Charles Guy Email & Phone Number
Senior Financial Advisor - Private Client Group @ Empower Retirement
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Charles Guy Location
- Denver, CO, US
Charles Guy Work
- 2023 -now Senior Financial Advisor - Private Client Group @
- 2018 -now Vice President - Financial Advisor @ Personal Capital
- 2017 -2017 Investment Consultant @
- 2014 -2017 Financial Service Professional - Active Trader Services @
- 2010 -2012 Director- Regional Specialist @
- 2009 -2010 Vice President @
- 2004 -2009 District Vice President @
- 2003 -2004 Vice President and Area and Branch Manager @
- 2002 -2003 VP - Branch Manager @ Mercantile Bank
- 1995 -2001 Vice President @
Charles Guy Education
- University of Denver - Daniels College of Business
Master of Business Administration (MBA) (Executive MBA Program - Cohort 61)
2013-2014 - University of North Florida - College of Business Administration
Bachelor of Business Administration (BBA) (Finance/ Economics - Minor in International Business)
1990-1992 - Florida Community College
A
Charles Guy Skills
- Series 7
- Wealth Management
- Series 63
- Private Banking
- Mortgage Lending
- Credit
- Portfolio Management
- Asset Managment
- Client Retention
- High-Impact Sales Presentations
- New Business Development
- Commercial Lending
- Banking
- Investments
- Credit Analysis
- Strategic Financial Planning
- High Net Worth Individuals
- Wealth Management Services
- Cash Management
- Mortgage Banking
- Business Analysis
- Business Process Improvement
- Team Leadership
- Virtual Teams
- Product Marketing
- Project Management
- Sales Management
- Team Management
- Financial Analysis
- P&L Responsibility
- Cross-functional Team Leadership
- Strategic Vision
- Unsecured Loans
- Aircraft Finance
- Capital Markets
- Leadership
- Financial Advisory
- Business Development
- Loan Origination
- Mutual Funds
- Relationship Management
- Securities
- Asset Allocation
- Investment Advisory
- Retirement Planning
- Commercial Banking
- Alternative Investments
- Equities
- Asset Management
- High Impact Sales Presentations
- Sales
- Derivatives
- Strategy
- Financial Services
- Microsoft Excel
- Cross Functional Team Leadership
- Management
Charles Guy Summary
- Charles Guy, based in Denver, CO, US, is currently a Senior Financial Advisor - Private Client Group at Empower. Charles Guy brings experience from previous roles at Personal Capital, Charles Schwab and UBS Wealth Management. Charles Guy holds a 2013 - 2014 Master of Business Administration (MBA) in Executive MBA Program - Cohort 61 @ University of Denver - Daniels College of Business. With a robust skill set that includes Series 7, Wealth Management, Series 63, Private Banking, Mortgage Lending and more. Charles Guy has 4 emails and 7 mobile phone numbers on RocketReach.
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