Charles Merwin Email & Phone Number
Managment Consultant @ Greencastle Consulting
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Charles Merwin Location
- Philadelphia, PA, US
Charles Merwin Work
- 2023 -now Managment Consultant @
- 2019 -2021 Managing Director - Branch Manager @
- 2015 -2019 Managing Director - Market Manager @
- 2005 -2015 Senior Vice President - Branch Manager @
- 1996 -2005 Sales Manager and Financial Advisor @ Prudential Securities (later Wachovia Securities)
- 1991 -1995 Officer @
Charles Merwin Education
- Ripon College
Bachelor of Arts - BA (HISTORY)
- York St. John University
Study Abroad
- Valley High School
Albuquerque, NM
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 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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