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    Christopher Stevens, CFP

    Atlanta, Georgia

    Vice President, Portfolio Manager

    Bank of America Private Bank

    Specialties

    check markAccounting

    check markAuditing & Compliance

    check markBanking, Loans & Insurance

    check markCorporate Finance

    check markInvestments

    check markRisk & Quantitative Analysis

    check markTax

    Where I've Worked
    B

    Jan 2009 – Present

    Vice President, Portfolio Manager

    Bank of America Private Bank
    P

    Apr 2005 – Jan 2009

    Retirement Plan Coordinator

    PCA Retirement & Benefits, Inc.
    P

    Apr 2005 – Jan 2009

    Retirement Plan Coordinator

    PCA Retirement and Benefits, Inc
    R

    Aug 1998 – Aug 2003

    Relationship Management

    Regions Morgan Keegan
    M

    Aug 1998 – Aug 2003

    Financial Advisor

    Morgan Keegan
    Where I've Studied

    BA, Finance

    Georgia State University

    2010

    Certificate, Financial Planning

    Oglethorpe University

    Ask Me About

    People I've Reported To

    People I've Worked With

    People Who've Reported to Me

    Ask Me for a Referral

    Bank of America Private Bank

    In the Media

    Social Media