Joseph E. Christ, Cfp® Mba

Joseph E. Christ, Cfp® Mba Email and Phone Number

Senior Vice President @ Baird
Scottsdale, AZ, US
Joseph E. Christ, Cfp® Mba's Location
Scottsdale, Arizona, United States, United States
Joseph E. Christ, Cfp® Mba's Contact Details

Joseph E. Christ, Cfp® Mba work email

Joseph E. Christ, Cfp® Mba personal email

n/a

Joseph E. Christ, Cfp® Mba phone numbers

About Joseph E. Christ, Cfp® Mba

Enhancement of quality of life through financial planning, client education, guided investment and portfolio management. In-depth experience in the financial industry across platform and scope. Skilled financial planning, investment modeling, and portfolio construction.CERTIFIED FINANCIAL PLANNER™ Wealth Creation, Wealth Preservation, and Wealth TransferPortfolio Assembly, Operations, and ManagementResearch, Analytics, and TradingFinancial Modeling and AnalysisPublic Speaking and SeminarsPhilanthrocapital and SustainabilityFinancial Planning and Maintenance

Joseph E. Christ, Cfp® Mba's Current Company Details
Baird

Baird

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Senior Vice President
Scottsdale, AZ, US
Joseph E. Christ, Cfp® Mba Work Experience Details
  • Baird
    Senior Vice President
    Baird
    Scottsdale, Az, Us
    View
  • Robert W. Baird & Co.
    Pwm Financial Planner
    Robert W. Baird & Co. Jan 2011 - Present
    In-depth Financial PlanningEquity, Fixed, and Alternative Investment SelectionPortfolio Model CreationOngoing Portfolio MaintenanceEvaluate Alternative Investment Vehicles
    View
  • Robert W. Baird & Co.
    Financial Advisor
    Robert W. Baird & Co. Nov 2008 - Jan 2011
    Scottsdale, Az
    Procure and maintain high net worth relationshipsOversee and manage team portfolio investments (+ 250 million)Enlighten investors with unique and inspiring seminars Create and manage client service matrix and flow chartResearch and enact investment allocation modelsManage team marketing and special eventsCoordinate philanthropic endeavorsAdminister insurance, annuities, and LTCSelect and monitor alternative investments
    View
  • Ubs Wealth Management
    Financial Advisor
    Ubs Wealth Management May 2006 - Nov 2008
    Procure and maintain high net worth relationshipsOversee and manage team portfolio investments (+ 250 million)Enlighten investors with unique and inspiring seminars Create and manage client service matrix and flow chartResearch and enact investment allocation modelsManage team marketing and special eventsCoordinate philanthropic endeavorsAdminister insurance, annuities, and LTC
    View
  • Piper Jaffray & Co
    Intern
    Piper Jaffray & Co Mar 2005 - May 2006
    Obtain Series 7, 66, state and variableManage team marketing campaignCoordinate Team EventsResearch equities and alternative investments

Joseph E. Christ, Cfp® Mba Skills

Investments Portfolio Management Alternative Investments Series 7 Asset Allocation Finance Investment Strategies Equities Financial Planning Financial Services Retirement Planning Strategic Financial Planning Financial Modeling Financial Analysis Wealth Management Mutual Funds Trading Wealth Research Wealth Preservation Wealth Transfer Analytics Annuities Series 63 Insurance Investment Advisory Asset Management Risk Management Hedge Funds Estate Planning Private Equity Economics Fundraising Business Strategy Banking Private Wealth Management Financial Advisory Securities Investment Management Retirement

Joseph E. Christ, Cfp® Mba Education Details

Frequently Asked Questions about Joseph E. Christ, Cfp® Mba

What company does Joseph E. Christ, Cfp® Mba work for?

Joseph E. Christ, Cfp® Mba works for Baird

What is Joseph E. Christ, Cfp® Mba's role at the current company?

Joseph E. Christ, Cfp® Mba's current role is Senior Vice President.

What is Joseph E. Christ, Cfp® Mba's email address?

Joseph E. Christ, Cfp® Mba's email address is jc****@****ird.com

What is Joseph E. Christ, Cfp® Mba's direct phone number?

Joseph E. Christ, Cfp® Mba's direct phone number is +148092*****

What schools did Joseph E. Christ, Cfp® Mba attend?

Joseph E. Christ, Cfp® Mba attended Arizona State University, W. P. Carey School Of Business, Breda University Of Applied Sciences, Northern Arizona University, Florida International University.

What are some of Joseph E. Christ, Cfp® Mba's interests?

Joseph E. Christ, Cfp® Mba has interest in Writing, Fly Fishing, Children, Snowboarding, Reading, Surfing, Poverty Alleviation, Hiking, Biking, Running.

What skills is Joseph E. Christ, Cfp® Mba known for?

Joseph E. Christ, Cfp® Mba has skills like Investments, Portfolio Management, Alternative Investments, Series 7, Asset Allocation, Finance, Investment Strategies, Equities, Financial Planning, Financial Services, Retirement Planning, Strategic Financial Planning.

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