Chris Testani

Chris Testani Email and Phone Number

Dynamic Senior Portfolio Manager/Executive Director at Wells Fargo Private Bank @ Wells Fargo Private Bank
san francisco, california, united states
Chris Testani's Location
Greenwich, Connecticut, United States, United States
Chris Testani's Contact Details

Chris Testani work email

Chris Testani personal email

n/a
About Chris Testani

Experienced Investment Strategist with a demonstrated history of working in the financial services industry. Skilled in Banking, Asset Management, Equities, Investment Strategies, and Capital Markets. Strong finance professional with a Bachelor’s Degree focused in Business Administration and Management, General from The University of Connecticut, Storrs, CT.. ▪ Chris Testani joined Wells Fargo Private Bank in November 2008 as Vice President, Investment Strategist (IS) for New England. In this role, Chris’ primary focus is to work with families, high net worth individuals, foundations and endowments to help create appropriate portfolios meeting the clients’ risk and return parameters –using the many tools, solutions and global investment options available to The Private Bank.▪ Chris has over 25 years of experience working with institutional and high net worth clients and brings a wealth of investment experience, and practical knowledge to the role. She also has an extensive background working with equity, fixed income, alternative strategies and asset allocation opportunities to help meet her clients’ goals.▪ Prior to joining the Private Bank, Chris was the Investment Manager and Administrative Lead with Wells Fargo and its predecessors – First Union, First Fidelity, and Union Trust Company – working with institutional clients – pension, profit sharing and 401(k) plans. Chris also was the liaison between the Bank and the Frank Russell Investment Management Company – utilizing their proprietary investment solutions and philosophies of investment management.▪ Chris received her B.A. in Business Administration from the University of Connecticut. Throughout her career, Chris has and continues to complete a wide range of courses on investments and risk management.

Chris Testani's Current Company Details
Wells Fargo Private Bank

Wells Fargo Private Bank

View
Dynamic Senior Portfolio Manager/Executive Director at Wells Fargo Private Bank
san francisco, california, united states
Employees:
1120
Chris Testani Work Experience Details
  • Wells Fargo Private Bank
    Senior Portfolio Manager
    Wells Fargo Private Bank Jun 1985 - Present
    Greenwich, Ct
  • Wells Fargo Private Bank
    Senior Investment Strategist/Senior Vice President
    Wells Fargo Private Bank Jun 1985 - Apr 2020
    Connecticut, United States
    Experienced, pro-active investment manager who excels in communication and follow up for clients.
  • Wells Fargo Private Bank
    Investment Strategist
    Wells Fargo Private Bank Jun 1985 - Nov 2008
    Greenwich, Ct And Greater Ny And Boston Areas
    In this role, Chris’s primary focus is to work with sophisticated investors to help them understand investment risk and the global investment options available to them through the Private Bank.Chris has over 25 years of experience working with institutional and high net worth clients and brings a wealth of investment experience and practical knowledge to the role. She also has an extensive background working with equity, fixed income, alternative strategies and asset allocation decisions across a range of investors.One of her most valuable tasks was working with the Frank Russell Investment Management Company as one of their largest Bank partners and applied their investment solutions and philosophies to clients who were the most sophisticated and competitive in the institutional world throughout CT.

Chris Testani Skills

Wealth Management Portfolio Management Investments Asset Allocation Asset Management Mutual Funds Fixed Income Equities Investment Strategies Risk Management Alternative Investments Capital Markets Financial Markets Bloomberg Hedge Funds Series 7 Derivatives Financial Modeling Banking Financial Analysis Financial Risk Valuation Retirement Planning Investment Management Options Wealth Preservation Planning

Chris Testani Education Details

Frequently Asked Questions about Chris Testani

What company does Chris Testani work for?

Chris Testani works for Wells Fargo Private Bank

What is Chris Testani's role at the current company?

Chris Testani's current role is Dynamic Senior Portfolio Manager/Executive Director at Wells Fargo Private Bank.

What is Chris Testani's email address?

Chris Testani's email address is ch****@****rgo.com

What schools did Chris Testani attend?

Chris Testani attended The University Of Connecticut, Storrs, Ct., University Of Connecticut.

What skills is Chris Testani known for?

Chris Testani has skills like Wealth Management, Portfolio Management, Investments, Asset Allocation, Asset Management, Mutual Funds, Fixed Income, Equities, Investment Strategies, Risk Management, Alternative Investments, Capital Markets.

Not the Chris Testani you were looking for?

Free Chrome Extension

Find emails, phones & company data instantly

Find verified emails from LinkedIn profiles
Get direct phone numbers & mobile contacts
Access company data & employee information
Works directly on LinkedIn - no copy/paste needed
Get Chrome Extension - Free

Aero Online

Your AI prospecting assistant

Download 750 million emails and 100 million phone numbers

Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.