Charles Perosio
Senior Regional Advisor Consultant
- Role
- Columbia Theadneedle Investments at Columbia Threadneedle Investments
- Location
- Thousand Oaks, CA, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Charles Perosio
Insightful investment professional with over 20 years’ as proven ability at achieving…
Experience
Columbia Theadneedle Investments
Columbia Threadneedle Investments
Apr 2005 — Present
Education
University of California, Berkeley
Bachelor of Science - Business
University of California, Berkeley
Bachelor of Science
1998 — 2000
Skills
- Retirement Planning
- 401k
- Retirement Plan Consulting
- Relationship Management
- Retirement
- Bonds
- Stocks
- Wealth Management Services
- Business Development
- Asset Managment
- Wealth Management
- 529 Plans
- Series 7
- Investment Advisory
- Sales Presentations
- Wealth
- Asset Management
- Sales
- Portfolio Management
- Financial Advisory
- Ira's
- Investments
- Etfs
- Alternative Investments
- Separately Managed Accounts
- Asset Allocation
- Mutual Funds
- Sales Management
- Sales Operations
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