Chris Bean
- Role
- Chief Executive Officer at Private Advisory
- Location
- Redmond, WA, US
- LinkedIn followers
- 500 followers
General Business & ManagementView LinkedIn profile
About Chris Bean
In addition to providing personalized investments, my team and I specialize in helping…
Experience
Chief Executive Officer
Jul 2014 — Present
As a boutique wealth management firm that integrates investment consulting, healthcare planning, tax management, and estate planning for select high-net-worth individuals and families, Private Advisory Group sweats the small stuff to make life more comfortable.
Skills
- Marketing Strategy
- Investments
- Estate Planning
- Management
- Business Strategy
- Mergers & Acquisitions
- Strategic Financial Planning
- Tax
- Wealth Management
- Financial Analysis
- Portfolio Management
- Due Diligence
- Private Equity
- Finance
- Negotiation
- Financial Advisory
- Budgets
- Start-Ups
- Retirement
- Strategic Planning
- Operations Management
- High Net Worth Individuals
- Cpa
- Financial Modeling
- Strategy
- Program Management
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