C

Charles's contacts

Position:Assistant Director of Financial Planning at Beauchamp Maleki Group
Experience:11 years
Location:Milwaukee, Wisconsin, United States

How to contact Charles

Found email addresses for Charles:
****@marquette.edu,
c***@northwesternmutual.com,
****@aol.com,
c***@hotmail.com
Found phone number for Charles:
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Work Experience

Assistant Director of Financial Planning at Beauchamp Maleki Group

May 2023 - Current

Financial Planning Consultant at Northwestern Mutual

Aug 2021 - Apr 2023

Financial Analyst at Northwestern Mutual

Jun 2020 - May 2021

Financial Representative Intern at Northwestern Mutual

Jun 2019 - Dec 2019

Marquette Men's Golf Team at Marquette University

Sep 2015 - May 2019

Investment Intern at Beauchamp Maleki Group

Jun 2018 - Aug 2018

Charles started working in 2015, then the employee has changed 2 companies and 5 jobs. On average, Charles works for one company for 1 year 7 months.

Education

Bachelor of Business Administration - BBA at Marquette University

Homestead High School

Current Company Information Beauchamp Maleki Group

Name: Beauchamp Maleki Group

Speciality: Wealth Management, Business Planning, Estate Planning, Invesment Solutions, Risk Management Services, Alternative Investments, Business Succession Planning, Charitable Giving

Location: Milwaukee, WI, United States

Employees: 10-50

HQ Phone: 414-270-1890

Description: At BMG, we specialize in working with privately held companies by offering comprehensive financial plans that integrate: Business Planning | Estate Planning | Succession Planning...

Frequently Asked Questions

What is Charles's minimum period of employment in the companies?

Charles's minimum period of employment in various companies is 2 months.

What is Charles's average duration of employment for different companies?

On average, Charles works for one company for 1 year 5 months

What industries has Charles worked in?

Charles works in the Financial Services. Previously, Charles worked in the Higher Education.

What positions has Charles held before?

Previously, Charles worked as a Financial Planning Consultant, and Financial Analyst, and Financial Representative Intern, and Marquette Men's Golf Team, and Investment Intern.

How do I contact Charles?

Charles's email address is _******s@bmg-nm.com, phone number is +1-323-***-**79. Sign up to get contact details.

Who are Charles's peers at other companies?

Charles's peers at other companies are Rebekah Brown

Charles Namesakes

Name
Company
Position
C
KBP Brands
Co Manager

Similar profiles

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Assistant Director of Financial Planning

Other employees at Beauchamp Maleki Group

Name
Company
Position
T
Research Analyst and Client Service Associate
A
Private Wealth Management Intern
S
Client Operations and Service Coordinator

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