Charlie Boardman
Private Wealth Advisor at Capital Group Private Client Services
- Role
- Private Wealth Advisor at Capital Group Private Client Services
- Location
- Burlington, VT, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Charlie Boardman
As a Private Wealth Advisor at Capital Group Private Client Services, I work with a range…
Experience
Private Wealth Advisor
Capital Group Private Client Services
Apr 2025 — Present · New York, NY, US
Education
University of Vermont
Bachelor of Science - BS, Finance, General
2015 — 2018
Rice Memorial High School
High School Diploma
Skills
- Ibm Spss
- Microsoft Excel
- Powerpoint
- Jmp
- Photoshop
- Accounting
- Social Media
- Leadership
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