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Christian Coratti

Associate Director, Senior Client Service Specialist at O'Shaughnessy Asset Management

Christian Coratti has a solid work experience in the financial services industry. Christian started their career as a Wealth Advisor Intern at Marshall & Sterling in 2016, where they gained experience in monitoring client portfolios, preparing deliverables for meetings, and assisting clients with account management.

In 2018, they joined Bessemer Trust as an Assistant Vice President, Associate Client Advisor. In this role, they were responsible for monitoring portfolios, executing trades, managing the client onboarding process, and assisting with trust administration.

In 2021, Christian moved on to Vise, where they first served as a Client Service Specialist and later as a Senior Client Service Specialist. Christian provided exceptional client service, managing client relationships, and ensuring their needs were met.

Currently, they hold the position of Associate Director, Senior Client Service Specialist at O'Shaughnessy Asset Management, starting in 2023.

Christian Coratti completed a Master of Science degree in International Business from the University of Florida - Warrington College of Business in the years 2017 to 2018. Prior to this, they obtained a Bachelor's Degree in Risk Management with a Real Estate Option from Penn State University, graduating in the years 2013 to 2016.

Links

Timeline

  • Associate Director, Senior Client Service Specialist

    May, 2023 - present

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