Christina Cfp

Christina Cfp

SVP, Senior Wealth Advisor
Chicago, Illinois, United States

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Work Experience

SAGE Private Wealth Group

SVP, Senior Wealth Advisor

2023-12-01 - Present

Calamos Wealth Management

VP, Senior Wealth Advisor

2022-02-01 - 2023-11-01

Calamos Investments

Client Services Representative

2005-06-01 - 2006-05-01

Skills

wealth management retirement planning business legacy transition planning cash mgmt managing liquidity events pension mgmt estate tax planning concentrated stock options strategies investment banking charitable strategies foundation creation mgmt

Languages

English