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Christopher Walcott is listed as Finance Professional | Portfolio Management & Financial Analysis | Team Leader based in United States. AeroLeads shows a matched LinkedIn profile for Christopher Walcott.
Christopher Walcott previously worked as Event Coordinator at Wicked Warehouse and Investment Analyst at Canterbury Consulting. Christopher Walcott holds Bachelor Of Business Administration - Bba, Finance, General. Minor, Economics, Graduate from California State University-Long Beach - College Of Business.
Demonstrated financial analysis and portfolio management expertise through key roles at Beach Investment Group and CanterburyConsulting. Acknowledged for leadership and impact, having led teams at Wicked Warehouse and securing first place in the CFAAnnual Request for Proposal Competition. Accomplished Finance graduate from California State University, Long Beach, with a strongfinance, marketing, and management academic foundation. Recognized for strategic thinking, analytical prowess, and effectivecommunication skills, with proficiencies in project management, sales support, and technical data analysis.
Listed skills include Easily Adaptable, Leadership, Research, Customer Satisfaction, and 4 others.
A career timeline built from the work history available for this profile.
San Diego, California, United States
Wicked Warehouse curates premier entertainment experiences in the San Diego area, offering a genuine underground music experience with top-tier talent production and world-class talent.
Newport Beach, California, United States
Canterbury Consulting is an independent investment advisory firm based in Newport Beach, CA. Canterbury provides consulting services to tax-exempt organizations, including community foundations, educational endowments, religious organizations, arts and cultural foundations andhealth care organizations, as well as individuals and family offices. Founded in 1988, the firm designs and manages custom investment programs aligned with each client’s goals. Canterbury acts as the investment office for its diverse clients and provides objective investment advice, asset allocation, manager selection, risk management, implementation, and performance measurement. Named one of the Best Places to Work in Money Management by Pensions & Investments and one of the Best Places to Work in Orange County by the Orange County Business Journal in 2020, Canterbury Consulting strives to deliver performance and service that exceeds the needs and expectations of its clients. Learn more about Canterbury at www.canterburyconsulting.com.
Newport Beach, California, United States
Canterbury Consulting is an independent investment advisory firm based in Newport Beach, CA. Canterbury provides consulting services to tax-exempt organizations, including community foundations, educational endowments, religious organizations, arts and cultural foundations andhealth care organizations, as well as individuals and family offices. Founded in 1988, the firm designs and manages custom investment programs aligned with each client’s goals. Canterbury acts as the investment office for its diverse clients and provides objective investment advice, asset allocation, manager selection, risk management, implementation, and performance measurement. Named one of the Best Places to Work in Money Management by Pensions & Investments and one of the Best Places to Work in Orange County by the Orange County Business Journal in 2020, Canterbury Consulting strives to deliver performance and service that exceeds the needs and expectations of its clients. Learn more about Canterbury at www.canterburyconsulting.com.
Long Beach, California, United States
• Focused team leader providing capital market outlook and asset allocation strategy.• Skillful planner with $1.1 million assets under management across three portfolios on behalf of California State University, Long Beach; alumni investors; the CFA Society of Orange County.• Timely provisioner of relevant economic reports, security analysis, and top-down market analysis.
Long Beach, California, United States
• A personally selected competitor participating in a global research contest against 1,150 schools across 95 countries.• Responsible for developing industry overview and specific investment risks for the Title Insurance Industry.• Authoring and presenting industry-specific supply and demand catalysts, competitive factor analysis, and specific investment risk
San Diego, California, United States
• Concierge for an exclusive music-event venue, responsible for ticketing, sales, front-of-house management, and guest list.• Vendor shift-leader providing exceptional guest experience within multiple large-scale festival events, including Coachella, Life is Beautiful, Splash House, CRSSD, and Bonnaroo.
Sacramento, California, United States
• Developed lasting rapport with guests while assisting in order selection through menu items, beverage, and pairing sales.• Coordinated and managed front-of-house and back-of-house team members to ensure timely and accurate order preparation• Swiftly responded to guest and team member needs through foresight and industry expertise
Carlsbad, California, United States
• Managed a roster of 23 youth lacrosse players, implementing warm-ups, mentoring athletes, personally training team members, and maintaining accurate records for league officials.• Built genuine relationships with youth athletes, parents, league officials, and other coaching staff.• Maintained a 13-win, 4-loss record through the spring lacrosse season.
Activities and Societies: Finance, Economics, Portfolio ManagementPresident's Honor List - Academic Year 2020 - 2021, Fall 2021 Beach.
Activities and Societies: financial and managerial accounting, macroeconomics, microeconomics, business law
Quick answers generated from the profile data available on this page.
Christopher Walcott is listed as Finance Professional | Portfolio Management & Financial Analysis | Team Leader.
Christopher Walcott is based in United States.
Christopher Walcott has worked for Wicked Warehouse, Canterbury Consulting, Beach Investment Group (Big), Wicked Maine Lobster, and Standing Room Only.
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Christopher Walcott holds Bachelor Of Business Administration - Bba, Finance, General. Minor, Economics, Graduate from California State University-Long Beach - College Of Business.
Christopher Walcott is listed with skills including Easily Adaptable, Leadership, Research, Customer Satisfaction, Customer Service, Writing, Word Processing, and Graphic Design.
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