Charles Green

Financial Solutions Advisor

Role
Financial Solutions Advisor at Merrill Lynch
Location
Raleigh-Durham-Chapel Hill, NC, US
LinkedIn followers
500 followers
Sales & Business DevelopmentView LinkedIn profile

About Charles Green

Dedicated to helping clients achieve their financial goals by educating, planning, and…

Experience

  1. Financial Solutions Advisor

    Merrill Lynch

    Sep 2022 — Present

Education

  • Campbell University

    Master's degree, Trust & Wealth Management

    2021

  • University of North Carolina Wilmington

    Bachelor of Science - BS, Business-Finance, minor in Psychology

    2018

  • University of North Carolina Wilmington

    Bachelor of Arts - BA, International Studies-Globilization

    2018

  • HSB Hochschule Bremen – City University of Applied Sciences

    Finance, International Business

    2015 — 2015

Skills

  • Powerpoint
  • Organizational Leadership
  • Finance
  • Non-Profit Leadership
  • Communication
  • Customer Service
  • Sales
  • Time Management
  • Cashiering
  • Microsoft Word

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Charles Green — Financial Solutions Advisor at Merrill Lynch in Raleigh-Durham-Chapel Hill, NC, US | Unifers