Christopher Carlisle

Christopher Carlisle Email and Phone Number

Institutional Investment Operations Associate at Wells Fargo @ Wells Fargo
san francisco, california, united states
Christopher Carlisle's Location
Charlotte, North Carolina, United States, United States
Christopher Carlisle's Contact Details

Christopher Carlisle personal email

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Christopher Carlisle phone numbers

About Christopher Carlisle

Christopher Carlisle is a Institutional Investment Operations Associate at Wells Fargo at Wells Fargo. He possess expertise in microsoft office, microsoft excel, microsoft word, microsoft powerpoint, microsoft access and 1 more skills.

Christopher Carlisle's Current Company Details
Wells Fargo

Wells Fargo

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Institutional Investment Operations Associate at Wells Fargo
san francisco, california, united states
Website:
wellsfargo.com
Employees:
246787
Christopher Carlisle Work Experience Details
  • Wells Fargo
    Institutional Investment Operations Associate
    Wells Fargo May 2022 - Present
    Charlotte, North Carolina, United States
    I provide operational and customer support for lifecycle tasks for institutional trades. Assist with client account onboarding, input and monitoring of cash on commodity deals.
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  • Goldman Sachs
    Equities Execution Analyst
    Goldman Sachs Jan 2021 - Aug 2021
    Salt Lake City, Utah, United States
    I was part of the global markets division which included my client base of 70+ institutions. Our group supported the cash equity desk and oversaw the handling of post trade risk management for cash equity trades by institutional clients. Our team focused on revenue growth and driving existing relationships with key clients.
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  • Minnesota Twins
    Analytics And Performance Operations Intern
    Minnesota Twins Feb 2020 - Mar 2020
    Fort Myers, Florida, United States
    Assisted in inputting rosters; and tagging game information. Tracked/charted information for the entire game operating the proprietary software and making any adjustments throughout the game. Compiled all requested analytical reports post game.
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  • Franklin Templeton
    Usas Strategic Relationships Team Intern
    Franklin Templeton Jun 2019 - Jul 2019
    St Petersburg, Florida, United States
    During my time with Franklin Templeton, I worked directly with the Strategic Relationships Team (SRT), whose role is to develop and maintain relationships with the various financial intermediaries utilizing the firm’s mutual funds and separate accounts. In this role, I also spent time with the U.S. Advisory Services Group (USAS). This group is responsible for supporting all client-facing sales reps both externally and internally. This experienced enhanced my skill set both personally and professionally, and helped me gain extensive knowledge in the financial services industry.
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  • Flaharty Asset Management, Llc
    Wealth Management Intern
    Flaharty Asset Management, Llc Jun 2017 - Jul 2017
    Clearwater, Florida
    During my summer program I was exposed to all aspects of running a full-service investment advisory firm. This included the following: asset management, client service, financial advising, and business operations. I learned how to build asset allocation models through portfolio construction by performing analysis of individual stocks, bonds, ETF’s and third party money managers. In addition, I learned how the firm acquired and communicated with their clients, experiencing firsthand portfolio reviews and how the advisor handled various client questions and concerns.
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Christopher Carlisle Skills

Microsoft Office Microsoft Excel Microsoft Word Microsoft Powerpoint Microsoft Access Social Media

Christopher Carlisle Education Details

Frequently Asked Questions about Christopher Carlisle

What company does Christopher Carlisle work for?

Christopher Carlisle works for Wells Fargo

What is Christopher Carlisle's role at the current company?

Christopher Carlisle's current role is Institutional Investment Operations Associate at Wells Fargo.

What is Christopher Carlisle's email address?

Christopher Carlisle's email address is christopher.carlisle@gs.com

What is Christopher Carlisle's direct phone number?

Christopher Carlisle's direct phone number is +172780*****

What schools did Christopher Carlisle attend?

Christopher Carlisle attended Florida Gulf Coast University, University Of Economics, Prague.

What are some of Christopher Carlisle's interests?

Christopher Carlisle has interest in Food, Sports, Travel, Finance.

What skills is Christopher Carlisle known for?

Christopher Carlisle has skills like Microsoft Office, Microsoft Excel, Microsoft Word, Microsoft Powerpoint, Microsoft Access, Social Media.

Who are Christopher Carlisle's colleagues?

Christopher Carlisle's colleagues are Timothy Mack, Ryan Miles, Rhonda Klingensmith, Ninette Sunday, Michael Stern, Vijaya Vardhan Tummalapalli, Heidi Van Beek.

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