With work experience over four years, this professional is now working at Greenway Family Office based in 104 as a Partner, Director of Investments and Client Strategy. Chris received his education from 2013 to 2015 at the Washington University In St. Louis. This person has gained certifications in Certified Financial Planner they speak Spanish proficiently. Chris Chorlins can be found in Saint Louis, Missouri. To contact Chris, you can search for their phone number or e-mail address or receive further info by requesting access to Chris Chorlins's further details.
Name variants:
Christian Chorlins,
Christopher Chorlins,
Christine Chorlins,
Crystal Chorlins
Contact Information
Last Update
Jun 27, 2022
Email
cc**@greenwayfo.com
Location
Saint Louis, MO
Company
Workplace
Partner, Director of Investments and Client Strategy
Saint Louis, MO
Industry
Financial Services
Colleagues
Work History
Partner, Director of Investments and Client Strategy
1401 south Brentwood Blvd Suite 750 St, Louis, MO
Greenway Family Office provides affluent families with highly-personalized and comprehensive financial management, asset preservation, family governance and legacy planning services through ...
from May 2010
Technical Specialist-Client Consultation Group
12555 Manchester Rd St, Louis, MO
Created detailed financial plans for financial advisors and clients. Reviewed portfolio asset allocations and made recommendations on client portfolios based on the client's risk tolerance. ...
2007 — 2010
Financial Advisor
12555 Manchester Rd St, Louis, MO
Advised retail investment clients on risk appropriate investments and other products to achieve financial goals. Built client book through door to door prospecting and sales of mutual funds,...
2010 — 2010
Licensed Financial Consultant
Managed and serviced retail banking accounts as well as met with bank clients to expand existing banking relationships into a new brokerage relationship. Cross sold additional bank products ...
2006 — 2007
Education
2013 — 2015
2001 — 2005
Occupations
Executive
Chief Executive Officer
Partner
Director
Managers
Accountant
Finance and Accounting Specialist
Technical Specialist
Sales Specialist
Supplier
Project Manager
Subject Matter Expert
Financial Broker
Financial Consultant
Corporate Executive
Chief Executive
Operations Manager
Accounting Bookkeeper
Bookkeeper
Technical Support Specialists
Services Professional
Sales Representative
Project Managers
Skilled Professional
Financial Services Professional
Financial Services Sales Agent
Skills
Estate Planning
Personal Financial Planning
Cash Flow Statements
Investments
Modern Portfolio Theory
Indexing
Hedge Funds
Private Banking
Private Equity
Investment Strategies
Tax
Family Office
High Net Worth Individuals
Microsoft Excel
Series 7
Series 66
Client Coverage
Critical Thinking
Management
Organizational Behavior
Business Strategy