Christopher Meehan Email & Phone Number

Senior Client Advisor @ Shelter Wealth Strategies, LLC

5 free lookup(s).

Christopher Meehan Location

Houston, TX, US

Christopher Meehan Work

2025 - now Senior Client Advisor @ Shelter Wealth Strategies, LLC
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2020 - 2025 Senior Vice President - Private Wealth Management @ Excelsior Capital Management
2018 - 2020 Municipal Bond Trader @ The DRL Group
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2017 - 2018 Regional Vice President @ Salient
2016 - 2017 Vice President, Internal Sales Manager @ Salient
2014 - 2016 Internal Sales Consultant @ Salient
2010 - 2014 Senior Registered Client Associate @ Morgan Stanley

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Christopher Meehan Education

Wagner College

Christopher Meehan Skills

Financial Services
Financial Analysis
Investment Strategies

Retirement Planning
Asset Allocation
Financial Advisory
Wealth Management
Sales Management
Business Development
Fixed Income

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Christopher Meehan Summary

Christopher Meehan, based in Houston, TX, US, is currently a Senior Client Advisor at Shelter Wealth Strategies, LLC. Christopher Meehan brings experience from previous roles at Excelsior Capital Management, The DRL Group and Salient. Christopher Meehan holds a Wagner College. With a robust skill set that includes Financial Services, Financial Analysis, Investment Strategies, Retirement Planning, Asset Allocation and more. Christopher Meehan has 2 emails and 1 mobile phone numbers on RocketReach.

Christopher Meehan Emails

Found 2 emails

Christopher Meehan Phone Numbers

Found 2 phone numbers

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Others Named Christopher Meehan

Christopher Meehan

Superintendent at Cornerstone Companies, Inc.

Indianapolis, IN, US
2
- cornerstonecompaniesinc.com
- att.net
2
- +1 317-780-XXXX
- +1 317-695-XXXX

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Top Shelter Wealth Strategies, LLC Employees

Christopher Meehan

Senior Client Advisor at Shelter Wealth Strategies, LLC

Houston, TX, US
2
- gmail.com
- shelterwealth.com
2
- +1 908-578-XXXX
- +1 312-782-XXXX
Meagan Grigsby

Operations Associate at Shelter Wealth Strategies, LLC

Houston, TX, US
2
- icloud.com
- astoncarter.com
1
- +1 832-526-XXXX

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