Charles Porter Email & Phone Number
Founder @ Windswift Holdings, LLC
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Charles Porter Location
- Miami, FL, US
Charles Porter Work
- Founder @ (March 2024 - Present)
- President - Trust and Wealth Management @ (August 2016 - February 2023)
- President - Florida @ (October 2000 - July 2016)
- Investment Advisory @ (December 1998 - October 2000)
- Senior Vice President @ (August 1983 - December 1998)
Charles Porter Education
- Florida State University
BS
1978-1980
Charles Porter Skills
- Alternative Investments
- Asset Allocation
- Asset Management
- Banking
- Bloomberg
- Bonds
- Capital Markets
- Corporate Finance
- Derivatives
- Due Diligence
- ETFs
- Emerging Markets
- Equities
- Equity Research
- FINRA
- Family Office
- Financial Advisory
- Financial Analysis
- Financial Markets
- Financial Modeling
- Financial Planners
- Financial Services
- Financial Structuring
- Fixed Income
- Fund Of Funds
- Hedge Funds
- High Net Worth Individuals
- Investment Advisory
- Investment Banking
- Investment Management
- Investment Strategies
- Investments
- Investor Relations
- Mutual Funds
- Options
- Portfolio Management
- Private Banking
- Private Equity
- Risk Management
- Securities
- Series 24
- Series 63
- Series 7
- Strategic Financial Planning
- Structured Finance
- Trading
- Valuation
- Wealth
- Wealth Management
- Wealth Management Services
Charles Porter Summary
- Charles Porter, based in Miami, FL, US, is currently a Founder at Windswift Holdings, LLC. Charles Porter brings experience from previous roles at Grove Bank & Trust, BNY, Sanford C. Bernstein and Bank of America. Charles Porter holds a 1978 - 1980 BS @ Florida State University. With a robust skill set that includes Alternative Investments, Asset Allocation, Asset Management, Banking, Bloomberg and more. Charles Porter has 1 emails and 1 mobile phone numbers on RocketReach.
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