Daniel Charles Email & Phone Number
CEO, Consultant to C-Suite Executives
5 free lookup(s).
No credit card required.
Daniel Charles Location
- New York, NY, US
Daniel Charles Work
- 2025 - now CEO, Consultant to C-Suite Executives @ Charles Consulting Group
- 2019 - 2025 Executive Vice President, Head of Global Distribution @
- 2019 - 2019 CEO, Consultant to C-Suite Executives @ Charles Consulting Group
- 2010 - 2018 Global Head of Distribution @
- 2007 - 2010 Executive Vice President @
- 2005 - 2007 Vice President @
- now Managing Director @
- now Director and Eastern Regional Manager @ Banc of America Capital Management
- now 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.
5 free lookup(s).
No credit card required.
If you need more lookups,
subscriptions start at $34 USD/month.
Looking for a different Daniel Charles?
Find contact details for 700 million professionals.
Others Named Daniel Charles
Daniel Charles
Head of Retail
London, GB
Daniel Charles
Principal Security Consultant
Woodbridge Township, NJ, US
Daniel Charles
Operations Assistant
Woodstock, IL, US
Daniel Charles
CEO
Singapore
Daniel Charles
CEO, Consultant to C-Suite Executives
New York, NY, US
Daniel Charles
Director, Corporate Strategy
Chicago, IL, US
Daniel Charles
Named Account Executive
Bengaluru, KA, IN
How It Works
Get a Free Account
Sign up for a free account. No credit card required. Up to 5 free lookups. 
Search the #1 Contact Database
Get contact details of over 700M profiles across 60M companies - all with industry-leading accuracy. Sales and Recruiter users, try out our Email Finder Extension. 
Use our AI-Powered Email Finder
Find business and personal emails and mobile phone numbers with exclusive coverage across niche job titles, industries, and more for unparalleled targeting. Also available via our Contact Data API. 
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co