Chris Bergthold
Financial Advisor | Relationship Manager at CAPTRUST
- Role
- Financial Advisor Relationship Manager at CAPTRUST
- Location
- Denver, CO, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Chris Bergthold
Chris joined CAPTRUST in 2020 as a consultant, relationship manager based out of Denver…
Experience
Financial Advisor Relationship Manager
Dec 2020 — Present · Denver, CO, US
Education
W. P. Carey School of Business – Arizona State University
Bachelor of Arts (B.A.)
2010 — 2014
Skills
- Management
- Microsoft Excel
- Powerpoint
- Asset Allocation
- Equities
- Economics
- Wealth Management
- Strategic Financial Planning
- Wealth Management Services
- Financial Modeling
- Alternative Investments
- Investments
- Asset Management
- Strategic Planning
- Financial Analysis
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