Charlie B.
Vice President, Wealth Distribution Partners Sales Desk Manager at BlackRock
- Role
- Vice President, Wealth Distribution Partners Sales Desk Manager at Blackrock at BlackRock
- Location
- Atlanta, GA, US
- LinkedIn followers
- 500 followers
About Charlie B.
Charlie Ballard, Vice President, is a Divisional Sales Desk Leader within BlackRock\'s USWA Wealth Distribution Partners. He is responsible for leading a sales team of Internal Wholesalers who partner with Financial Advisors across the Southern United States to build better client portfolios with Mutual Funds, ETF\'s, SMA\'s, Closed End Funds and Alternative Solutions. Charlie joined BlackRock in 2021 as an Internal Wholesaler for their iShares ETFs. Prior to his tenure with the firm, Charlie worked as a licensed Realtor in the Atlanta metro area. Originally from Iowa, he holds a Bachelor\'s degree in Marketing from Illinois Wesleyan University, along with Series 7, Series 66, and Series 24 licenses.
Experience
Vice President, Wealth Distribution Partners Sales Desk Manager at Blackrock
Nov 2023 — Present · Atlanta, GA, US
Education
Project Management Institute (PMI)
Project Management Professional (PMP)
2014
Illinois Wesleyan University
BA
Skills
- Strategic Planning
- Sap
- Financial Analysis
- Project Planning
- Forecasting
- Event Planning
- Corporate Communications
- Budgets
- Trend Analysis
- Analysis
- Forecast
- Crm
- Management
- Research
- Marketing
- Business Strategy
- Account Management
- Finance
- Customer Service
- Pmp
- System Administration
- Project Management
- Microsoft Excel
- Microsoft Office
- Sales
- Investments
- Operations Management
- Powerpoint
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