Kris Squires
Pwm Banking Deposits Associate at First Republic
Based in San Francisco, United States
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Seniority
Other
Department
Other
Location
San Francisco
Industry
Financial Services
Company size
1.5K
Contact information
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k•••••••@firstrepublic.com
Phone
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Background
About Kris Squires
Active NASD Series 7 and 63 stockbroker licenses and State of California Life Agent • Passed Series 65,24,55 and 3 licensing exams that are currently inactive • Traded personal account for 10+ years with complete understanding of options, currencies, and equity markets • Basic Python, R, Excel VBA, Tableau, Git and Github experience • Salesforce, Snowflake, MySQL, PostgreSQL, Excel, Alteryx, Advent APX, NetX 360, SEI Trust Thompson Reuters and Bloomberg experience • Completed the Investment Foundations Certificate from the CFA Institute March 2024 • Currently studying for the Level I Chartered Financial Analyst (CFA) Exam
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