Charles Mansfield Email & Phone Number
Certified Business and Executive Coach
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Charles Mansfield Location
- Lancaster, SC, US
Charles Mansfield Work
- Certified Business and Executive Coach @ WisdomPoint360, LLC | a Focal Point Coaching Practice (March 2026 - Present)
- Senior Director, Client Portfolio Manager @ (June 2018 - Present)
- Adjunct Professor @ (August 2012 - Present)
- Chief Investment Officer @ (June 2016 - April 2018)
- Senior Investment Consultant @ (April 2015 - June 2016)
- Investment Advisory Practice Leader @ (June 2010 - March 2015)
- Managing Partner @ AMDG PARTNERS (August 2006 - June 2010)
- Adjunct Finance Professor @ (August 2005 - May 2009)
- Director of Research @ OPEN.FINANCE.NETWORK (OFN) (August 2004 - August 2006)
- Vice President @ (February 1996 - September 2004)
- Branch Manager, Assistant Treasurer @ NatWest Bank (March 1995 - February 1996)
- Associate (Manager, Whole Loan Analysis Group) @ PAINEWEBBER GROUP, Inc (March 1992 - December 1994)
- Legal Expense Representative @ EQUITABLE LIFE ASSURANCE SOCIETY (September 1990 - February 1992)
Charles Mansfield Education
- WAKE FOREST SCHOOLS OF BUSINESS
Master of Business Administration (MBA) (Business Administration and Management, General)
2009-2011 - Massachusetts Institute of Technology - Sloan School of Management
Bachelor of Science (B.S.) (XV - Management Science)
1986-1990
Charles Mansfield Skills
- Portfolio Management
- Investments
- Asset Managment
- Fixed Income
- Leadership
- Investment Strategies
- Portfolio Optimization
- Asset Allocation
- Investment Theory
- Due Diligence
- Investment Selection
- Defined Contribution
- Equities
- Hedge Funds
- Mutual Funds
- Risk Management
- Investment Management
- Banking
- Financial Advisory
- Program Management
- Investment Valuation
- Asset Management
- Finance
- Financial Markets
- Management
- Strategy
- Teaching
- Trading
Charles Mansfield Summary
- Charles Mansfield, based in Lancaster, SC, US, is currently a Certified Business and Executive Coach at WisdomPoint360, LLC | a Focal Point Coaching Practice. Charles Mansfield brings experience from previous roles at MissionSquare Retirement (formerly ICMA-RC), Wake Forest University, Compass Financial Partners and Mercer - Investments. Charles Mansfield holds a 2009 - 2011 Master of Business Administration (MBA) in Business Administration and Management, General @ WAKE FOREST SCHOOLS OF BUSINESS. With a robust skill set that includes Portfolio Management, Investments, Asset Managment, Fixed Income, Leadership and more. Charles Mansfield has 2 emails and 3 mobile phone numbers on RocketReach.
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