Charles Coleman

Charles Coleman Email and Phone Number

Helping people solve problems @
Charles Coleman's Location
Pasadena, California, United States, United States
Charles Coleman's Contact Details

Charles Coleman work email

Charles Coleman personal email

Charles Coleman phone numbers

About Charles Coleman

Over the past decade I have been fortunate to continually learn and be humbled by amanzing people and the changing markets. At Pasadena Private Financial Group I focus on helping clients solve problems and live an easier life by managing to their goals. In prior roles I have been able to grow as a story teller and market technician with Nasdaq Dorsey Wright where I focused trading, research and working with clients. At Holly Street Wealth I drank out of the financial fire hose learning about the industry and all of the possibilities. I received my bachelors from California State University Fullerton and my Masters in Business at Claremont Graduate University.

Charles Coleman's Current Company Details
Pasadena Private Wealth

Pasadena Private Wealth

Helping people solve problems
Charles Coleman Work Experience Details
  • Pasadena Private Wealth
    Managing Director
    Pasadena Private Wealth Feb 2023 - Present
  • Pasadena Private Wealth
    Finance Director
    Pasadena Private Wealth Dec 2021 - Present
  • Dorsey, Wright & Associates, A Nasdaq Company
    Associate Portfolio Manager
    Dorsey, Wright & Associates, A Nasdaq Company Nov 2016 - Dec 2021
    Richmond, Virginia, Us
  • Holly Street Wealth Managment
    Director
    Holly Street Wealth Managment Feb 2013 - Nov 2016
    As a founding employee of Holly Street Wealth Advisors, LLC I assisted in the formation of the business. I started at the firm as the only associate 6 months out of college. During my almost 4 years I: - Launched portfolio management, financial planning and CRM software. - Researched and analysied investment managers- Manged the advisors and administrative staff- Reviewed corperate business policies and procedures- Ran a successful internship program

Charles Coleman Skills

Entrepreneurship Team Leadership Event Planning Social Media Strategic Planning Business Development Customer Service Social Media Marketing Team Building Sales Public Speaking Microsoft Excel Microsoft Word Powerpoint Hospitality Marketing Research Building Relationships Employee Relations Bookkeeping Problem Solving Innovation

Charles Coleman Education Details

  • Claremont Graduate University
    Claremont Graduate University
    Master Of Business Administration - Mba
  • California State University, Fullerton
    California State University, Fullerton
    Business

Frequently Asked Questions about Charles Coleman

What company does Charles Coleman work for?

Charles Coleman works for Pasadena Private Wealth

What is Charles Coleman's role at the current company?

Charles Coleman's current role is Helping people solve problems.

What is Charles Coleman's email address?

Charles Coleman's email address is cl****@****ail.com

What is Charles Coleman's direct phone number?

Charles Coleman's direct phone number is +195196*****

What schools did Charles Coleman attend?

Charles Coleman attended Claremont Graduate University, California State University, Fullerton.

What skills is Charles Coleman known for?

Charles Coleman has skills like Entrepreneurship, Team Leadership, Event Planning, Social Media, Strategic Planning, Business Development, Customer Service, Social Media Marketing, Team Building, Sales, Public Speaking, Microsoft Excel.

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