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Christopher J. Sitek, Mba, Cima® is listed as Senior Vice President - Investment Officer at Wells Fargo Advisors, a company with 14520 employees, based in Green Bay, Wisconsin, United States. AeroLeads shows a work email signal at wellsfargo.com and a matched LinkedIn profile for Christopher J. Sitek, Mba, Cima®.
Christopher J. Sitek, Mba, Cima® previously worked as Senior Portfolio Manager at Bmo Private Bank and Principal / Fiduciary Management Consultant at Integritas360, Llc. Christopher J. Sitek, Mba, Cima® holds Mba, Finance from Wayne State University.
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AeroLeads found 1 current-domain work email signal for Christopher J. Sitek, Mba, Cima®. Compare company email patterns before reaching out.
For more than 30 years I’ve built, lead, and managed financial service organizations. I am a passionate client advocate and pride myself on my integrity, trustworthiness, and sound judgment. At Wells Fargo Advisors, I have chosen to parlay my multi-disciplinary experience in insurance sales, financial advisory, and investment management in an effort to help bring clarity to the complexity of the planning process; provide strategies that are distinct, potentially advantageous, and tailored to each client; and aim to deliver an extraordinary client experience with a promise that, throughout all the years we work together, you will never find another financial advisor who will care more about your financial success, or who will be more deeply committed to the realization of your financial goals. In essence, I aim to act as my client’s most trusted financial advocate, their Chief Investment Officer.My relationship-based business offers a comprehensive approach distinguished by a broad range of products and specialized services in Asset Management, Risk Management, Wealth Planning, Business Advisory, Liability Management, Retirement Plans, and Executive Benefits.I earned my MBA in Finance from Wayne State University and hold the Series 7, and 63 registrations, and CIMA® designation. Giving back to the community is important to me. I’m proud to serve on several nonprofit committees in the greater Green Bay area.Please visit my website at wfadvisors.com/Christopher.sitek for information about my business. I am currently accepting new clients and appreciate your referrals.This information is intended for use by residents of AK, AZ, CA, FL, IA, KS, MD, MI, MN, MO, NC, NJ, NY, OK, SC, TN, TX, VA, WA, and WI only.CA Insurance License Number 4262624. Resident State: WI./*********/Investment and Insurance Products are:* Not Insured by the FDIC or Any Federal Government Agency* Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate* Subject to Investment Risks, Including Possible Loss of the Principal Amount InvestedWells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. Opinions and comments do not necessarily represent the views of our firm. Additional guidelines can be found on wfa.com/social
Listed skills include Financial Services, Investment Strategies, Retirement Planning, Risk Management, and 5 others.
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A career timeline built from the work history available for this profile.
Green Bay, Wisconsin Area
My relationship-based investment advisory business provides expertise in Private Wealth Management and Corporate Benefit strategies. Clients include individuals and families, who are seeking to grow, preserve, enjoy and share their wealth; and business owners who want to advance their business and provide quality benefits to their employees. My mission is.
Green Bay, Wisconsin
Midwest officer who reported to the Managing Director of Northeast Wisconsin Region. U.S. operation of a global diversified financial services provider. Responsible for the prudent construction, implementation, management and monitoring up to $300 million of discretionary client investment portfolio assets representing private wealthy families.
Southgate, Michigan
Owner and independent professional consultant. Engaged by private wealth families, individuals and investment fiduciaries to provide sound guidance with regards to delivering a fiduciary quality management process, and total wealth management solutions. Accountable for the overall management of investment decisions, e.g., organize, formalize, implement and.
Birmingham, Michigan
Founding member of a pioneer in global asset allocation management and hedge fund. Integral member of Investment Committee with full accountability for all investment management decisions across 27 asset classes. Served private wealth families, individuals, ERISA plans, corporate funds, endowment and foundation funds, and separately managed accounts (SMA).
