Christopher Walcott
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Christopher Walcott Email & Phone Number

Finance Professional | Portfolio Management & Financial Analysis | Team Leader
Location: United States, United States, United States 8 work roles 3 schools
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Role
Finance Professional | Portfolio Management & Financial Analysis | Team Leader
Location
United States, United States, United States

Who is Christopher Walcott? Overview

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Christopher Walcott is listed as Finance Professional | Portfolio Management & Financial Analysis | Team Leader based in United States, United States, 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.

Profile bio

About Christopher Walcott

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.

8 roles

Christopher Walcott work experience

A career timeline built from the work history available for this profile.

Event Coordinator

Wicked Warehouse

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.

Oct 2019 - Oct 2023

Investment Analyst

Canterbury Consulting

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.

May 2022 - May 2023

Analyst Internship

Canterbury Consulting

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.

Mar 2022 - May 2022

Chief Economic Analyst And Asset Allocator

Beach Investment Group (Big)

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.
Aug 2021 - May 2022

Cfa Society Research Challenge Participant

Beach Investment Group (Big)

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
Aug 2021 - Mar 2022

Event Coordinator And Vendor

Wicked Maine Lobster

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.
Apr 2016 - Mar 2022

Lead Server And Bartender

Standing Room Only

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
Jul 2016 - Aug 2019

Assistant Lacrosse Coach

Carlsbad Youth Lacrosse

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.
Mar 2016 - Jun 2016
3 education records

Christopher Walcott education

Associate Of Business Administration, Business Administration And Management, General, Graduate

Grossmont College

Activities and Societies: financial and managerial accounting, macroeconomics, microeconomics, business law

FAQ

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What is Christopher Walcott's role at their current company?

Christopher Walcott is listed as Finance Professional | Portfolio Management & Financial Analysis | Team Leader.

Where is Christopher Walcott based?

Christopher Walcott is based in United States, United States, United States.

What companies has Christopher Walcott worked for?

Christopher Walcott has worked for Wicked Warehouse, Canterbury Consulting, Beach Investment Group (Big), Wicked Maine Lobster, and Standing Room Only.

How can I contact Christopher Walcott?

You can use AeroLeads to view verified contact signals for Christopher Walcott, including work email, phone, and LinkedIn data when available.

What schools did Christopher Walcott attend?

Christopher Walcott holds Bachelor Of Business Administration - Bba, Finance, General. Minor, Economics, Graduate from California State University-Long Beach - College Of Business.

What skills is Christopher Walcott known for?

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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