Christopher Petrik Email & Phone Number
Advisor and Managing Partner @ JRS Investments and Wealth Preservation, LLC
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Christopher Petrik Location
- California, United States
Christopher Petrik Work
- 2015 -now Advisor and Managing Partner @
- 2013 -2015 Financial Advisor @
- 2011 -2012 Financial Advisor @
- 2011 -2011 Financial Associate @
Christopher Petrik Education
- San Diego State University
Bachelor of Business Administration - BBA (Financial Planning and Services)
2007-2011
Christopher Petrik Skills
- Business Planning
- Portfolio Management
- Financial Modeling
- Strategic Financial Planning
- Valuation
- Investments
- Accident
- Health Insurance Licensed
- Credit
- Series 66
- Financial Analysis
- Series 7
- Life
- Wealth Management
- Sales
- Mutual Funds
Christopher Petrik Summary
- Christopher Petrik, based in California, United States, is currently a Advisor and Managing Partner at JRS Investments and Wealth Preservation, LLC. Christopher Petrik brings experience from previous roles at Morgan Stanley, Waddell & Reed and Merrill Lynch. Christopher Petrik holds a 2007 - 2011 Bachelor of Business Administration - BBA in Financial Planning and Services @ San Diego State University. With a robust skill set that includes Business Planning, Portfolio Management, Financial Modeling, Strategic Financial Planning, Valuation and more. Christopher Petrik has 3 emails and 2 mobile phone numbers on RocketReach.
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