Charles Castro
Sr. Vice President Investments
- Role
- Sr Vice President at David Lerner Associates, Inc
- Location
- White Plains, NY, US
- LinkedIn followers
- 500 followers
General Business & ManagementView LinkedIn profile
Experience
Sr Vice President
Jun 2008 — Present · White Plains, NY, US
Education
St. Thomas Aquinas College
BS, Marketing
1986 — 1990
Skills
- Cold Calling
- Strategy
- Sales Presentations
- Portfolio Management
- Contract Negotiation
- Selling
- Investments
- Mutual Funds
- Sales
- Sales Process
- Business Development
- Solution Selling
- Business Planning
- Financial Planning
- Strategic Planning
- Alternative Investments
- Salesforce.com
- Strategic Partnerships
- Series 7
- Channel
- Enterprise Software
- Sales Management
- New Business Development
- Asset Management
- Sales Operations
- B2b
- Relationship Management
- Marketing
- Series 63
- Retirement
- Strategic Financial Planning
- Direct Sales
- Retirement Planning
- Business Strategy
- Securities
- Insurance
- Account Management
- Management
- Financial Services
- Crm
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