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
- Vice President, Wealth Management Services @ (July 2017 - Present)
- Vice President, Wealth Management Services @ Pure Capital Management (March 2010 - July 2017)
- Board Chair (and Immediate Past Chair), Board of Directors @ Strand Capitol Performing Arts Center (July 2008 - June 2011)
- Financial Advisor @ (April 2004 - January 2010)
- Executive and Management @ (January 1996 - January 2003)
- Financial and Operational Management @ Pennsylvania Blue Shield (January 1977 - January 1995)
- CPA @ (January 1973 - January 1977)
Charles Wise Education
- Indiana University of Pennsylvania 1969-1973
- Penn State University
Emerging Leaders & Financial Management for Executives
Charles Wise Skills
- Accounting
- Asset Management
- Audit
- Audit Committee
- Auditing
- Business Planning
- Business Process Improvement
- Business Strategy
- COSO Framework
- Compliance
- Finance
- Financial Analysis
- Financial Planning
- Financial Risk
- Healthcare
- Insurance
- Integrated Risk Management
- Internal Audit
- Leadership
- Management
- Medicare
- Mergers
- Mergers & Acquisitions
- Non-profits
- Nonprofits
- Planning
- Process Engineering
- Process Improvement
- Project Planning
- Public Speaking
- Retirement
- Retirement Planning
- Risk
- Risk Based Audits
- Risk Frameworks
- Risk Management
- Risk Management Framework
- Risk Reviews
- Strategic Financial Planning
- Strategic Planning
- Tax
- Investment Management
- Presenter
- Research
- Mergers and Acquisitions
- Team Building
- Non Profits
- Downtown
- Sales
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 Accounting, Asset Management, Audit, Audit Committee, Auditing and more. Charles Wise has 2 emails and 3 mobile phone numbers on RocketReach.
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