Kris Barney Email & Phone Number
Founder; Lead Advisor and CIO @ 30-40 Wealth Partners
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Kris Barney Location
- Charlotte, NC, US
Kris Barney Work
- 2021 -now Founder; Lead Advisor and CIO @
- 2017 -2021 Sr. Director; Finance, Strategy and Operations @
- 2014 -2016 Director Of Operations @
- 2008 -2013 Equity Research @
- 2006 -2008 Analyst @
Kris Barney Education
- CFA Institute
Chartered Financial Analyst
2007-2009 - Miami University
BS (Finance)
2002-2006
Kris Barney Skills
- Data Driven Investing
- Business Strategy
- Portfolio Management
- Python Programming
- Data Analysis
- Project Management
- Entrepreneurship
- Excel Vba Programming
- Management
- Alternative Data
- PowerPoint
- Microsoft Office
- Business Strategy Analysis
- Customer Service
- Financial Analysis
- Web Scraping
- Valuation
- Industry/Competition Analysis
- Financial Modeling And Forecasting
- Equity Research
- Microsoft Excel
- Leadership
Kris Barney Summary
- Kris Barney, based in Charlotte, NC, US, is currently a Founder; Lead Advisor and CIO at 30-40 Wealth Partners. Kris Barney brings experience from previous roles at Opendoor.com, Funding Circle USA, William Blair and Company and Ocean Tomo Investments. Kris Barney holds a 2007 - 2009 Chartered Financial Analyst @ CFA Institute. With a robust skill set that includes Data Driven Investing, Business Strategy, Portfolio Management, Python Programming, Data Analysis and more. Kris Barney has 2 emails and 2 mobile phone numbers on RocketReach.
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Top 30-40 Wealth Partners Employees
Kris Barney
Founder; Lead Advisor and CIO
Charlotte, NC, US
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