Charles Wold Email & Phone Number
Managing Director and Vice President Private Wealth Management Group @ Capitas Financial
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Charles Wold Location
- Wilmette, IL, US
Charles Wold Work
- 2018 -now Managing Director and Vice President Private Wealth Management Group @
- 2010 -2018 Director and Private Wealth Management Group @
- 1991 -2010 Private Wealth Management Director @
- 1987 -1991 Wholesaler- Insurance, Retirement Plans and DI Insurance @
Charles Wold Education
- Kenyon College
Bachelor of Science (BS) (Economics)
1982-1986
Charles Wold Skills
- Investments
- Long Term Care Insurance
- IRAs
- Term Life Insurance
- Wealth Accumulation
- Wealth Management Services
- Brokers
- Underwriting
- Financial Services
- High Net Worth Individuals
- Relationship Management
- Insurance Brokerage
- Life
- Wealth Preservation Planning
- Key Person Insurance
- Premium Financing
- Sales Presentations
- Multi-generational wealth transfer
- Finance
- Working with Brokers
- Life Insurance
Charles Wold Summary
- Charles Wold, based in Wilmette, IL, US, is currently a Managing Director and Vice President Private Wealth Management Group at Capitas Financial. Charles Wold brings experience from previous roles at Capitas Financial, The Hartford and Travelers. Charles Wold holds a 1982 - 1986 Bachelor of Science (BS) in Economics @ Kenyon College. With a robust skill set that includes Investments, Long Term Care Insurance, IRAs, Term Life Insurance, Wealth Accumulation and more. Charles Wold has 2 emails and 2 mobile phone numbers on RocketReach.
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