Charlie Burns

Charlie Burns Email and Phone Number

Financial Advisor | College Unit Director @ Northwestern Mutual - Portland
Portland, OR, US
Charlie Burns's Location
Portland, Oregon, United States, United States
Charlie Burns's Contact Details

Charlie Burns work email

Charlie Burns personal email

n/a

Charlie Burns phone numbers

About Charlie Burns

Feeling financially secure and providing for your family are your top priority. Whether you’ve worked with an advisor in the past, or are ready to get started, we want you to feel heard and understood. In our experience, we often see that financial choices are more emotional than logical. Each client has their own unique relationship with money that influences the way in which you strategize, spend, and save your money.As your team of advisors, we will help you explore how your experiences impact your financial decisions and guide you to a solution that both feels right and is in alignment with your whole financial picture.

Charlie Burns's Current Company Details
Northwestern Mutual - Portland

Northwestern Mutual - Portland

View
Financial Advisor | College Unit Director
Portland, OR, US
Employees:
37473
Charlie Burns Work Experience Details
  • Northwestern Mutual - Portland
    Financial Advisor | College Unit Director
    Northwestern Mutual - Portland
    Portland, Or, Us
  • Northwestern Mutual - Portland
    Financial Advisor | College Unit Director
    Northwestern Mutual - Portland Oct 2020 - Present
  • Northwestern Mutual
    Financial Advisor
    Northwestern Mutual Jan 2020 - Present
    Milwaukee, Wi, Us
  • Northwestern Mutual
    Financial Representative
    Northwestern Mutual Jun 2016 - Jan 2020
    Milwaukee, Wi, Us
    Charlie partners with business owners, professionals and families to understand their goals, eliminate their concerns and ultimately build a plan that will ensure a healthy succesful future. Charlie’s Background and Interests include:-Graduated from the University of Washington with a degree in Economics and certificate from the Foster School of Business Professional Sales Program.-Being active in the beautiful Pacific Northwest by running, cycling, golfing, skiing, or working out at the Multnomah Athletic Club.
  • Pitchbook Data
    Sales Development Representative
    Pitchbook Data Mar 2018 - Jun 2018
    Seattle, Washington, Us
    -Advanced knowledge of private market data and general understanding of of the VC, PE and M&A industry -Prospect, vet, and call professionals in the private sector to pitch the unique value within the PitchBook Platform, the leading data source in the private equity, venture capital, and M&A markets-Perform detailed discovery into prospective clients' current business objectives and situations to relate the Platform to their workPitchBook is the financial information and technology provider behind leading deal-makers and advisors in the global M&A, private equity and venture capital markets. Our core offering is the PitchBook Platform, an award-winning technology solution that makes it easy to track and analyze global M&A, PE and VC transactions, along with the limited partners, funds, and companies involved.
  • University Of Washington
    Student
    University Of Washington Sep 2014 - Jun 2018
    Seattle, Wa, Us
  • Mohr Partners, Inc.
    Associate
    Mohr Partners, Inc. Jun 2017 - Mar 2018
    Dallas, Tx, Us
    As an associate at Mohr Partners, the largest tenant representation corporate real estate company in the United States, I am responsible for generating new leads. I target companies that are looking to expand outside of the Seattle area and assist in their decision-making process to maximize their revenue and reduce costs.
  • Portland Golf Club
    Pro Shop/Member Services
    Portland Golf Club Jun 2013 - Sep 2015
    Portland, Oregon, Us

Charlie Burns Education Details

  • University Of Washington
    University Of Washington
    Finance And Financial Management Services

Frequently Asked Questions about Charlie Burns

What company does Charlie Burns work for?

Charlie Burns works for Northwestern Mutual - Portland

What is Charlie Burns's role at the current company?

Charlie Burns's current role is Financial Advisor | College Unit Director.

What is Charlie Burns's email address?

Charlie Burns's email address is ch****@****key.com

What is Charlie Burns's direct phone number?

Charlie Burns's direct phone number is (888) 481*****

What schools did Charlie Burns attend?

Charlie Burns attended University Of Washington.

Who are Charlie Burns's colleagues?

Charlie Burns's colleagues are R Bradford Reynolds, Clu, Chfc, Daniel Motola, Shahed Ali, Anthony Polo, Lauren Deeley, Jacob Broussard, Lashae Simmons Ii.

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