Christopher Nelson, Cfa Email & Phone Number

Bangor, ME, US

Bangor, ME, US

𝐖𝐇𝐀𝐓 𝐈 𝐃𝐎: I help people with responsibility for their community financial institution's investment portfolio master the art of fixed income investments, by providing in-person and online training and coaching services.As your personal investment guide, I will help you boost your fixed income investment knowledge, level up your portfolio management skills.

🏦WHAT I DO: I help Community Banks & Credit Unions with investment advisory, asset management services, investment training, and executive coaching to manage their risks and meet their investment objectives. HOW I DO IT: I can train your investment team directly or through a consulting role to assist in managing your investment portfolio, including fixed.

Westminster, Colorado, US

WHAT I DO: I serve as a faculty member for the school's executive training programs:Graduate School of Banking Annual Session (2021-Present) ~ This is a three-year program that helps community bankers build their professional banking and leadership skills. I teach a course on managing the investment portfolio that introduces key investment and portfolio.

Bangor, Maine, US

ROLE: I was responsible for supervising the Bank's financial operations relating to liquidity and funds management, asset/liability and interest rate risk management, loan and deposit pricing, hedging and derivative activities, bank portfolio investment management and international services. I served as a member of the Bank's Leadership and Asset/Liability.

Bangor, Maine, US

ROLE: I managed the investment management team for the Bank's Trust & Investment Services Group, which was responsible for approximately $640 million in assets under management. Upon joining the group, I developed and implemented a restructuring of the investment management process, providing for a more disciplined selection of fixed income, equity and.

Orono, ME, US

ROLE: I taught finance classes for the Maine Business School at both the undergraduate and graduate levels. My main focus was on financial institutions, fixed income securities and financial risk management. In developing and teaching a course, the primary objective is not only to explore fundamental concepts, but to share their application and discuss.

Columbia, South Carolina, US

ROLE: I served as a member of the faculty team, presenting classes on fixed income investment securities, portfolio management strategies and asset/liability management for community bank executives and others involved in the management of a financial institution's investments and balance sheet.

ROLE: I was part of a three-member investment management team for the Bank's Trust Department, and was personally responsible for managing $110 million in client assets for individuals, institutions, trusts and retirement plans. Among my contributions to our team's efforts were the development of a quantitative stock model, which became an integral part of.

ROLE: I primarily worked with and advised individual clients on asset allocation, investment strategies and security selection. My business development efforts included the development and maintenance of a strong referral network with the retail banking teams in my region, and I established the company's first satellite office, which resulted in increased.

ROLE: I assisted a team of investment portfolio managers in the Trust Department, providing trading and administrative support.

M. S., Finance

B. S., Finance

A. A., Communications