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Charles  D. | Elance
 
176985602337900
Last Sign-in: May 24, 2016

Charles D.

Comprehensive Wealth Manager
   United States
  |   San Francisco, CA

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Overview

Minimum Hourly Rate $55

Previous experience includes several years with the sales and service team of one of the largest boutique money managers in the world. Currently they have over 60 Billion under management and my department I had direct responsibility over was responsibly for 20 billion of new assets gathered. Since leaving the firm I have opened my own shop and have well over 50 million of assets under management. With less then 25 clients by design.

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Skills (4)

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Employment

Fisher Investments
Investment Counselor
2005 - 2009
Investment counselor to 170+ high net worth client with assets under management of 300mm plus.
Overview  |  Job History  |  Resume/C.V.

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  • 12 months
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blewline
Type
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Member Since
February 2012
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Charles  D. | Elance

Charles D.