2017 -2023 Senior Home Loan Advisor NMLS#1748114 @
2015 -2017 Vice President Investments @
2009 -2014 Portfolio Manager, Financial Advisor @
2004 -2009 Financial Advisor @
Chuck Threshie Education
University of North Carolina at Chapel Hill
Bachelor of Arts (BA) (Business/Corporate Communications)
1983-1987
Chuck Threshie Skills
Asset Allocation
Budgets
Business Development
Customer Service
Finance
Financial Services
Investment Strategies
Investments
Management
Portfolio Management
Retirement
Series 7
Strategic Planning
Wealth Management
Sales
Marketing
Marketing Strategy
Mutual Funds
Equities
Retirement Planning
Asset Management
Series 63
Alternative Investments
Financial Analysis
JavaScript
Project Management
Loans
Mortgage Lending
Financial Technology
Jumbo
Chuck Threshie Summary
Chuck Threshie, based in New York, NY, US, is currently a VP, Sr Mortgage Banker at Total Mortgage. Chuck Threshie brings experience from previous roles at Cardinal Financial Company, Limited Partnership, loanDepot, Neat Loans and Moors & Cabot. Chuck Threshie holds a 1983 - 1987 Bachelor of Arts (BA) in Business/Corporate Communications @ University of North Carolina at Chapel Hill. With a robust skill set that includes Asset Allocation, Budgets, Business Development, Customer Service, Finance and more. Chuck Threshie has 4 emails and 2 mobile phone numbers on RocketReach.
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