Private Wealth Manager, Senior Vice President @ Merrill Lynch
5 free lookup(s).
Christopher Maher Location
San Francisco, CA, US
Christopher Maher Work
2020 -
now Private Wealth Manager, Senior Vice President @
2016 -
2020 Wealth Advisor, Senior Vice President at Wells Fargo Private Bank @
2009 -
2016 Managing Director @
2006 -
2009 Director @
2004 -
2006 Principal @
2002 -
2004 Head of Convertible Bond Sales @
1998 -
2002 Vice President @
1996 -
1998 Associate and Junior Trader @ Citadel Investment Group
Christopher Maher Education
DePauw University
Bachelor's Degree
1989
-
1993
Christopher Maher Skills
Family Financial Advisor
Finance and Investment
Family Wealth Management Strategies
Equity Derivatives
Hedge Funds
Business Development
Credit
Alternative Investments
Equities
Investments
Series 7
Bonds
Options
Sales
Investment Banking
Asset Management
Bloomberg
Capital Markets
Fixed Income
Management
Securities
Series 63
Portfolio Management
Financial Modeling
Valuation
Trading
Leadership
Public Speaking
Biotechnology
Strategic Planning
Microsoft Excel
Change Management
Business Strategy
Project Management
Tax Efficent Strategies
Fianancial Services
Investment Planning Strategies
Relationship Management
Asset Allocation
Wealth Mangement Strategies
FINRA
Risk Management
Charitable Gifting Strategies
Philantropic Planning Strategies
Retirement Planning Strategies
Christopher Maher Summary
Christopher Maher, based in San Francisco, CA, US, is currently a Private Wealth Manager, Senior Vice President at Merrill Private Wealth Management. Christopher Maher brings experience from previous roles at Wells Fargo Private Bank, JMP Securities, Thomas Weisel Partners and CIBC World Markets. Christopher Maher holds a 1989 - 1993 Bachelor's Degree @ DePauw University. With a robust skill set that includes Family Financial Advisor, Finance and Investment, Family Wealth Management Strategies, Equity Derivatives, Hedge Funds and more. Christopher Maher has 2 emails and 1 mobile phone numbers on RocketReach.
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