Charles Paksi

Role
Director of Strategic Development at Altium Wealth
Location
Stamford, CT, US
LinkedIn followers
500 followers
General Business & ManagementView LinkedIn profile

About Charles Paksi

How can we empower you to your pursuit of fulfillment? Your Wealth. Our Wisdom.…

Experience

  1. Director of Strategic Development

    Altium Wealth

    Present

Education

  • NYU Stern School of Business

    MBA, Leadership, Strategy, and Marketing

    2008 — 2013

  • Wisconsin School of Business

    BBA, Finance

    1995 — 2000

  • University of Wisconsin-Madison

    Bachelor of Business Administration (BBA), Finance, General

    1995 — 2000

Skills

  • Social Networking
  • Briefing
  • Management
  • Tactical Asset Allocation
  • Leadership Development
  • Sales Presentations
  • Asset Management
  • Investments
  • Fixed Income
  • Municipal Bonds
  • Electronic Trading
  • Territory Analysis
  • Corporate Bonds
  • Military Operations
  • Asset Allocation
  • Strategic Leadership
  • Cross-Functional Team Leadership
  • Building Relationships
  • Inside Sales
  • Client Retention
  • Hedge Funds
  • Trading
  • Client Development
  • Client Communications
  • Territory Planning
  • Entrepreneurship
  • Rebalancing
  • Organizational Leadership
  • Project Implementation
  • Military Leadership
  • Territory Penetration
  • Counterinsurgency
  • Etfs
  • Strategic Planning
  • Relationship Development
  • Client Relationship Building
  • Direct Sales
  • Team Management
  • Risk Mitigation
  • Strategy Development

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Charles Paksi — Director of Strategic Development at Altium Wealth in Stamford, CT, US | Unifers