Chris Shram
Fähigkeiten und Kenntnisse
Werdegang
Berufserfahrung von Chris Shram
- Current 1 year and 3 months, since Mar 2025
Consultant
Apex FDN
Consulting for Apex FDN, connecting high-potential project holders with venture capital opportunities and guiding innovative initiatives from concept to investment readiness
- Current 5 years and 1 month, since May 2021
Senior Wealth Manager
Apex Wealth Management
- 2 years and 4 months, Feb 2019 - May 2021
Independent Financial Advisor
Aspire Wealth
Providing strategic financial guidance, portfolio management and investment solutions to help clients achieve their long-term goals.
- 3 years, Mar 2016 - Feb 2019
Wealth Manager
TrinityBridge
Managed client portfolios independently, providing tailored investment strategies and risk management guidance. Led small teams to deliver high-quality client service and financial insights.
- 2 years and 7 months, Sep 2013 - Mar 2016
Associate Wealth Manager
Barclays Wealth Management
Strengthened client relationships through consistent communication and performance reporting. Assisted in developing personalized financial plans for clients across diverse portfolios.
- 3 years and 1 month, Sep 2010 - Sep 2013
Financial Analyst
Moore Kingston Smith
Conducted detailed financial analyses and market research to support investment decisions. Built foundational skills in portfolio evaluation, reporting, and client communication.
Ausbildung von Chris Shram
- 1945 - 1946
Corporate Finance
Hull Univeristy Business School
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