Chuck Coldwell Email & Phone Number
Senior Consultant, Banking and Trust Services @ Corinthian Cove Advisors
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Chuck Coldwell Location
- Katonah, NY, US
Chuck Coldwell Work
- 2025 -now Senior Consultant, Banking and Trust Services @
- 2023 -2025 Vice President Consulting Services @
- 2013 -2025 Vice President, Consulting Services @
- 2011 -2013 Senior Consultant @
- 2002 -2012 Exec. VP @ Glenn G. Geiger Company, Inc.
- 1978 -2002 Vice President @ Pentegra Retirement Services
Chuck Coldwell Education
- Saint Lawrence University
Bachelor of Arts (B.A.) (Economics/Psychology)
1973-1977
Chuck Coldwell Skills
- Insurance
- Account Management
- Pensions
- Defined Benefit
- Employee Benefits
- 401k
- Retirement
- Investments
- Retirement Planning
- Relationship Management
- ERISA
- Financial Services
- Mutual Funds
- Banking
- Benefits Administration
- BPO
- Incentive Programs
- Sales
- Options
- Investment Advisory
- Defined Contribution
- Profit Sharing
- Asset Allocation
- Flexible
- Consulting
- Market
- Anti Money Laundering
- Fixed Annuities
- Prospects
- Strategist
- Vendors
- Cold Calling
- Jump
- Customer Retention
- Finance
- Revenue Streams
- Driving
- Executive Positions
- Executive Level Management
- Savings
- Up Selling
- Major Clients
- Win Win
- Corporate Image
- Management
- Revenue
- Design
- Public Relations
- Resume
- Descriptions
- Major Accounts
- 529 Plans
- Hiring
- Financial Structuring
- Series 63
- Friendly
- Strategic Partnerships
- Accounting
- Supplier Evaluation
- Military Training
- Customer Satisfaction
- Corporate Communications
- Market Penetration
- Outside Sales
- Cultivate
- Branding
- Qualified Retirement Plans
- Call of Duty
- Disability Insurance
- Calculations
- For Profit
- Learner
- Surveying
- Streamline
- Product Development
- American
- Research
- Community Banks
- Reporting
- Partnerships
- Board of Directors
- Information Security
- Economics
- Yahoo
- C
- Vendor Relations
- Client Focused
- Multimillion Dollar Budget Management
- Client Services
- Communication
- Schedules
- Series 6
- Advertising
- Strategic Planning
- Passion for Success
- Privacy Law
- Operations
- Author
- Account Expansion
- Marketing
- Client Development
- CEOs
- State Legislation
- Market Share
- Key Relationships
- Presentations
- Pension Administration
- Pricing
- Websites
- Corporate Identity
- Executive Pay
- Regulations
- Art
- Efficiencies
- Attracting
- Switch
- IRS
- Forms
- New York
- Data Analytics
- Variable Annuities
- Plan Administration
- Process Improvement
- Marketplace
- Consolidate
- Referrals
- Compliance
- Video
- Continuing Education
- Psychology
- Project Portfolio Management
- Stocks
- Needs Assessment
- Rate
- Strategic Marketing
- Staff Development
- Registrations
- Connecticut
- Darien
- Filing
- Trading
- Capturing
- Actuaries
- Corporate Structure
- Relationship Development
- Closing Contracts
- Securities
- Dealers
Chuck Coldwell Summary
- Chuck Coldwell, based in Katonah, NY, US, is currently a Senior Consultant, Banking and Trust Services at Corinthian Cove Advisors. Chuck Coldwell brings experience from previous roles at Pentegra Retirement Services and Glenn G. Geiger Company, Inc.. Chuck Coldwell holds a 1973 - 1977 Bachelor of Arts (B.A.) in Economics/Psychology @ Saint Lawrence University. With a robust skill set that includes Insurance, Account Management, Pensions, Defined Benefit, Employee Benefits and more. Chuck Coldwell has 1 emails and 1 mobile phone numbers on RocketReach.
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Top Corinthian Cove Advisors Employees
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Chuck Coldwell
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Katonah, NY, US
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