Christopher Sosa's Location
New York, New York, United States
Christopher Sosa's Work
- Senior Wealth Advisor @ Mariner Wealth Advisors
- Director, Financial Planning @ Edelman Financial Engines
- Financial Advisor @ VALIC
- Manager Partner Relations @ Stamos Capital Partners, L.P.
- Vice President @ Family Management Corporation
- Investor Services Specialist @ HSBC Bank
- Institutional Asset Administrator @ Alliance-Capital
Christopher Sosa's Education
- Fordham University - Graduate School of Business Administration
MBA (Finance)
2009 - 2012 - Randolph-Macon College
Bachelor of Arts; MBA (Business and Economics)
1999 - 2003
Christopher Sosa's Skills
- Alternative Investments
- Series 63
- Financial Advisory
- Public Speaking
- Fixed Income
- Social Security Benefits
- Retirement Planning
- Valuation
- Financial Planning
- Sales
Christopher Sosa's Summary
Christopher Sosa, based in New York, New York, United States, is currently a Senior Wealth Advisor at Mariner Wealth Advisors, bringing experience from previous roles at Edelman Financial Engines, VALIC, Sterling Stamos and Family Management Corporation. Christopher Sosa holds a 2009 - 2012 MBA in Finance @ Fordham University - Graduate School of Business Administration. With a robust skill set that includes Alternative Investments, Series 63, Financial Advisory, Public Speaking, Fixed Income and more, Christopher Sosa contributes valuable insights to the industry. Christopher Sosa has 1 email on RocketReach.
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