Christopher House Email & Phone Number
Partner and Director, Client Engagement @ Creative Planning
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Christopher House Location
- Philadelphia, PA, US
Christopher House Work
- 2024 - now Partner and Director, Client Engagement @
- 2023 - 2024 Partner and Private Wealth Manager @
- 2016 - 2023 Private Wealth Manager @
Christopher House Education
- Saint Joseph's University - Erivan K. Haub School of Business
MBA (Finance)
- Sullivan University
Bachelor of Science (Finance)
Christopher House Skills
- Portfolio Management
- Retirement Planning
- Financial Planning
- Risk Management
- Asset Management
- Financial Analysis
- Financial Modeling
- Certified Financial Planner
- Series 7
- Series 63
- Series 65
- Leadership
- Salesforce.com
- Business Development
- Business Analysis
- Market Research
- Process Improvement
- Strategic Planning
- Sales Management
- Wealth Management
- Direct Sales
- Operations Management
- Marketing
- Microsoft Excel
- Brand Developement
- Trend Forecasting
- Social Media Marketing
- Brand Management
- Writing
- Flexible
- Greek
- Consulting
- Client Contact
- Deliver Results
- Channel
- Highly Focused
- Sales
- Consideration
- Showcases
- Finance
- Business Administration
- Business Partners
- Natural Resources
- Scholarships
- Customer Support
- Organizational Structure
- Google Analytics
- Manage Complex Projects
- Management
- Revenue
- Science
- Calls
- Resume
- Accounting
- Quotas
- Philadelphia
- Inside Sales
- Brand Awareness
- Demanding
- Offering
- Caliber
- Dialog Programs
- Delivering Value
- Hotels
- Sold
- Microsoft Office
- Hearing
- Financial Goals
- Deloitte
- Training
- Customer Service
- Love
- Professional Manner
- Rigorous
- Commercial Real Estate
- Campaigns
- Estate Planning
- Cut
- Vehicles
- Fixed Income
- Multi Tasking Capabilities
- Logistics
- Data Analysis
- Debate
- Spirit
- Communication
- Schedules
- Detail
- Catering
- Fleet
- Queries
- Critical Thinking
- Timelines
- Project
- House
- Facilities Management
- ETFs
- Catalyst
- IBM iSeries
- Computer Proficiency
- Business Systems
- Means
- E Commerce
- Meaningful
- Bottom Line Results
- Administrative Work
- Lotus Notes
- International Marketing
- Credentials
- Equities
- Mutual Funds
- Securities
- Viability
- Promotional Literature
- Qualify
- Interviews
- Business Communications
- Problem Solving
- Broad Experience
- Coordinated
- Ers
Christopher House Summary
- Christopher House, based in Philadelphia, PA, US, is currently a Partner and Director, Client Engagement at Creative Planning. Christopher House brings experience from previous roles at Creative Planning and Creative Planning Inc.. Christopher House holds a MBA in Finance @ Saint Joseph's University - Erivan K. Haub School of Business. With a robust skill set that includes Portfolio Management, Retirement Planning, Financial Planning, Risk Management, Asset Management and more. Christopher House has 2 emails and 2 mobile phone numbers on RocketReach.
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