Charlie Mays is a skilled expert, who works in Mays Wealth Management Group as a Managing Partner since 2020. This person gained professional experience in more than six positions at different companies. Charlie Mays went to the The University of Texas at Arlington and was studying there. Dallas, Texas is the area, where this person was known to be living. The person's e-mail and phone can be easily accessed through SoftwareOfficial by request.
Name variants:
Charles Mays,
Charlene Mays,
Charlotte Mays
Last updated Jul 07, 2024
Contact Information
Last Update
Jul 5, 2022
Email
ch**@yahoo.com
Location
Dallas, TX
Company
Mays Wealth Management Group
Workplace
Managing Partner
Work History
Senior Portfolio Manager
100 Crescent Ct SUITE 1130, Dallas, TX 75201
from Jun 2019
Rhoads Lucca Portfolio Manager and Advisor
14755 Preston Rd SUITE 700, Dallas, TX 75254
Advise High Net Worth Clients
Direct M&A activity for the Firm
Manage 600 million AUM
Managed intraday hedge exposure in the Company
s 40 act long-short fund using index derivatives
De...
Jan 1, 2008 — Jun 2019
President and General Partner
Developed and implemented marketing strategies
Assess client risk profile through financial and credit analysis
Provide client funding and management of accounts receivable
Developed and...
2002 — 2008
Position Trader
1201 Elm St SUITE 3500, Dallas, TX 75202
Managed company
s proprietary capital with a focus on pairs and aggressive directional strategies
Responsible for executing risk management parameters
Developed proprietary trading syste...
1998 — 2002
Vice President of Proprietary and Institutional Trading
Market Maker in large cap NASDAQ stocks
Responsible for the profitability of the firm
s proprietary trading segment
Coordinated and oversaw the implementation of NASDAQ and SEC regulator...
1992 — 1998
Education
Occupations
Executive
Managing Partner
Financial Broker
Portfolio Manager
Partner
Chief Executive
Investment Analyst
Financial Analyst
Skills
Series 7
Alternative Investments
Asset Management
Investments
Equities
Hedge Funds
Portfolio Management
Securities
Mutual Funds
Series 63
Fixed Income
Asset Allocation
Wealth Management
Investment Advisory
Capital Markets
Trading
Options
Investment Strategies
Financial Services
Risk Management
Asset Managment
Customer Service