Charles Birbara Email & Phone Number
First Vice President Wealth Management @ San Blas Securities
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Charles Birbara Location
- West Hartford, CT, US
Charles Birbara Work
- First Vice President Wealth Management @ (January 2023 - Present)
- Senior Vice President @ (November 2019 - January 2023)
- Senior Vice President @ IFS Securities (November 2017 - November 2019)
- Vice President Financial Advisor @ (January 1994 - November 2017)
Charles Birbara Education
- The University of Connecticut 1988-2003
- Suffield academy 1983-1987
Charles Birbara Skills
- Retirement Planning
- Portfolio Management
- College Funding Strategies
- Securities Lending
- Wealth Management
- Investments
- Management
- Finance
Charles Birbara Summary
- Charles Birbara, based in West Hartford, CT, US, is currently a First Vice President Wealth Management at San Blas Securities. Charles Birbara brings experience from previous roles at Cabot Lodge Securities, IFS Securities and Merrill Lynch. Charles Birbara holds a 1988 - 2003 The University of Connecticut. With a robust skill set that includes Retirement Planning, Portfolio Management, College Funding Strategies, Securities Lending, Wealth Management and more. Charles Birbara has 3 mobile phone numbers on RocketReach.
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