Christopher Trombetta Email & Phone Number
Registered Investment Advisor
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Christopher Trombetta Location
- Sayville, NY, US
Christopher Trombetta Work
- 2023 -now Registered Investment Advisor @ Osaic Wealth - The office of Christopher B. Trombetta
- 2016 -2023 Vice President for Financial Planning @ Steel Ridge Advisors, Inc.
- 2012 -2016 Wealth Management Adviser @
- 2007 -2012 Institutional Relationship Manager, Northeast Region @
- 2004 -2007 Director, Individual Client Services, New York Region @
- 2001 -2004 Institutional Relationship Manager @
- 1998 -2001 Senior Trust Consultant @
- 1994 -1998 Individual Consultant @
- 1992 -1994 Registered Investment Consultant @
Christopher Trombetta Education
- Long Island University
MBA (Finance and Financial Management Services)
2004-2006 - University of Delaware
Bachelor's degree (International Relations and Economics)
1986-1991
Christopher Trombetta Skills
- Wealth Management Services
- Investment Management
- Tax and Estate Planning
- Customer Relationship Management (CRM)
- Team Building and Coaching
- NASD Series 6, 7, 24, 26, 51, 63, & 65
- Siebel (CRM) Software
- Adobe Create Suite Software
- Event Planning
- Windows and Mac OS
- Microsoft Office Suite
- Social Media Enterprise
- Pensions
- Investments
- Defined Contribution
- Financial Services
- Retirement
- Asset Management
- Asset Managment
- Series 7
- Wealth Management
- Securities
- Coaching
- Management
- Finance
- Series 63
- Compliance
- Relationship Management
- Asset Allocation
- Mutual Funds
- Portfolio Management
- Strategic Financial Planning
- Equities
- Financial Planning
- Leadership
- Retirement Planning
- 401k
- Financial Advisory
- Insurance
- Fixed Annuities
- Estate Planning
- Business Development
- Risk Management
- Customer Relationship Management Crm
- Siebel Crm Software
- Project Management Lead
- System And Process Improvement
- Microsoft Office
- Change And Conflict Management
- Microsoft Excel
- Nasd Series 6
- Institutional
- Siebel Software
- Customer Relationship Management
Christopher Trombetta Summary
- Christopher Trombetta, based in Sayville, NY, US, is currently a Registered Investment Advisor at Osaic Wealth - The office of Christopher B. Trombetta. Christopher Trombetta brings experience from previous roles at Steel Ridge Advisors, Inc. and TIAA. Christopher Trombetta holds a 2004 - 2006 MBA in Finance and Financial Management Services @ Long Island University. With a robust skill set that includes Wealth Management Services, Investment Management, Tax and Estate Planning, Customer Relationship Management (CRM), Team Building and Coaching and more. Christopher Trombetta has 3 emails and 1 mobile phone numbers on RocketReach.
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