Chris Henry

Portfolio Technical Specialist at Buttonwood Financial Group, LLC

Chris Henry is a Portfolio Technical Specialist at Buttonwood Financial Group, LLC, since April 2015, responsible for managing trading and portfolio rebalances, bond trade allocations via Schwab, and client tax payments. Prior experience includes serving as a Sr. Relationship Specialist at Schwab Performance Technologies, focusing on portfolio management software and client data accuracy, and as a Portfolio Service Manager at Etelligent Consulting, where responsibilities included managing portfolio management systems and client communications. Chris began a career at FedEx Express as a Courier and DOT Handler, enhancing customer relationships, and had a brief tenure as a waiter at P.F. Chang's Restaurant. Chris holds a BBA in Finance from Texas Christian University.

Links


Org chart