Kathleen Charles's Location
Lafayette, CA, US
Kathleen Charles's Work
- CERTIFIED FINANCIAL PLANNER™ @ LPL Financial
- CERTIFIED FINANCIAL PLANNER™ @ Protected Investors of America
- Equity Analyst @ Hambrecht & Quist
Kathleen Charles's Education
- University of California, Berkeley, Haas School of Business
M.B.A. (Finance)
1982 - 1985 - University of Michigan
M.S. (Biochemistry)
1974 - 1976 - University of Michigan
B.S. (Cellular Biology)
1970 - 1974
Kathleen Charles's Skills
- Payroll
- Customer Service
- Sales
- Leadership
- Financial Services
Kathleen Charles's Summary
Kathleen Charles, based in Lafayette, CA, US, is currently a CERTIFIED FINANCIAL PLANNER™ at LPL Financial, bringing experience from previous roles at Protected Investors of America and Hambrecht & Quist. Kathleen Charles holds a 1982 - 1985 M.B.A. in Finance @ University of California, Berkeley, Haas School of Business. With a robust skill set that includes Payroll, Customer Service, Sales, Leadership, Financial Services and more, Kathleen Charles contributes valuable insights to the industry. Kathleen Charles has 2 emails on RocketReach.
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