Charles Pollack Email & Phone Number
Wealth Management Advisor, Vice President @ Merrill Lynch
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Charles Pollack Location
- White Plains, NY, US
Charles Pollack Work
- 2008 - now Wealth Management Advisor, Vice President @
- 1992 - 2008 Vice President-Investments @ UBS Financial Services, Inc.
- 1988 - 1992 Account Vice President @
Charles Pollack Education
- University of Chicago
Attended no Degree Conferred
1982 - 1984 - Ardsley High School
High School Diploma/GED
1978 - 1982
Charles Pollack Skills
- Client Relationship Building
- Brokerage Services
- Wealth Strategy for Families who own a Business
- Advice and Guidance
- Asset Transition
- Retirement Planning and Forecasting
- Goals Based investment strategies
- Goals Based Asset Management
- Investment Personality Assessment
- Wealth Management
- Customer Service
- Leadership
- Management
- Strategy
Charles Pollack Summary
- Charles Pollack, based in White Plains, NY, US, is currently a Wealth Management Advisor, Vice President at Merrill Lynch Wealth Management. Charles Pollack brings experience from previous roles at UBS Financial Services, Inc. and Morgan Stanley. Charles Pollack holds a 1982 - 1984 Attended no Degree Conferred @ University of Chicago. With a robust skill set that includes Client Relationship Building, Brokerage Services, Wealth Strategy for Families who own a Business, Advice and Guidance, Asset Transition and more. Charles Pollack has 2 emails and 1 mobile phone numbers on RocketReach.
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