Charles Werman
Client Strategist - BNY Wealth
- Role
- Client Strategist at Bny Wealth
- Location
- Los Angeles, CA, US
- LinkedIn followers
- 500 followers
Customer/Client ServiceView LinkedIn profile
About Charles Werman
BNY and Bank of New York Mellon are the corporate brand names of The Bank of New York…
Experience
Client Strategist
Feb 2023 — Present · Los Angeles, CA, US
Education
Chapman University
Bachelor of Business Administration - BBA
2013 — 2017
Skills
- Time Management
- Public Speaking
- Philanthropy
- Financial Accounting
- Team Leadership
- Customer Service
- Spanish
- Research
- Social Media
- Powerpoint
- Microsoft Excel
- Event Planning
- Teamwork
- Microsoft Office
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