Chuck Curtis Email & Phone Number
Branch Manager @ Raymond James
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Chuck Curtis Location
- Florida, United States
Chuck Curtis Work
- 2020 -now Branch Manager @
- 2013 -now Regional Director @
- 2018 -now Complex Manager @
- 1992 -2013 Entrepreneur @ Curtis Ranch, LLC and Two Forks, LLC
- 2010 -2011 Complex Manager @
- 1983 -2011 Complex and Branch Manager @ Morgan Stanley Smith Barney
- 2003 -2010 Senior Vice President, Branch Manager @ Morgan Stanley Smith Barney
- 1994 -2003 Senior Vice President, Branch Manager @ Smith Barney
- 1991 -1994 First Vice President, Branch Manager @ Shearson Lehman Brothers
- 1989 -1991 Vice President, Sales Manager @ Shearson Lehman Brothers
- 1988 -1989 Financial Consultant @ Lehman Brothers
- 1988 -1988 Financial Consultant and Sales Manager @ Shearson Lehman Hutton
- 1985 -1988 National Training Officer @ E.F. Hutton
- 1983 -1985 Financial Consultant @ E.F. Hutton
Chuck Curtis Education
- University of Oklahoma
Bachelor of Business Administration (Finance)
- University of Oklahoma
Bachelor of Business Administration - BBA
Chuck Curtis Skills
- Recruiting
- Wealth Management
- Training and Development
- Customer Service
- Entrepreneurship
- Leadership Development
- Microsoft Excel
- Microsoft Office
- Microsoft Word
- PowerPoint
- Management
- Finance
- Financial Advisory
- Equities
- Investment Strategies
- Asset Allocation
- Investments
- Mutual Funds
- Asset Management
- Financial Services
- Microsoft Products
- Interpersonal Leadership
- Sales Management
- Leadership Development Coaching
- Customer Service Management
- Training & Development
- Leadership Management
- FINRA
- Support
Chuck Curtis Summary
- Chuck Curtis, based in Florida, United States, is currently a Branch Manager at Raymond James. Chuck Curtis brings experience from previous roles at Raymond James, Curtis Ranch, LLC and Two Forks, LLC and Morgan Stanley Wealth Management. Chuck Curtis holds a Bachelor of Business Administration in Finance @ University of Oklahoma. With a robust skill set that includes Recruiting, Wealth Management, Training and Development, Customer Service, Entrepreneurship and more. Chuck Curtis has 2 emails and 1 mobile phone numbers on RocketReach.
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