Chuck B Email
Managing Director @ Sequentis Capital
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Chuck B Location
- Boston, MA, US
Chuck B Work
- Managing Director @ (September 2020 - Present)
- Board Member @ (September 2018 - Present)
- Regional Vice President @ Advisors Asset Management, Inc. (August 2015 - February 2018)
- Regional Director @ (November 2009 - August 2015)
- Regional Vice President @ (December 2006 - September 2009)
- Supervisor, Internal Wholesalers @ (January 1995 - January 2005)
Chuck B Education
- Boston College 1991-1995
Chuck B Skills
- Alternative Investments
- Asset Allocation
- Asset Management
- Financial Advisory
- Financial Services
- Investments
- Mutual Funds
- Retirement Planning
- Securities
- Separately Managed Accounts
- Series 63
- Series 7
- Trading
- Wealth Management
Chuck B Summary
- Chuck B, based in Boston, MA, US, is currently a Managing Director at Sequentis Capital. Chuck B brings experience from previous roles at Esperanza Academy, Advisors Asset Management, Inc., TS Capital, LLC and The Phoenix Companies. Chuck B holds a 1991 - 1995 Boston College. With a robust skill set that includes Alternative Investments, Asset Allocation, Asset Management, Financial Advisory, Financial Services and more. Chuck B has 2 emails on RocketReach.
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