Charlie Dear
Financial Professional at Equitable Advisors
- Role
- Financial Professional at Equitable Advisors
- Location
- Cleveland, OH, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Charlie Dear
At Equitable Advisors, I help individuals through an all-inclusive planning approach…
Experience
Financial Professional
Jan 2020 — Present · Cleveland, OH, US
AXA Advisors has updated the overall brand for our family of companies to Equitable Advisors (effective January 14, 2020).
Education
University of Mount Union
Business Management, Finance
2014 — 2017
The University of Toledo
Business
2013 — 2013
Skills
- Project Management
- Microsoft Word
- Strategic Planning
- Research
- Leadership
- Microsoft Office
- Management
- Customer Service
- Powerpoint
- Microsoft Excel
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