Financial Advisor, Senior Associate @ (May 2022 - August 2023)
Agent and Registered Rep. with New York Life @ (November 2019 - May 2022)
Financial Professional @ (September 2018 - November 2019)
Financial Representative @ (March 2018 - August 2018)
Charles Johnston Education
Ursinus College
Bachelor's degree (Chemistry)
2015-2019
Charles Johnston Skills
Analytical Skills
Business Ethics
Independence
Leadership
Life, Accident, and Health Insurance Certified in PA
Microsoft Excel
Microsoft Office
Outside Sales
Persistence
Qualifying Prospects
Security Industry Essentials Exam Passed
Charles Johnston Summary
Charles Johnston, based in Ardmore, PA, US, is currently a Associate Financial Advisor at Wescott Financial Advisory Group, LLC. Charles Johnston brings experience from previous roles at Vanguard, New York Life Insurance Company, uFinancial Group and Northwestern Mutual. Charles Johnston holds a 2015 - 2019 Bachelor's degree in Chemistry @ Ursinus College. With a robust skill set that includes Analytical Skills, Business Ethics, Independence, Leadership, Life, Accident, and Health Insurance Certified in PA and more. Charles Johnston has 2 emails and 2 mobile phone numbers on RocketReach.
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