Christopher Winn

Christopher Winn Email and Phone Number

RIA Registraton and Compliance Consultant @ AdvisorAssist, LLC
marshfield, massachusetts, united states
Christopher Winn's Location
Boston, Massachusetts, United States, United States
Christopher Winn's Contact Details

Christopher Winn personal email

n/a

Christopher Winn phone numbers

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

Christopher Winn's Current Company Details
AdvisorAssist, LLC

Advisorassist, Llc

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RIA Registraton and Compliance Consultant
marshfield, massachusetts, united states
Website:
advisorassist.com
Employees:
17
Christopher Winn Work Experience Details
  • Work Local Llc
    Co-Founder
    Work Local Llc Sep 2017 - Present
    Marshfield, Ma
  • Advisorassist, Llc
    Founder / Ceo / Lead Consultant
    Advisorassist, Llc Apr 2006 - Present
    Greater Boston Area
    AdvisorAssist 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".
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  • Mainstay Consulting Group Llc
    Managing Principal And Co-Founder
    Mainstay Consulting Group Llc May 2006 - Sep 2010
    View
  • Open Investing, Inc.
    Chief Operating Officer/Chief Compliance Officer
    Open Investing, Inc. Jul 2006 - Jun 2007
    Oversee Operations, Compliance and Technology for an independent Registered Investment Advisor (RIA) and managed accounts consulting firm.
  • Advisornow, Inc.
    Chief Compliance Officer
    Advisornow, Inc. Jul 2006 - Jun 2007
    AdvisorNow, Inc. is an SEC registered investment advisory firm that provides lead generation services to financial professionals.
  • Navigant Consulting, Inc.
    Associate Director
    Navigant Consulting, Inc. Jun 2005 - Jul 2006
    Managed compliance and regulatory consulting engagements supporting the investment management industry.
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  • Deutsche Asset Management
    Vice President
    Deutsche Asset Management 2004 - 2005
    Managed financial reporting and mutual fund treasury/administration functions and the oversight of custodians.
  • Deutsche Asset Management/Dws Investments
    Vice President
    Deutsche Asset Management/Dws Investments 2004 - 2005
  • Evergreen Investments, Inc.
    Vice President
    Evergreen Investments, Inc. 1997 - 2004
    Areas of focus: Mutual Fund Administration, Operations, IT Project Management, Business Process Management, Mutual Fund Product Management, Marketing
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  • Investors Bank & Trust
    Senior Fund Administrator
    Investors Bank & Trust 1993 - 1997
    Managed mutual fund reporting and tax matters.
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Christopher Winn Skills

Investment Advisory Mutual Funds Financial Services Separately Managed Accounts Investment Management Asset Management Investments Financial Advisory Consulting Project Management Ria Legal Compliance Alternative Investments Portfolio Management Hedge Funds Wealth Management Asset Allocation Fixed Income Equities Compliance Retirement Planning Financial Planning Retirement Due Diligence Technology Advisory High Net Worth Individuals Financial Planners Investment Strategies Private Equity 401k Cloud Security Wealth Management Services Estate Planning Strategic Financial Planning Finra Ria Compliance Ria Operations Management Consulting Etfs Funding Ria Transitions

Christopher Winn Education Details

Frequently Asked Questions about Christopher Winn

What company does Christopher Winn work for?

Christopher Winn works for Advisorassist, Llc

What is Christopher Winn's role at the current company?

Christopher Winn's current role is RIA Registraton and Compliance Consultant.

What is Christopher Winn's email address?

Christopher Winn's email address is cw****@****ist.com

What is Christopher Winn's direct phone number?

Christopher Winn's direct phone number is +161780*****

What schools did Christopher Winn attend?

Christopher Winn attended Bentley University - Mccallum Graduate School Of Business, Bentley University - Mccallum Graduate School Of Business, Stonehill College, Stonehill College.

What skills is Christopher Winn known for?

Christopher Winn has skills like Investment Advisory, Mutual Funds, Financial Services, Separately Managed Accounts, Investment Management, Asset Management, Investments, Financial Advisory, Consulting, Project Management, Ria, Legal Compliance.

Who are Christopher Winn's colleagues?

Christopher Winn's colleagues are Caleb Peress, Ryan Winn, Julia Zaniboni, Samuel Guy, Brian Young, Jennifer Krakower, Cameron Labree.

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