Christopher Roman Email & Phone Number
Senior Vice President -Investment Officer, Senior Financial Advisor @ Wells Fargo
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Christopher Roman Location
- Seminole, FL, US
Christopher Roman Work
- 2006 - now Senior Vice President -Investment Officer, Senior Financial Advisor @
- 2004 - 2006 Financial Advisor @
- 2003 - 2004 Retail Banking @
- 2002 - 2003 Financial Advisor @
Christopher Roman Education
- Springfield College
Bachelor’s Degree
1994 - 1998
Christopher Roman Skills
- Asset Allocation
- Asset Management
- Investments
- Retirement Planning
- High Net Worth Individuals
- Equities
- Mutual Funds
- ETFs
- Fixed Income
- Insurance
Christopher Roman Summary
- Christopher Roman, based in Seminole, FL, US, is currently a Senior Vice President -Investment Officer, Senior Financial Advisor at Wells Fargo Advisors. Christopher Roman brings experience from previous roles at Bank of America Merrill Lynch, Bank of America and UBS. Christopher Roman holds a 1994 - 1998 Bachelor’s Degree @ Springfield College. With a robust skill set that includes Asset Allocation, Asset Management, Investments, Retirement Planning, High Net Worth Individuals and more. Christopher Roman has 1 emails and 2 mobile phone numbers on RocketReach.
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