Charles Wise Email & Phone Number

Vice President, Wealth Management Services @ Invariant Investment Management, LLC

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Charles Wise Location

York, PA, US

Charles Wise Work

2017 - now Vice President, Wealth Management Services @ Invariant Investment Management, LLC
2010 - 2017 Vice President, Wealth Management Services @ Pure Capital Management
2008 - 2011 Board Chair (and Immediate Past Chair), Board of Directors @ Strand Capitol Performing Arts Center

2004 - 2010 Financial Advisor @ Morgan Stanley
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1996 - 2003 Executive and Management @ Highmark Inc.
1977 - 1995 Financial and Operational Management @ Pennsylvania Blue Shield
1973 - 1977 CPA @ ParenteBeard
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Charles Wise Education

Indiana University of Pennsylvania
1969 - 1973
Penn State University
Emerging Leaders & Financial Management for Executives

Charles Wise Skills

Strategic Planning
Asset Management
Non-profits

Accounting
Insurance
Compliance
Planning
Tax
Financial Planning
Process Improvement

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Charles Wise Summary

Charles Wise, based in York, PA, US, is currently a Vice President, Wealth Management Services at Invariant Investment Management, LLC. Charles Wise brings experience from previous roles at Pure Capital Management, Strand Capitol Performing Arts Center, Morgan Stanley Smith Barney and Highmark. Charles Wise holds a 1969 - 1973 Indiana University of Pennsylvania. With a robust skill set that includes Strategic Planning, Asset Management, Non-profits, Accounting, Insurance and more. Charles Wise has 2 emails and 2 mobile phone numbers on RocketReach.

Charles Wise Emails

Found 2 emails

Charles Wise Phone Numbers

Found 4 phone numbers

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- +1 610-701-XXXX
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Charles Wise

Partner and Vice President at Praxis Development Group

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Charles Wise

Office Manager at Select Data

Anaheim, CA, US
1
- selectdata.com
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Charles Wise

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Top Invariant Investment Management, LLC Employees

Charles Wise

Vice President, Wealth Management Services at Invariant Investment Management, LLC

York, PA, US
2
- msn.com
- invariantinvestments.com
4
- +1 717-840-XXXX
- +1 717-741-XXXX
- +1 724-462-XXXX
- +1 310-850-XXXX

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