Charles McCall Email & Phone Number
Vice President Financial Consultant @ Fidelity Investments
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Charles McCall Location
- Irvine, CA, US
Charles McCall Work
- Vice President Financial Consultant @ (January 2023 - Present)
- Financial Consultant @ (October 2021 - March 2023)
- Financial Consultant @ (July 2020 - October 2021)
- Wealth Manager @ (July 2019 - July 2020)
- Senior Financial Consultant @ (January 2016 - June 2019)
- Investment Consultant @ (July 2014 - January 2016)
- Client Service Specialist @ (March 2013 - June 2014)
- Intern @ (May 2011 - August 2011)
Charles McCall Education
- California Lutheran University
Master of Business Administration - MBA Candidate (Asset Management and Financial Planning)
2020 - College of the Holy Cross
Bachelor of Arts (B.A.) (Sociology)
2008-2012
Charles McCall Skills
- Microsoft Office
- Event Planning
- Marketing Strategy
- Finance
- Licensed Life and Health Insurance Agent
- Life Insurance
- General Insurance
- Microsoft Word
- PowerPoint
- Project Management
- Microsoft Excel
- Customer Service
- Insurance
- Retirement Planning
- Research
- Disability Insurance
- Social Media
- Business Analysis
- Financial Reporting
- Sales
- Strategic Financial Planning
- Financial Advisory
- Marketing
- Series 7
- Investments
- Teamwork
- Leadership
- Insurance Marketing
- Public Speaking
- Health Insurance
- Investment Management
- FINRA
Charles McCall Summary
- Charles McCall, based in Irvine, CA, US, is currently a Vice President Financial Consultant at Fidelity Investments. Charles McCall brings experience from previous roles at Fidelity Investments, Kinetic Financial and TD Ameritrade. Charles McCall holds a Master of Business Administration - MBA Candidate in Asset Management and Financial Planning @ California Lutheran University. With a robust skill set that includes Microsoft Office, Event Planning, Marketing Strategy, Finance, Licensed Life and Health Insurance Agent and more. Charles McCall has 1 emails and 2 mobile phone numbers on RocketReach.
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