Christopher Winn Email & Phone Number
Co-Founder
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Christopher Winn Location
- Boston, MA, US
Christopher Winn Work
- 2017 -now Co-Founder @ Work Local LLC
- 2006 -now Founder and CEO and Lead Consultant @
- 2006 -2010 Managing Principal and Co-Founder @
- 2006 -2007 Chief Operating Officer and Chief Compliance Officer @ Open Investing, Inc.
- 2006 -2007 Chief Compliance Officer @ AdvisorNow, Inc.
- 2005 -2006 Associate Director @
- 2004 -2005 Vice President @ Deutsche Asset Management
- 2004 -2005 Vice President @ Deutsche Asset Management/DWS Investments
- 1997 -2004 Vice President @
- 1993 -1997 Senior Fund Administrator @
Christopher Winn Education
- Bentley University - McCallum Graduate School of Business
MBA (Management Information Systems / Finance)
1997-2001 - Bentley University - McCallum Graduate School of Business
EBusiness (Graduate degree in E-Business)
1999-2001 - Stonehill College
BS (Accounting and Computer Information Systems)
1990-1994 - Stonehill College
B.S. in Accounting
Christopher Winn Skills
- Investment Advisory
- Separately Managed Accounts
- Mutual Funds
- Investment Management
- Financial Services
- Asset Management
- Project Management
- Investments
- Financial Advisory
- RIA
- Consulting
- Legal Compliance
- Alternative Investments
- Asset Allocation
- Compliance
- Hedge Funds
- Wealth Management
- Portfolio Management
- Fixed Income
- Retirement Planning
- Retirement
- Equities
- Due Diligence
- Technology Advisory
- High Net Worth Individuals
- Financial Planners
- Investment Strategies
- 401k
- Cloud Security
- Wealth Management Services
- Estate Planning
- Strategic Financial Planning
- Private Equity
- RIA Compliance
- RIA Operations
- Management Consulting
- ETFs
- FINRA
- Funding
- RIA Transitions
- Financial Planning
- Marketing Strategy
- Training
- Strategy
- Customer Service
- Solution Architecture
- Underwriting
Christopher Winn Summary
- Christopher Winn, based in Boston, MA, US, is currently a Co-Founder at Work Local LLC. Christopher Winn brings experience from previous roles at AdvisorAssist, LLC, MainStay Consulting Group LLC, Open Investing, Inc. and AdvisorNow, Inc.. Christopher Winn holds a 1997 - 2001 MBA in Management Information Systems / Finance @ Bentley University - McCallum Graduate School of Business. With a robust skill set that includes Investment Advisory, Separately Managed Accounts, Mutual Funds, Investment Management, Financial Services and more. Christopher Winn has 2 emails and 3 mobile phone numbers on RocketReach.
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