Christopher Spellman Email & Phone Number
Financial Advisor-Vice President-Wealth Management @ UBS Group AG
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Christopher Spellman Location
- Pembroke, MA, US
Christopher Spellman Work
- Financial Advisor-Vice President-Wealth Management @ (April 2012 - Present)
- Vice President Managing Director, Sr. Private Client Advisor @ (October 2008 - April 2012)
- Assistant Vice President, Wealth Management Advisor @ (June 2002 - September 2008)
Christopher Spellman Education
- College for Financial Planning 1996-2006
- St. Michael's College
Bachelor of Science (BS) (Business Administration and Management, General)
1988-1992
Christopher Spellman Skills
- Asset Allocation
- Investment Strategies
- Wealth Management
- Investments
- Portfolio Management
- Financial Modeling
- Business Development
- Microsoft Excel
- Strategy
Christopher Spellman Summary
- Christopher Spellman, based in Pembroke, MA, US, is currently a Financial Advisor-Vice President-Wealth Management at UBS. Christopher Spellman brings experience from previous roles at Wilmington Trust and Merrill Lynch. Christopher Spellman holds a 1996 - 2006 College for Financial Planning. With a robust skill set that includes Asset Allocation, Investment Strategies, Wealth Management, Investments, Portfolio Management and more. Christopher Spellman has 3 emails on RocketReach.
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