Charles Merwin Email & Phone Number
Senior Managment Consultant @ Greencastle Consulting
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Charles Merwin Location
- Philadelphia, PA, US
Charles Merwin Work
- Senior Managment Consultant @ (May 2023 - Present)
- Managing Director - Branch Manager @ (September 2019 - May 2021)
- Managing Director - Market Manager @ (January 2015 - September 2019)
- Senior Vice President - Branch Manager @ (July 2005 - January 2015)
- Sales Manager and Financial Advisor @ Prudential Securities (later Wachovia Securities) (March 1996 - July 2005)
- Officer @ (October 1991 - October 1995)
Charles Merwin Education
- Ripon College
Bachelor of Arts - BA (History)
- Valley High School
Albuquerque
- York St. John University
Study Abroad
Charles Merwin Skills
- Investments
- Management
- Finance
- Mutual Funds
- Securities
- Equities
- Asset Allocation
- Retirement Planning
- Wealth Management
- Series 7
Charles Merwin Summary
- Charles Merwin, based in Philadelphia, PA, US, is currently a Senior Managment Consultant at Greencastle Consulting. Charles Merwin brings experience from previous roles at Wells Fargo Advisors and Prudential Securities (later Wachovia Securities). Charles Merwin holds a Bachelor of Arts - BA in History @ Ripon College. With a robust skill set that includes Investments, Management, Finance, Mutual Funds, Securities and more. Charles Merwin has 1 emails and 1 mobile phone numbers on RocketReach.
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