Chris Bergthold

Chris Bergthold

Financial Advisor | Relationship Manager at CAPTRUST
Denver, Colorado, United States

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Work Experience

CAPTRUST

Financial Advisor | Relationship Manager

2020-12-01 - Present

MRA Associates

Client Advisor

2020-01-01 - 2020-12-01

Skills

retirement plan advisory services investment advisory nonqualified advisory services discretionary investment management financial estate planning provider search selection fee benchmarking participant education advice fiduciary process management

Languages

English