Christopher Morello
President @myCIO Wealth Partners
Philadelphia, PA, US
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MOBILE NUMBERS
+91 *********19
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WORK HISTORY
Jan 2015 — Present
President @myCIO Wealth Partners
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EDUCATION
2011 — 2011
Temple University
Certificate in Financial Planning, Financial Planning and Services
1999 — 2003
Swarthmore College
BA, Political Science
1996 — 1999
West Islip Senior High School
NY State Regents
SKILLS
Income TaxInsurance PlanningTax PreparationFinancial AnalysisInvestment StrategiesRetirement PlanningCharitable Giving StrategiesPersonal FinanceMutual FundsResearchCertified Financial PlannerRisk ManagementFinancial PlanningInvestment AdvisoryNonprofitsEducational SeminarsExcelExecutive CompensationEstate PlanningSeminar PresentationsManagementPublic SpeakingHedge FundsRestricted StockFinanceWealth ManagementRetirement Income StrategiesEstate Tax PlanningWordLife InsuranceWealth Preservation StrategiesDue DiligenceDisability InsuranceAlternative InvestmentsStrategic Financial PlanningWealth Transfer PlanningMicrosoft ExcelNonprofit ConsultingWealthEmployee Benefits
ABOUT CHRISTOPHER MORELLO
Partner at myCIO Wealth Partners, LLC
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