Charles Wild Email & Phone Number
Managing Partner and Certified Financial Planner Professional TM @ Pinnacle Taxx Inc
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Charles Wild Location
- New York, NY, US
Charles Wild Work
- Managing Partner and Certified Financial Planner Professional TM @ (August 2019 - Present)
- Senior Financial Consultant @ (October 2010 - June 2019)
- Founder and Independant Financial Advisor @ CDW Financial (November 2007 - September 2010)
- Financial Advisor @ (June 2001 - October 2007)
Charles Wild Education
- The American College
CERTIFIED FINANCIAL PLANNER (TM) Certificant (CLU, ChFC)
2005-2009 - SUNY New Paltz
Bachelor of Science (Business - Marketing)
1996-2001 - The Walkabout Program 1995-1996
- Briarcliff High School 1992-1996
Charles Wild Skills
- Fixed Annuities
- Insurance
- Retirement Planning
- Account Management
- Sales
- Investments
- Financial Risk
- Business Development
- Finance
- Strategic Planning
- Financial Services
- Sales Management
- Strategic Financial Planning
- Marketing
- Credit
- Long Term Care
- Disability Insurance
- Wealth
- Small Business
- Management
- Young Professionals
- Analysis
- Employee Benefits
- Financial Planning
- Wealth Management
Charles Wild Summary
- Charles Wild, based in New York, NY, US, is currently a Managing Partner and Certified Financial Planner Professional TM at Pinnacle Taxx Inc. Charles Wild brings experience from previous roles at INVEST Financial Corporation, CDW Financial and Strategies for Wealth. Charles Wild holds a 2005 - 2009 CERTIFIED FINANCIAL PLANNER (TM) Certificant in CLU, ChFC @ The American College. With a robust skill set that includes Fixed Annuities, Insurance, Retirement Planning, Account Management, Sales and more. Charles Wild has 2 mobile phone numbers on RocketReach.
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