Christopher Sitek Email & Phone Number
Senior Vice President - Investment Officer
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Christopher Sitek Location
- Green Bay, WI, US
Christopher Sitek Work
- Senior Vice President - Investment Officer @ Wells Fargo Advisors (August 2013 - Present)
- Senior Portfolio Manager @ (April 2008 - November 2012)
- Principal and Fiduciary Management Consultant @ Integritas360, LLC (October 2006 - April 2008)
- Managing Partner and COO and CCO @ Tactical Allocation Group, LLC (March 2004 - September 2006)
- Account Vice President and Managing Partner @ (January 2001 - March 2004)
- Account Vice President @ (October 1989 - January 2001)
- Vice President and Sales @ KIMBRO, LTD. (January 1987 - June 1989)
- Insurance Sales Agent @ Guarantee Mutual Life (GML) (January 1986 - December 1986)
Christopher Sitek Education
- Wayne State University
MBA (Finance)
1991-2004 - University of Michigan-Dearborn
BA in Liberal Studies (Business Administration, Communications and Psychology)
1983-1986
Christopher Sitek Skills
- Accountants
- Estate Planning
- Direct Marketing
- Registered Investment Advisor
- Fiduciary
- Investment Strategies
- Integration
- Risk Management
- Investment Plannning
- Portfolio Management
- Asset Protection
- Operations
- Income Tax
- Strategy
- Diversification
- Investment Policy
- Wealth Transfer
- Trusts
- Leadership
- Boutique
- Institutional
- Alternative Investments
- Advertising
- Retirement Planning
- Sandler
- Family Office
- Marketing
- Investment Management
- Administration
- Wealth Management
- Project Management
- Fiduciary Management
- Csg
- Quality Management
- Creative Solutions
- Operations Management
- Tax
- Financial Advisory
- Psn
- Trust and Private Wealth Management
- Mandates
- High Net Worth Individuals
- Customer Satisfaction
- Cross Functional Team Leadership
- Conflict
- Attorneys
- Asset Management
- Professional Development
- Practice Management
- Security
- Distribution
- Sales
- Savings
- Trading
- Procedural
- Guns
- Crisis
- Consulting
- Asset Allocation
- Scratch
- Investment Advisory
- Client Development
- Clarity
- Banking
- Stock Option
- Strategic Alliances
- Oversight
- Officers
- Relationship Management
- Manager Selection
- Financial Services
- Stewardship
- Business Development
- Construction
- Governance
- Sales Cycle Management
- Steps
- ISO
- Philosophy
- Accountability
- New Business Development
- Structures
Christopher Sitek Summary
- Christopher Sitek, based in Green Bay, WI, US, is currently a Senior Vice President - Investment Officer at Wells Fargo Advisors. Christopher Sitek brings experience from previous roles at BMO Private Bank, Integritas360, LLC, Tactical Allocation Group, LLC and UBS / Corporate Service Group. Christopher Sitek holds a 1991 - 2004 MBA in Finance @ Wayne State University. With a robust skill set that includes Accountants, Estate Planning, Direct Marketing, Registered Investment Advisor, Fiduciary and more. Christopher Sitek has 1 mobile phone numbers on RocketReach.
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