Charles Lesser Email & Phone Number
Vice President @ Performance Wealth
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Charles Lesser Location
- Chicago, IL, US
Charles Lesser Work
- 2026 -now Vice President @
- 2021 -2026 Wealth Manager @
- 2020 -2020 Senior Planner @ Balasa Dinverno Foltz LLC
- 2019 -2020 Planner @ Balasa Dinverno Foltz LLC
- 2019 -2019 Financial Planning Associate @
- 2017 -2018 Director of Strategic Initiatives @ Illinois State University Means Center
- 2017 -2017 Office Manager @ Illinois State University Means Center
- 2017 -2017 Project Management Intern @
- 2016 -2017 Account Executive Intern @
- 2014 -2014 Teaching Assistant (International Politics) @
Charles Lesser Education
- Illinois State University
Master of Business Administration (M.B.A.) (Finance and Financial Management Services)
- Illinois State University
Bachelor’s Degree (Management: Entrepreneurship/Entrepreneurial Studies)
- Central Catholic High School, Bloomington IL
High School Diploma
Charles Lesser Skills
- Financial Planning
- Investment Management
- Microsoft Office
- Customer Service
- Microsoft Excel
- Management
- Microsoft Word
- PowerPoint
- Public Speaking
- Research
- Project Management
- Leadership
- Team Leadership
- Time Management
- Social Media
- Teamwork
- Event Planning
- Microsoft PowerPoint
Charles Lesser Summary
- Charles Lesser, based in Chicago, IL, US, is currently a Vice President at Performance Wealth. Charles Lesser brings experience from previous roles at Performance Wealth, Balasa Dinverno Foltz LLC and EFG Advisors. Charles Lesser holds a Master of Business Administration (M.B.A.) in Finance and Financial Management Services @ Illinois State University. With a robust skill set that includes Financial Planning, Investment Management, Microsoft Office, Customer Service, Microsoft Excel and more. Charles Lesser has 2 emails and 1 mobile phone numbers on RocketReach.
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Charles Lesser
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Top Performance Wealth Employees
Thomas Salvino
Chief Executive Officer
Chicago, IL, US
Ryan Gough
Chief Operations Officer
Chicago, IL, US
Charles Lesser
Vice President
Chicago, IL, US
Grace Salvino
Wealth Manager
Chicago, IL, US
Wojciech Crpc
Wealth Manager
Chicago, IL, US
Michael O'Brien
Portfolio Administrator
Palos Heights, IL, US
Sara Salvino
Research and Economic Analyst
Chicago, IL, US
Ann O'Brien
Associate Client Service
Hinsdale, IL, US
Ivana Vukanic
Wealth Advisor
Chicago, IL, US
Rachael Scheferman
Incoming Wealth Management Intern
Milwaukee, WI, US
Anes Kadiric
Wealth Manager
Chicago, IL, US
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