Charles Wickliffe Email & Phone Number
Financial Analyst @ Turnstone Group LLC
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Charles Wickliffe Location
- Atlanta, GA, US
Charles Wickliffe Work
- Financial Analyst @ (January 2026 - Present)
- Asset Manager and analyst @ (September 2024 - January 2026)
- Financial Representative Intern @ (May 2023 - July 2023)
- Claims Associate @ (May 2022 - August 2022)
- Customer Service Representative @ (May 2019 - August 2019)
Charles Wickliffe Education
- University of Georgia - Terry College of Business
Bachelor of Business Administration - BBA (Finance, General)
2022-2024 - The University of Georgia
Bachelor of Business Administration - BBA (Finance, General)
2020-2024 - The Westminster Schools 2016-2020
Charles Wickliffe Skills
- Ad Hoc Reporting
- Asset Allocation
- Asset Management
- Communication
- Conditional Formatting
- Data Analysis
- Financial Accounting
- Financial Analysis
- Financial Reporting
- Investment Performance
- Microsoft Excel
- Microsoft Power Query
- Modeling
- Organization Skills
- Pivot Tables
- Presentation Skills
- Project Management
Charles Wickliffe Summary
- Charles Wickliffe, based in Atlanta, GA, US, is currently a Financial Analyst at Turnstone Group LLC. Charles Wickliffe brings experience from previous roles at IVEE Group LLC, Northwestern Mutual, Brown & Brown Insurance and Carolina Lumber & Supply Co.. Charles Wickliffe holds a 2022 - 2024 Bachelor of Business Administration - BBA in Finance, General @ University of Georgia - Terry College of Business. With a robust skill set that includes Ad Hoc Reporting, Asset Allocation, Asset Management, Communication, Conditional Formatting and more. Charles Wickliffe has 1 emails on RocketReach.
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