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 @
- 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 @
- 1996 -2003 Executive and Management @
- 1977 -1995 Financial and Operational Management @ Pennsylvania Blue Shield
- 1973 -1977 CPA @
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
- Business Strategy
- Mergers
- Process Engineering
- Audit
- Healthcare
- Auditing
- Financial Analysis
- Risk
- Business Planning
- Internal Audit
- Audit Committee
- Risk Based Audits
- COSO Framework
- Risk Frameworks
- Risk Reviews
- Risk Management Framework
- Integrated Risk Management
- Medicare
- Strategic Financial Planning
- Retirement
- Project Planning
- Mergers & Acquisitions
- Financial Risk
- Retirement Planning
- Nonprofits
- Risk Management
- Leadership
- Management
- Public Speaking
- Finance
- Investment Management
- Presenter
- Research
- Mergers and Acquisitions
- Team Building
- Non Profits
- Business Process Improvement
- 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 Strategic Planning, Asset Management, Non-profits, Accounting, Insurance and more. Charles Wise has 2 emails and 3 mobile phone numbers on RocketReach.
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