Charlie Head Email & Phone Number
Central Relationship Manager @ Fidelity Investments
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Charlie Head Location
- Spring Lake, NJ, US
Charlie Head Work
- 2021 -now Central Relationship Manager @
- 2020 -2021 High Net Worth Associate @
- 2004 -2020 Senior Relationship Manager - Retired @
- 1999 -2004 Senior Relationship Manager @
Charlie Head Education
- College for Financial Planning
CFP Designation (Wealth Management and Financial Planning)
- University of Pennsylvania
CEBS Designation (Passed all ten exams to earn the CEBS designation.)
- St. Bonaventure University
Bachelor of Business Administration - BBA (Business Administration and Management, General)
Charlie Head Summary
- Charlie Head, based in Spring Lake, NJ, US, is currently a Central Relationship Manager at Fidelity Investments. Charlie Head brings experience from previous roles at Vanguard and TIAA. Charlie Head holds a CFP Designation in Wealth Management and Financial Planning @ College for Financial Planning. Charlie Head has 2 emails and 2 mobile phone numbers on RocketReach.
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