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Charles Kaufmann Email & Phone Number
Senior Wealth Strategy Associate
at
UBS
LinkedIn matched
✓ Verified July 2026
3 data sources
Profile completeness 86%
Current company
Role
Senior Wealth Strategy Associate
Location
Chicago, Illinois, United States
Company size
Who is Charles Kaufmann? Overview
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Quick answer
Charles Kaufmann is listed as Senior Wealth Strategy Associate at UBS, a with 28 employees, based in Chicago, Illinois, United States. AeroLeads shows a matched LinkedIn profile for Charles Kaufmann.
Charles Kaufmann previously worked as Planning Consultant at Fidelity Investments and Relationship Manager at Fidelity Investments. Charles Kaufmann holds Bachelor'S Degree, Financial Planning And Services from University Of Illinois At Urbana-Champaign.
Company email context
Email format at UBS
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UBS
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Profile bio
About Charles Kaufmann
Charles Kaufmann is a Senior Wealth Strategy Associate at UBS.
Current workplace
Charles Kaufmann's current company
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Ubs
9 roles
Charles Kaufmann work experience
A career timeline built from the work history available for this profile.
Senior Wealth Strategy Associate
Current
Oct 2023 - Present
Planning Consultant
Oct 2022 - Oct 2023
Relationship Manager
Mar 2022 - Oct 2022
Financial Representative
Jun 2021 - Mar 2022
Club Sport Supervisor
Activities And Recreation Center
• Monitor and enforce COVID-19 safety protocols during the check in process for members of Illini club sports teams• Complete routine tasks for closing the facilities after team practices• Performed officiant duties for intramural sports to promote good sportsmanship and safely for all participants
Sep 2019 - May 2021
College Financial Representative
• Prospected potential clients interested in forming a wholistic financial plan• Reviewed and evaluated criteria in areas of insurance, risk management, wealthmanagement, and wealth accumulation• Communicate and network with individuals to grow and develop sales experience
May 2020 - Aug 2020
Park Maintenance
• Collaborated with team members on the upkeep of the local parks in Downers Grove• Improved and practiced precision and time management to complete tasks more efficiently• Utilized landscaping equipment to successfully finish all jobs required
May 2019 - Aug 2019
Ice Cream Technician
The Daily Scoop Ice Cream And Sweet Shoppe
• Managed daily inventory and ordering of supplies• Trained and supervised all employees in company procedures• Produced daily and monthly reports in order to improve future productivity• Input financial information into QuickBooks accounting systems
Jun 2015 - Aug 2019
1 education record
Charles Kaufmann education
FAQ
Frequently asked questions about Charles Kaufmann
Quick answers generated from the profile data available on this page.
What company does Charles Kaufmann work for?
Charles Kaufmann works for UBS.
What is Charles Kaufmann's role at UBS?
Charles Kaufmann is listed as Senior Wealth Strategy Associate at UBS.
Where is Charles Kaufmann based?
Charles Kaufmann is based in Chicago, Illinois, United States while working with UBS.
What companies has Charles Kaufmann worked for?
Charles Kaufmann has worked for Ubs, Fidelity Investments, Activities And Recreation Center, Northwestern Mutual, and Downers Grove Park District.
Who are Charles Kaufmann's colleagues at UBS?
Charles Kaufmann's colleagues at UBS include Ethan Harro and Flloyd Rewa.
How can I contact Charles Kaufmann?
You can use AeroLeads to view verified contact signals for Charles Kaufmann at UBS, including work email, phone, and LinkedIn data when available.
What schools did Charles Kaufmann attend?
Charles Kaufmann holds Bachelor'S Degree, Financial Planning And Services from University Of Illinois At Urbana-Champaign.
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