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Christopher J. Shelton

Financial Analyst

525 followers

Portland, Maine Metropolitan Area

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Timeline
About me
Associate Vice President - Investments, Financial Advisor at Wells Fargo Advisors
Education
- University of Maine
  2005 - 2010
  Bachelor of Business Administration - BBA Finance
  Activities and Societies: SPIFFY (Student Portfolio Investment Fund)
- Mount Desert Island High School
  2000 - 2004
  General
Experience
- Bellview Associates, LLC
  Aug 2011 - Nov 2012
  Financial Analyst
  Bellview Associates is a financial advisory firm providing superior independent corporate finance advice to its clients. The Firm has particular expertise in advising companies regarding ESOPs, and analyzing and designing ESOP transactions for clients. Chris performed analytical duties such as constructing models and evaluating company specific data to construct tailored solutions for clients.
- Morgan Stanley
  Dec 2012 - Apr 2019
  Financial Advisor
- First National Wealth Management
  Apr 2019 - May 2022
  AVP, Portfolio Manager
- Wells Fargo Advisors
  May 2022 - now
  Associate Vice President - Investments, Financial Advisor
Licenses & Certifications
- Health, Life and Accident Insurance
  Jan 2013
- Series 63
  Financial Industry Regulatory Authority (FINRA)
  Jan 2013
- Series 65
  Financial Industry Regulatory Authority (FINRA)
  Jan 2013
- Series 7
  Financial Industry Regulatory Authority (FINRA)
  Jan 2013

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