CERTIFIED FINANCIAL PLANNER™ @ (July 2020 - August 2022)
Financial Advisor @ Batie and Company Capital Management (January 2018 - July 2020)
Senior Executive @ (November 1999 - September 2017)
Charles Randall Education
Bryant University
Certified Financial Planner™ (Finance)
2021-2021
Montana State University-Bozeman
Bachelors (Finance, General)
1989-1991
Charles Randall Skills
Alternative Investments
Foreign Investment
Estate Planning
Certified Financial Planner
Succession Planning
Small Business Financial Management
Investment Management
College Funding Strategies
Holistic Financial Planning
Investment Advisory Services
Independent Financial Advice
Wealth Accumulation
Wealth Management Services
Charles Randall Summary
Charles Randall, based in Albuquerque, NM, US, is currently a Co-Founder at KeenAI Growth Partners. Charles Randall brings experience from previous roles at Randall Financial LLC, CLARK STREET FINANCIAL, LLC, Batie and Company Capital Management and GSK. Charles Randall holds a 2021 - 2021 Certified Financial Planner™ in Finance @ Bryant University. With a robust skill set that includes Alternative Investments, Foreign Investment, Estate Planning, Certified Financial Planner, Succession Planning and more. Charles Randall has 2 emails and 5 mobile phone numbers on RocketReach.
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