Christopher Roberts Email & Phone Number

Account Manager @ CAPTRUST

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Christopher Roberts's Location

Grand Rapids, MI, US

Christopher Roberts's Work

Account Manager @ CAPTRUST
Financial Advisor @ CAPTRUST
Financial Solutions Advisor @ Merrill Lynch

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Financial Advisor @ Edward Jones

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Christopher Roberts's Education

Davenport University
Bachelor of Business Administration (B.B.A.) (Finance, General)
2007 - 2009

Christopher Roberts's Skills

Retirement
Strategic Financial Planning
Investments

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401k
Financial Services
Wealth Management
Retirement Planning
Finance
Mutual Funds
Portfolio Management

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Christopher Roberts's Summary

Christopher Roberts, based in Grand Rapids, MI, US, is currently a Account Manager at CAPTRUST, bringing experience from previous roles at CAPTRUST, Merrill Lynch and Edward Jones. Christopher Roberts holds a 2007 - 2009 Bachelor of Business Administration (B.B.A.) in Finance, General @ Davenport University. With a robust skill set that includes Retirement, Strategic Financial Planning, Investments, 401k, Financial Services and more, Christopher Roberts contributes valuable insights to the industry. Christopher Roberts has 1 mobile phone number on RocketReach.

Christopher Roberts Phone Number

Found 1 phone number:

616283XXXX

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