If you need more lookups,
subscriptions start at $34 USD/month.
Charles Petrie Location
Chapel Hill, NC, US
Charles Petrie Work
2026 -now Managing Director @
2019 -now General Partner @ Dynamic Investment Opportunities
2010 -now Managing Director @ Petrie Consulting
2005 -2010 Vice President @ Sentinel Investments
1997 -2005 Regional Vice President @
1989 -1997 Nuclear Reactors @
Charles Petrie Education
Emmanuel College
Bachelor’s Degree (Bachelor’s Degree, Business Administration and Management, General)
1997-2000
Naval Nuclear Power School
weymouth north high school
Charles Petrie Skills
Business Coaching
Mutual Funds
Asset Protection
Alternative Investments
Investment Strategies
Investment Management
Asset Management
Equities
Financial Services
Financial Advisory
Hedge Funds
Financial Planners
Investments
Portfolio Management
Fixed Income
Asset Allocation
Finance
Marketing
Insurance
Financial Planning
Business Development
Wealth Management
Retirement
Securities
Series 6
Strategic Financial Planning
Sales Management
Sales
Series 65
Retirement Planning
Investment Advisory
Strategic Planning
Asset Managment
Series 7
401k
Management
Risk Management
401(k) Retirement Savings Plans
FINRA
Financial Analysis
401k Retirement Savings Plans
New Business Development
Strategy
401 Retirement Savings Plans
Charles Petrie Summary
Charles Petrie, based in Chapel Hill, NC, US, is currently a Managing Director at KPC Private Funds. Charles Petrie brings experience from previous roles at Dynamic Investment Opportunities, Petrie Consulting, Sentinel Investments and MFS. Charles Petrie holds a 1997 - 2000 Bachelor’s Degree in Bachelor’s Degree, Business Administration and Management, General @ Emmanuel College. With a robust skill set that includes Business Coaching, Mutual Funds, Asset Protection, Alternative Investments, Investment Strategies and more. Charles Petrie has 2 emails and 1 mobile phone numbers on RocketReach.
Looking for a different Charles Petrie?
Find contact details for 700 million professionals.