Charles Wise

Charles Wise Email and Phone Number

Vice President, Wealth Management Services @ Invariant Investment Management, LLC
York, PA, US
Charles Wise's Location
York, Pennsylvania, United States, United States
Charles Wise's Contact Details

Charles Wise personal email

n/a
About Charles Wise

All posts represent my personal thoughts, observations and opinions, they are not intended to express the opinions or positions of my employer, Invariant Investment Management, or of any other organization with which I am associated. Please consult your own professional advisors before taking any actions on any of my musings. The information presented is believed to be factual and up-to-date, but I do not guarantee its accuracy and it should not be regarded as a complete analysis of the subjects discussed. All expressions of opinion reflect my judgment as of the date of publication and are subject to change. It does not involve the rendering of personalized investment advice. A professional advisor should be consulted before implementing any of the options presented. No content should be construed as legal or tax advice. Always consult an attorney or tax professional regarding your specific legal or tax situation.These postings are not an offer to buy or sell, or a solicitation of any offer to buy or sell the securities mentioned herein. To ensure compliance with Treasury Department regulations (Circular 230), we inform you that, unless otherwise indicated in writing, any U.S. Federal tax advice contained in this communication (including any attachments) is not intended or written to be used, and cannot be used, for the purpose of (1) avoiding penalties under the Internal Revenue Code or applicable state and local tax provisions or (2) promoting, marketing or recommending to another party any tax related matters addressed herein.

Charles Wise's Current Company Details
Invariant Investment Management, LLC

Invariant Investment Management, Llc

View
Vice President, Wealth Management Services
York, PA, US
Charles Wise Work Experience Details
  • Invariant Investment Management, Llc
    Vice President, Wealth Management Services
    Invariant Investment Management, Llc
    York, Pa, Us
  • Invariant Investment Management, Llc
    Vice President, Wealth Management Services
    Invariant Investment Management, Llc Jul 2017 - Present
    York, Pennsylvania Area
  • Pure Capital Management
    Vice President, Wealth Management Services
    Pure Capital Management Mar 2010 - Jul 2017
  • Strand Capitol Performing Arts Center
    Board Chair (And Immediate Past Chair), Board Of Directors
    Strand Capitol Performing Arts Center Jul 2008 - Jun 2011
    Located on the corner of George and Philadelphia Streets in downtown York, the Strand-Capitol Performing Arts Center serves as a leading arts presenter in south central Pennsylvania. The complex encompasses five buildings, including its two historic theaters – the Capitol Theatre, built in 1906 as a one-level dance hall and opera house, and the Strand Theatre, which opened in 1925 primarily for vaudeville and silent film.
  • Morgan Stanley Smith Barney
    Financial Advisor
    Morgan Stanley Smith Barney Apr 2004 - Jan 2010
    Wealth and investment management solutions for individuals, families, businesses and foundations.
  • Highmark
    Executive/Management
    Highmark 1996 - 2003
    Highmark Inc. ranks among the nation's leading health insurers and is the largest health insurance company in Pennsylvania based on membership.
  • Pennsylvania Blue Shield
    Financial And Operational Management
    Pennsylvania Blue Shield 1977 - 1995
    Financial, Audit, Operations, Customer Service, Process Improvement and other Leadership/Management roles
  • Miller & Co., Certified Public Accountants
    Cpa
    Miller & Co., Certified Public Accountants 1973 - 1977

Charles Wise Skills

Strategic Financial Planning Retirement Planning Insurance Strategic Planning Retirement Financial Planning Process Improvement Financial Analysis Auditing Leadership Nonprofits Management Asset Management Business Planning Public Speaking Mergers And Acquisitions Risk Management Finance Accounting Business Strategy Healthcare Tax Risk Reviews Risk Management Framework Project Planning Business Process Improvement Non Profits Compliance Planning Mergers Process Engineering Audit Risk Internal Audit Audit Committee Risk Based Audits Coso Framework Risk Frameworks Integrated Risk Management Medicare Financial Risk

Charles Wise Education Details

Frequently Asked Questions about Charles Wise

What company does Charles Wise work for?

Charles Wise works for Invariant Investment Management, Llc

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

Charles Wise's current role is Vice President, Wealth Management Services.

What is Charles Wise's email address?

Charles Wise's email address is ch****@****mgt.com

What schools did Charles Wise attend?

Charles Wise attended Indiana University Of Pennsylvania, Penn State University.

What skills is Charles Wise known for?

Charles Wise has skills like Strategic Financial Planning, Retirement Planning, Insurance, Strategic Planning, Retirement, Financial Planning, Process Improvement, Financial Analysis, Auditing, Leadership, Nonprofits, Management.

Not the Charles Wise you were looking for?

  • charles wise

    Professor Emeritus, John Glenn College Of Public Affairs, The Ohio State University
    Columbus, Oh
    2
    osu.edu, arizona.edu
  • Charles Wise

    Senior Vice President - Public Sector Of Keybanc Capital Markets
    Columbus, Ohio Metropolitan Area
    3
    keybank.com, sbcglobal.net, key.com
  • Charles Wise

    Vice President, Praxis Development Group
    Los Angeles Metropolitan Area
    2
    seritage.com, yahoo.com

    1 +131085XXXXX

  • Charles Wise

    Attorney And International Consultant
    Washington, Dc
    1
    gmail.com

Free Chrome Extension

Find emails, phones & company data instantly

Find verified emails from LinkedIn profiles
Get direct phone numbers & mobile contacts
Access company data & employee information
Works directly on LinkedIn - no copy/paste needed
Get Chrome Extension - Free

Aero Online

Your AI prospecting assistant

Download 750 million emails and 100 million phone numbers

Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.