Jackie Charnley
The Charnley Collective
- Role
- Chairman at Charnley & Rostvold
- Location
- San Juan Capistrano, CA, US
- LinkedIn followers
- 500 followers
About Jackie Charnley
Successful guide to grow asset management firms, investment professional careers, sales…
Experience
Chairman
Jun 1978 — Present · San Juan Capistrano, CA, US
Management consulting firm helping investment management companies and institutional consultants with their marketing strategies. Areas of expertise include institutional marketing plans, competitive positioning, key messages and presentation development or refinement and presentation coaching.
Education
National Association of Corporate Directors
Certificate of Director Education
2010
UC Irvine
BA, Humanities
1966 — 1971
Skills
- Analysis
- Securities
- Investment Advisory
- Management
- Etfs
- Proposal Writing
- Capital Markets
- Series 7
- Portfolio Management
- Asset Allocation
- Mutual Funds
- 401k
- Equities
- Wealth Management
- Retirement
- Bonds
- Business Analysis
- Emerging Markets
- Financial Markets
- Wealth Management Services
- Investor Relations
- Pensions
- Product Management
- Investment Strategies
- Alternative Investments
- Private Equity
- Investments
- Marketing Strategy
- Fixed Income
- Strategy
- Investment Management
- Asset Management
- Hedge Funds
- Training
- Asset Managment
- Financial Services
- Series 63
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