Christopher Loutsis

Christopher Loutsis


Seattle, Washington, United States

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Work Experience

Merit Financial Advisors

Wealth Manager / Regional Portfolio Manager

Present

INVEX Financial

Wealth Manager / Portfolio Manager

2018-01-01 - 2023-04-01

Lawrence Investment Group Of Wells Fargo Advisors

Financial Consultant

2014-08-01 - 2018-01-01

Wells Fargo Advisors

Operations Liaison

2013-05-01 - 2014-08-01

Wells Fargo

Brokerage Associate / Personal Banker 2

2006-01-01 - 2013-01-01

KeyBank

Treasury Mgt Associate

2003-01-01 - 2004-01-01

RealNetworks

Analyst

2002-01-01 - 2003-01-01

Columbia Hospitality

Financial Analyst Intern

2001-01-01 - 2001-01-01

Yakima Valley Memorial Hospital

Budget Analyst Intern

1999-01-01 - 1999-01-01

Skills

wealth management retirement planning risk mitigation investment management divorcees estate planning financial planning mergers acquisitions independent advisors widowhood succession planning hybrid ria financial advisor independent financial advisor growth strategy technology fintech wealthtech portfolio strategy women leaders

Languages

English