers
Mutual Funds
Portfolio Management
Retirement Planning
Securities
Series 63
Series 7
Strategic Financial Planning
Wealth Management
Financial Planning
Mergers & Acquisitions
Information Technology
Public Speaking
Strategic Planning
Microsoft Office
Financial Analysis
Strategic Financial
Mergers and Acquisitions
Christopher Hale Summary
Christopher Hale, based in San Francisco, CA, US, is currently a Founder and CEO at KLEAR Inc.. Christopher Hale brings experience from previous roles at Kountable, Inc., Perigon Partners, Perigon Wealth Management, LLC and YellowBrickRoad Financial Advisors LLC. Christopher Hale holds a 1996 - 2000 BA, Biology, English in Biology, English @ Williams College. With a robust skill set that includes Asset Allocation, Asset Management, Business Development, Capital Markets, Enterprise Software and more. Christopher Hale has 2 emails and 5 mobile phone numbers on RocketReach.
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