Co-Founder
Current
Work Local Llc
Sep 2017 - Present
AeroLeads people directory · profile
Christopher Winn Email & Phone Number
RIA Registraton and Compliance Consultant
at
AdvisorAssist, LLC
3 work emails found
@advisorassist.com
2 phones found area 617
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Role
RIA Registraton and Compliance Consultant
Location
Boston, Massachusetts, United States
Company size
Who is Christopher Winn? Overview
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Quick answer
Christopher Winn is listed as RIA Registraton and Compliance Consultant at AdvisorAssist, LLC, a company with 17 employees, based in Boston, Massachusetts, United States. AeroLeads shows a work email signal at advisorassist.com, phone signal with area code 617, and a matched LinkedIn profile for Christopher Winn.
Christopher Winn previously worked as Co-Founder at Work Local Llc and Founder / CEO / Lead Consultant at Advisorassist, Llc. Christopher Winn holds Mba, Management Information Systems / Finance from Bentley University - Mccallum Graduate School Of Business.
Company email context
Email format at AdvisorAssist, LLC
This section adds company-level context without repeating Christopher Winn's masked contact details.
{first_initial}{last}@advisorassist.com
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AeroLeads found 3 current-domain work email signals for Christopher Winn. Compare company email patterns before reaching out.
Profile bio
About Christopher Winn
Extensive experience in the financial services industry focusing on asset management, operations, compliance, technology and consulting.Specialties: Operations, Technology, Compliance, Project Management, Consulting, Separately Managed Accounts
Listed skills include Investment Advisory, Mutual Funds, Financial Services, Separately Managed Accounts, and 37 others.
Current workplace
Christopher Winn's current company
Company context helps verify the profile and gives searchers a useful next step.
Advisorassist, Llc
10 roles · 33 years
Christopher Winn work experience
A career timeline built from the work history available for this profile.
Founder / Ceo / Lead Consultant
CurrentAdvisorAssist supports entrepreneurial advisory firms in establishing and protecting their business. We provide comprehensive strategic transition support for advisors in motion. For established firms, AdvisorAssist serves as a risk management partner to guide advisors through the "year in compliance".
Apr 2006 - Present
Managing Principal And Co-Founder
May 2006 - Sep 2010
Chief Operating Officer/Chief Compliance Officer
Open Investing, Inc.
Oversee Operations, Compliance and Technology for an independent Registered Investment Advisor (RIA) and managed accounts consulting firm.
Jul 2006 - Jun 2007
Chief Compliance Officer
Advisornow, Inc.
AdvisorNow, Inc. is an SEC registered investment advisory firm that provides lead generation services to financial professionals.
Jul 2006 - Jun 2007
Associate Director
Managed compliance and regulatory consulting engagements supporting the investment management industry.
Jun 2005 - Jul 2006
Vice President
Deutsche Asset Management
Managed financial reporting and mutual fund treasury/administration functions and the oversight of custodians.
2004 - 2005
~1 yr
Vice President
Deutsche Asset Management/Dws Investments
2004 - 2005
~1 yr
Vice President
Areas of focus: Mutual Fund Administration, Operations, IT Project Management, Business Process Management, Mutual Fund Product Management, Marketing
1997 - 2004
~7 yrs
1993 - 1997
~4 yrs
Team & coworkers
Colleagues at AdvisorAssist, LLC
Other employees you can reach at advisorassist.com. View company contacts for 17 employees →
CM
Colin Mackellar
Colleague at Advisorassist, LlcGreater Boston, United States
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GG
Grant Goodwin
Colleague at Advisorassist, LlcWaltham, Massachusetts, United States, United States
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KJ
Kelly Junga
Colleague at Advisorassist, LlcTraverse City, Michigan, United States, United States
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RW
Ryan Winn
Colleague at Advisorassist, LlcMarshfield, Massachusetts, United States, United States
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JZ
Julia Zaniboni
Colleague at Advisorassist, LlcGreater Boston, United States
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JK
Jennifer Krakower
Colleague at Advisorassist, LlcGreater Boston, United States
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CC
Connor Cruz
Colleague at Advisorassist, LlcBoston, Massachusetts, United States, United States
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SW
Spencer Wood
Colleague at Advisorassist, LlcGreater Boston, United States
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BF
Barbi Fennewald, Cfp®
Colleague at Advisorassist, LlcGreater St. Louis, United States
View →
RD
Raphael Dinh
Colleague at Advisorassist, LlcBoston, Massachusetts, United States, United States
View →
Colin Mackellar
Colleague at Advisorassist, LlcGreater Boston, United States
View →
GG
Grant Goodwin
Colleague at Advisorassist, LlcWaltham, Massachusetts, United States, United States
View →
KJ
Kelly Junga
Colleague at Advisorassist, LlcTraverse City, Michigan, United States, United States
View →
RW
Ryan Winn
Colleague at Advisorassist, LlcMarshfield, Massachusetts, United States, United States
View →
JZ
Julia Zaniboni
Colleague at Advisorassist, LlcGreater Boston, United States
View →
JK
Jennifer Krakower
Colleague at Advisorassist, LlcGreater Boston, United States
View →
CC
Connor Cruz
Colleague at Advisorassist, LlcBoston, Massachusetts, United States, United States
View →
SW
Spencer Wood
Colleague at Advisorassist, LlcGreater Boston, United States
View →
BF
Barbi Fennewald, Cfp®
Colleague at Advisorassist, LlcGreater St. Louis, United States
View →
RD
Raphael Dinh
Colleague at Advisorassist, LlcBoston, Massachusetts, United States, United States
View →
4 education records
Christopher Winn education
Mba, Management Information Systems / Finance
Ebusiness, Graduate Degree In E-Business
Bs, Accounting And Computer Information Systems
B.S. In Accounting
FAQ
Frequently asked questions about Christopher Winn
Quick answers generated from the profile data available on this page.
What company does Christopher Winn work for?
Christopher Winn works for AdvisorAssist, LLC.
What is Christopher Winn's role at AdvisorAssist, LLC?
Christopher Winn is listed as RIA Registraton and Compliance Consultant at AdvisorAssist, LLC.
What is Christopher Winn's email address?
AeroLeads has found 3 work email signals at @advisorassist.com for Christopher Winn at AdvisorAssist, LLC.
What is Christopher Winn's phone number?
AeroLeads has found 2 phone signal(s) with area code 617 for Christopher Winn at AdvisorAssist, LLC.
Where is Christopher Winn based?
Christopher Winn is based in Boston, Massachusetts, United States while working with AdvisorAssist, LLC.
What companies has Christopher Winn worked for?
Christopher Winn has worked for Work Local Llc, Advisorassist, Llc, Mainstay Consulting Group Llc, Open Investing, Inc., and Advisornow, Inc..
Who are Christopher Winn's colleagues at AdvisorAssist, LLC?
Christopher Winn's colleagues at AdvisorAssist, LLC include Colin Mackellar, Grant Goodwin, Kelly Junga, Ryan Winn, and Julia Zaniboni.
How can I contact Christopher Winn?
You can use AeroLeads to view verified contact signals for Christopher Winn at AdvisorAssist, LLC, including work email, phone, and LinkedIn data when available.
What schools did Christopher Winn attend?
Christopher Winn holds Mba, Management Information Systems / Finance from Bentley University - Mccallum Graduate School Of Business.
What skills is Christopher Winn known for?
Christopher Winn is listed with skills including Investment Advisory, Mutual Funds, Financial Services, Separately Managed Accounts, Investment Management, Asset Management, Investments, and Financial Advisory.
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