Daniel Charles Email & Phone Number
CEO, Consultant to C-Suite Executives
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Daniel Charles Location
- New York, NY, US
Daniel Charles Work
- CEO, Consultant to C-Suite Executives @ Charles Consulting Group (August 2025 - Present)
- Executive Vice President, Head of Global Distribution @ (September 2019 - July 2025)
- CEO, Consultant to C-Suite Executives @ Charles Consulting Group (January 2019 - August 2019)
- Global Head of Distribution @ (March 2010 - December 2018)
- Executive Vice President @ (December 2007 - March 2010)
- Vice President @ (August 2005 - November 2007)
- Managing Director @
- Director and Eastern Regional Manager @ Banc of America Capital Management
- Managing Director @
Daniel Charles Education
- Rockhurst University
BSBA (Marketing)
Daniel Charles Skills
- Wealth Management
- Securities
- Alternative Investments
- Asset Allocation
- Financial Services
- Strategic Planning
- Mutual Funds
- Portfolio Management
- Series 7
- Fixed Income
- Management
- Financial Analysis
- Asset Managment
- Asset Management
- Investment Management
- Hedge Funds
- Investments
- Investment Advisory
- Series 63
- Equities
Daniel Charles Summary
- Daniel Charles, based in New York, NY, US, is currently a CEO, Consultant to C-Suite Executives at Charles Consulting Group. Daniel Charles brings experience from previous roles at Cohen & Steers, Charles Consulting Group, William Blair and Janus Henderson Investors U.S.. Daniel Charles holds a BSBA in Marketing @ Rockhurst University. With a robust skill set that includes Wealth Management, Securities, Alternative Investments, Asset Allocation, Financial Services and more. Daniel Charles has 3 emails and 4 mobile phone numbers on RocketReach.
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