Christopher G Wahl is a high-level professional, who works in Ubs as a Client Service | Private Wealth Management since 2018. Christopher gained professional experience in more than six positions at different companies. Christopher G Wahl went to the California Lutheran University and received education from 2010 to 2013. This professional has such qualifications as Series 7 Securities License, Series 63 Securities License, and Series 6 Securities License. Los Angeles, California is the area, where this expert was lastly known to be located. The person's phone and email can be accessed through Connexy on demand.
Name variants:
Kristopher Wahl,
Chris Wahl,
Christy Wahl,
Kit Wahl,
Kester Wahl,
Kristof Wahl,
Toph Wahl,
Topher Wahl,
Kris Wahl,
Stophel Wahl
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Workplace
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Work History
Client Service | Private Wealth Management
Enhanced the client experience by servicing clients and providing operational and administrative support to Financial Advisors on clients investments. Exercise exceptional knowledge of firm ...
2018 — 2019
Regulatory Compliance Consulting
8383 Wilshire Blvd SUITE 950, Beverly Hills, CA 90211
Developed impactful training documents and conducted effective training programs to educate, guide, and train employees on contracting, drafting, and compliance issues. Responsible for draft...
2017 — 2018
Advisory Operations Representative
5555 west Grande Market Dr, Appleton, WI 54913
Utilized knowledge gained from advisors to assist clients with financial plan implementation, including cash management, liquidations, fee billing, monitoring alternative investments for com...
Jun 2015 — 2017
Licensed Client and Broker Service Representative
6187 Carpinteria Ave, Carpinteria, CA 93013
Promoted to broker service representative within first year of employment
Efficiently assisted brokers with new account set-up helping key PlanMember office reach revenue goals
Processed ...
Jul 2013 — Mar 2015
Education
2010 — 2013
2009 — 2010
from 2008
Occupations
Executive
Chief Administrative Officer
Accountant
Finance and Accounting Specialist
Investor
Chief Executive
Accounting Bookkeeper
Bookkeeper
Skills
Social Media
Marketing Communications
Microsoft Office
Facebook
Marketing
Event Planning
Customer Service
Social Media Marketing
Social Networking
Critical Thinking
Sales
Leadership
Time Management
Microsoft Excel
Powerpoint
Advertising
FAQs about Christopher G Wahl
What's the main profession of Christopher G Wahl?
This professional's job is Paraplanner
What jobs is Christopher proficient at at?
Christopher is proficient at Executive and Chief Administrative Officer jobs.
Where does Christopher G Wahl live?
Los Angeles, California is the place where Christopher G Wahl lives
Does the professional have the email address?
ch**@gmail.com is Christopher G Wahl's email address.
How many companies did Christopher G Wahl work at?
Christopher G Wahl worked at six jobs.
Where has Christopher G Wahl studied?
Christopher studied at the California Lutheran University from 2010 to 2013.
Are there any professional certifications Christopher G Wahl has?
The expert received the following certifications: Series 7 Securities License, Series 63 Securities License, Series 6 Securities License, and Financial Industry Regulatory Authority (Finra).
What languages does Christopher G Wahl speak?
Christopher G Wahl speaks English.