Charles Block Email & Phone Number
Senior Financial Planner
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Charles Block Location
- New York, NY, US
Charles Block Work
- 2025 -now Senior Financial Planner @ Hudson Peak Wealth Advisors
- 2024 -2025 Certified Financial Planner® @
- 2022 -2025 Financial Planner @
- 2022 -2024 Personal Financial Counselor @
- 2022 -2022 Director of Financial Planning @
- 2019 -2022 Vice President Financial Planning @
- 2019 -2019 Financial Planning Counselor @
- 2018 -2019 Life Planning Counselor @
- 2016 -2018 Investment Counselor @
- now Managing Director | Alternative Investments | Investment Advisory and Management @ Union Square Energy Advisors
Charles Block Education
- Milano the New School of International Affairs, Management, and Urban Policy
MS (Urban Policy Analysis and Management)
- The Boston Institute of Finance
(Certified Financial Planning)
- Fordham University - Graduate School of Business Administration
MBA (Finance)
- Hobart and William Smith Colleges
- Certifications
Charles Block Skills
- Planning Advice
- Client Relations
- Certified Financial Planner
- Customer Experience
- Presentation Skills
- Financial Analysis
- Customer Service
- Financial Planning
- Wealth Management
- Retirement Planning
- Investment Management
- Investments
- Portfolio Management
- Strategy
- Trading
- Asset Management
- Finance
- Alternative Investments
- Strategic Planning
- Securities
- Equities
- Financial Advisory
- Business Strategy
- Capital Markets
- Hedge Funds
- Private Equity
- Financial Modeling
- Valuation
- Mutual Funds
- Asset Allocation
- Investment Strategies
- Risk Management
- Corporate Finance
- Financial Markets
- Due Diligence
- Business Development
- Cross-functional Team Leadership
- Management
- Public Speaking
- Leadership
- Strategic Partnerships
- chartered market technician
- Certified senior advisor
- Wealth Management Services
- Client Assessment
- Senior Population Counseling
- Money Guide Pro
- Asset Al
- Increased Energy
- Productivity Improvement
Charles Block Summary
- Charles Block, based in New York, NY, US, is currently a Senior Financial Planner at Hudson Peak Wealth Advisors. Charles Block brings experience from previous roles at Brightside, Koa Wealth Management®, Zeiders Enterprises, Inc. and JSA Sustainable Wealth Management. Charles Block holds a MS in Urban Policy Analysis and Management @ Milano the New School of International Affairs, Management, and Urban Policy. With a robust skill set that includes Planning Advice, Client Relations, Certified Financial Planner, Customer Experience, Presentation Skills and more. Charles Block has 1 emails on RocketReach.
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