Troy, Michigan
Reported to Branch Manager. Provided strategic and tactical leadership in all portfolio management decisions for the Corporate Service Group (CSG; Tactical Allocation Group, LLC. predecessor), a boutique fund-of-funds manager at UBS Financial Service, Inc. Served wealthy families, individuals, ERISA plans, corporate funds, endowments and foundations by.
Troy, Michigan
Reporting to Branch Manager. Financial advisory practice (that subsequently merged with CSG) at UBS Financial Services, Inc. Built investment advisory practice from ground up serving corporate executives, high net worth private investors, and institutions. Provided expert counsel on investment strategy, portfolio structure, manager selection, and other.
Bloomfield Hills, Michigan
Reported to Owner of agency. Recruited to establish corporate benefits division and penetrate local market for boutique insurance agency specializing in P&C, C-level executive, and Group Benefits. Grew revenues by delivering qualified and non-qualified benefit plan sales solutions to business executives and groups of 2 to 10,000 employees in all segments.
Southfield, Michigan
Reported to Owner of agency. Tapped in to extensive social network for general agency to sell GML life insurance, GML disability insurance, and group benefit coverage from various insurance companies.
Other employees you can reach at wellsfargoadvisors.com. View company contacts for 14520 employees →
Jules Dill
Colleague at Wells Fargo Advisors
United States, United States
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Dorian Enhelder Cfp®
Colleague at Wells Fargo Advisors
Greater Phoenix Area, United States
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Freddie Hull
Colleague at Wells Fargo Advisors
St Louis, Missouri, United States, United States
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Gary Hanson Aams® Crpc®
Colleague at Wells Fargo Advisors
Greater Minneapolis-St. Paul Area, United States
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Matthew Smith
Colleague at Wells Fargo Advisors
Denver Metropolitan Area, United States
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Hal Finberg
Colleague at Wells Fargo Advisors
Greater Houston, United States
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Neal Abravanel, Cfp®, Crpc
Colleague at Wells Fargo Advisors
Washington DC-Baltimore Area, United States
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William E. (Bill) Hardin, Cfp®
Colleague at Wells Fargo Advisors
Chattanooga, Tennessee, United States, United States
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Josh Etheridge
Colleague at Wells Fargo Advisors
Grand Rapids Metropolitan Area, United States
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Quentin Mcguffey
Colleague at Wells Fargo Advisors
St Louis, Missouri, United States, United States
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Activities and Societies: Alpha Kappa Psi (America's oldest professional business fraternity)
Quick answers generated from the profile data available on this page.
Christopher J. Sitek, Mba, Cima® works for Wells Fargo Advisors.
Christopher J. Sitek, Mba, Cima® is listed as Senior Vice President - Investment Officer at Wells Fargo Advisors.
AeroLeads has found 1 work email signal at @wellsfargo.com for Christopher J. Sitek, Mba, Cima® at Wells Fargo Advisors.
Christopher J. Sitek, Mba, Cima® is based in Green Bay, Wisconsin, United States while working with Wells Fargo Advisors.
Christopher J. Sitek, Mba, Cima® has worked for Wells Fargo Advisors, Bmo Private Bank, Integritas360, Llc, Tactical Allocation Group, Llc, and Ubs / Corporate Service Group.
Christopher J. Sitek, Mba, Cima®'s colleagues at Wells Fargo Advisors include Jules Dill, Dorian Enhelder Cfp®, Freddie Hull, Gary Hanson Aams® Crpc®, and Matthew Smith.
You can use AeroLeads to view verified contact signals for Christopher J. Sitek, Mba, Cima® at Wells Fargo Advisors, including work email, phone, and LinkedIn data when available.
Christopher J. Sitek, Mba, Cima® holds Mba, Finance from Wayne State University.
Christopher J. Sitek, Mba, Cima® is listed with skills including Financial Services, Investment Strategies, Retirement Planning, Risk Management, Asset Allocation, Consulting, Leadership, and Practice Management.
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