Charles Takatch Email
Vice President - Head of Client Services @ Atalanta Sosnoff Capital, LLC
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Charles Takatch Location
- New York, NY, US
Charles Takatch Work
- Vice President - Head of Client Services @ (August 2026 - Present)
- Client Service Associate @ (May 2025 - August 2026)
- Financial Advisor @ (August 2023 - March 2025)
- Financial Analyst @ (May 2022 - April 2023)
- Student Athlete @ (January 2019 - January 2023)
Charles Takatch Education
- St. Bonaventure University
Bachelor of Business Administration - BBA (Finance and Economics)
2019-2023 - Athena High School
Charles Takatch Skills
- Asset Management
- Client Services
- Data Analysis
- Financial Analysis
- Financial Planning
- Investments
- Microsoft Excel
- Wealth Management Services
Charles Takatch Summary
- Charles Takatch, based in New York, NY, US, is currently a Vice President - Head of Client Services at Atalanta Sosnoff Capital, LLC. Charles Takatch brings experience from previous roles at Atalanta Sosnoff Capital, LLC, Tri-Harbor Financial Group, Cornerstone Wealth Group, LLC and NCAA. Charles Takatch holds a 2019 - 2023 Bachelor of Business Administration - BBA in Finance and Economics @ St. Bonaventure University. With a robust skill set that includes Asset Management, Client Services, Data Analysis, Financial Analysis, Financial Planning and more. Charles Takatch has 1 emails on RocketReach.
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