Senior Vice President Wealth Management @ (July 2006 - Present)
Senior Vice President Wealth Management @ (July 2006 - July 2006)
Board of Directors @ Boys and Girls Club Lee County (January 2005 - May 2025)
Senior Vice President Investments CFP CIMA @ (July 1980 - August 2006)
Charles Todd Education
Indiana University Bloomington
BS (Business)
1976-1979
Vincennes University
Associate (Business)
1974-1976
Charles Todd Summary
Charles Todd, based in Fort Myers, FL, US, is currently a Managing Partner and Senior Portfolio Manager at 1280 Financial Partners. Charles Todd brings experience from previous roles at UBS and Boys and Girls Club Lee County. Charles Todd holds a 1976 - 1979 BS in Business @ Indiana University Bloomington. Charles Todd has 1 emails on RocketReach.
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