Charles Freeman Email & Phone Number
President @ AdaptFirst Investments
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Charles Freeman Location
- Greensboro, NC, US
Charles Freeman Work
- 2017 - now President @
- 2011 - 2017 Portfolio Manager @
- 2004 - 2011 Financial Consultant @
- 1999 - 2004 President @ Freeman Investment Group
- 1998 - 2000 Proprietary Trader @ Datek/Tradescape/Sonic
Charles Freeman Education
- University of North Carolina at Chapel Hill
Bachelor of Business Administration - BBA (Marketing)
1992 - 1996 - UNC Kenan-Flagler Business School
BSBA (Marketing, Finance)
1992 - 1996
Charles Freeman Skills
- Investment Analysis
- Equity Valuation
- Equity Research
- Fixed Income Analysis
- Foreign Currency
- Commodity Markets
- Portfolio Management
- Asset Allocation
- Wealth Management
- 401k
- Alternative Investments
- Strategic Financial Planning
- Estate Planning
- Retirement Planning
- Protection Planning
- Investments
- Finance
- Blogging
- English
- Writing
- Financial Analysis
- Investment Management
- Wealth Management Services
- Financial Advisory
- Investment Strategies
- Microsoft Office
- Bloomberg Terminal
- Critical Thinking
- Creative Problem Solving
- Collaborative Problem Solving
- Creative Strategy
- Microsoft Word
- Microsoft Excel
- Technical Writing
- Research
- Analytical Skills
- Investment Advisory
- Financial Services
- Financial Markets
- Derivatives
- Strategy
Charles Freeman Summary
- Charles Freeman, based in Greensboro, NC, US, is currently a President at AdaptFirst Investments. Charles Freeman brings experience from previous roles at Holderness Investments Company, AXA Advisors, Freeman Investment Group and Datek/Tradescape/Sonic. Charles Freeman holds a 1992 - 1996 Bachelor of Business Administration - BBA in Marketing @ University of North Carolina at Chapel Hill. With a robust skill set that includes Investment Analysis, Equity Valuation, Equity Research, Fixed Income Analysis, Foreign Currency and more. Charles Freeman has 2 emails and 1 mobile phone numbers on RocketReach.
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