Charles Fry
Senior Vice President @Baird
Milwaukee, WI, US
EMAILS
MOBILE NUMBERS
+91 *********19
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WORK HISTORY
Feb 2023 — Present
Senior Vice President @Baird
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I am a personal CFO to my clients. Private Wealth Management Retirement & Financial Planning Investment Management Retirement Account Asset Allocation 401(k) Roll-Overs from career changes or retirement Life Insurance Cash Flow Analysis Employer Provided Benefits Analysis Education Funding
SKILLS
Strategic Financial PlanningAsset AllocationFinanceWealth ManagementInsuranceNew Business DevelopmentInvestment AdvisoryFinancial AdvisoryInvestment ManagementEquitiesSeries 7Uniform Combined State LawRetirement PlanningEquity ResearchRetirementPortfolio ManagementSeries 66Mutual FundsCustomer ServiceFinancial PlanningEquity ValuationSalesInvestments
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