Charles R. Shaw
- Role
- Equitable Advisors
- Location
- Cleveland, OH, US
- LinkedIn followers
- 500 followers
About Charles R. Shaw
Building winning investment strategies that grow value for wealthy clients and corporate…
Experience
Present
Education
Kaplan University
Financial Planning Education Program
The Wharton School
Securities Industry Institute
United States Naval Academy Preparatory School
United States Naval Academy Preparatory School
Indiana University of Pennsylvania
Bachelor of Science - BS, Accounting and Business/Management
University of Pittsburgh Joseph M. Katz Graduate School of Business
Master of Business Administration - MBA, Finance
Skills
- Private Banking
- Investment Management
- Investment Banking
- Wealth Management Services
- Mutual Funds
- Hedge Funds
- Risk Management
- Estate Planning
- Financial Services
- Investments
- Insurance
- Investment Advisory
- Series 7
- Finance
- High Net Worth Individuals
- Strategic Financial Planning
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