Charles Cepa Email & Phone Number
Director of Advice and Planning @ Advanced Business Partners LLC
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Charles Cepa Location
- Detroit, MI, US
Charles Cepa Work
- Director of Advice and Planning @ (January 2022 - Present)
- Director Of Business Strategy @ (November 2015 - June 2022)
- Financial Representative @ Northwestern Mutual Financial Network (January 2008 - November 2015)
Charles Cepa Education
- Kalamazoo College
B.A (Major in Economics and Political Science)
2003-2007 - Kalamazoo College
(Economics and Political Science)
Charles Cepa Skills
- Team Building
- Strategic Planning
- Strategic Financial Planning
- Securities
- Sales
- Risk Management
- Retirement Planning
- Retirement
- Recruiting
- Public Speaking
- Project Management
- Microsoft Office
- Portfolio Management
- Microsoft Excel
- Management
- Life Insurance
- Leadership
- Investments
- IRAs
- Financial Analysis
- Finance
- Customer Service
- Employee Benefits
- Estate Planning
- Social Media
- Marketing
Charles Cepa Summary
- Charles Cepa, based in Detroit, MI, US, is currently a Director of Advice and Planning at H&A Advanced Business Partners. Charles Cepa brings experience from previous roles at Holvick & Associates and Northwestern Mutual Financial Network. Charles Cepa holds a 2003 - 2007 B.A in Major in Economics and Political Science @ Kalamazoo College. With a robust skill set that includes Team Building, Strategic Planning, Strategic Financial Planning, Securities, Sales and more. Charles Cepa has 1 emails and 3 mobile phone numbers on RocketReach.
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