Charles Vogel Email and Phone Number
Charles Vogel work email
- Valid
- Valid
Charles Vogel personal email
I am a Regional Consultant in partnership with T.J. Ryan, covering Central Coast, California with an Independent Channel focus in Los Angeles & San Francisco. We are responsible for providing relevant investment solutions, market research, investment analysis and practice management strategies to Financial Advisors and RIAs who work with individuals/corporate retirement plans.
Alliancebernstein
View- Website:
- abglobal.com
- Employees:
- 5100
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Ao And Regional Consultant At AlliancebernsteinAlliancebernsteinKnoxville, Tn, Us
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Ao / Regional Consultant At AlliancebernsteinAlliancebernstein Feb 2024 - PresentNashville, Tn, Us
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Regional ConsultantAlliancebernstein Aug 2020 - PresentNashville, Tn, Us
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Internal Sales InternAlliancebernstein Jun 2019 - Aug 2019Nashville, Tn, UsSupported the Internal Sales Division in both day-to-day operations, and the implementation of innovative forward-looking technologies. Trained directly with new hires with the purpose of learning sales strategies and client relationship maintenance. Submitted ideas for the implementation of AI automation in daily activity and worked directly with heads of technology to explore the viability of such a project. Ended the Summer by performing a sales call with he heads of the Internal Sales Division. Accepted a full time offer at the end of the Internship.
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Sales Analyst InternPimco Jun 2018 - Aug 2018Newport Beach, California, UsTwo-part summer internship with roles in the Private Client Group and Internal Sales Desk, with a goal of learning the various products and sales strategies offered by PIMCO. Tasked with performing various forms of portfolio analytics, as well as providing support for advisory client recruitment and maintenance -
Wealth Management InternUbs May 2017 - Aug 2017Zurich, ChWorked as a liaison with mutual fund companies to help the team efficiently evaluate and select from the various securities that were consistently marketed to them. Utilized Financial Goal Analysis software to aid in creating detailed client financial plans. Directly interacted with clients in a proactive outbound marketing campaign. -
Wealth Management InternMorgan Stanley May 2016 - Aug 2016New York, Ny, UsWorked closely with Senior Vice President/Financial Advisor learning the fundamentals of investment analysis, client account management, and financial planning. Researched key prospects and assisted with implementation of proactive sales activities facilitating the growth of the Financial Advisor’s business. -
Hotel LiaisonDestination Imagination Jun 2016 - Jun 2016Blackwood, New Jersey, UsResponsible for feeding, transporting and providing general assistance to over 500 student and adult chaperone participants for the week of the Global Finals of Destination Imagination competition. -
Logistics InternThe Cumberland Companies Llc Jun 2015 - Aug 2015Performed various clerical and administrative functions while reporting directly to the CEO of the company.
Charles Vogel Education Details
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University Of Arizona - Eller College Of Management -
University Of ArizonaFinance & Management Information Systems
Frequently Asked Questions about Charles Vogel
What company does Charles Vogel work for?
Charles Vogel works for Alliancebernstein
What is Charles Vogel's role at the current company?
Charles Vogel's current role is AO and Regional Consultant at AllianceBernstein.
What is Charles Vogel's email address?
Charles Vogel's email address is ch****@****ail.com
What schools did Charles Vogel attend?
Charles Vogel attended University Of Arizona - Eller College Of Management, University Of Arizona.
Who are Charles Vogel's colleagues?
Charles Vogel's colleagues are Chris Tian, Adithya Karthikeyan, Carson Moylan, Brian Briskin, Raj Kolli, Nikhil Khawase, Ravindra Sharma.
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