Since 2020, Charlotte Irwin has been working in Berkshire Bank situated 499, 499. Charlotte Irwin is a proficient Vp, Wealth Portfolio Manager with over one years of work experience. According to Charlotte's resume and work profile, Charlotte Irwin has worked at more than four companies with diverse backgrounds and got various skills. Charlotte attended school at the Hult International Business School from 2014 to 2015. This person has professional certification as Series 7 and Series 63 and Charlotte has studied English and Italian. Charlotte can be found in London, Ohio – where this expert is currently located. You can search for their email address and phone. We can also provide you with exhaustive contact information upon request.
Name variants:
Charlote Irwin,
Charlette Irwin,
Lotta Irwin,
Lottie Irwin,
Lotty Irwin,
Lola Irwin,
Lolita Irwin,
Chattie Irwin,
Charlie Irwin,
Shirley Irwin
Last updated Jul 06, 2024
Contact Information
Workplace
Vp, Wealth Portfolio Manager
Johnstown, NY
Industry
Federal Savings Institution, National Commercial Bank
Colleagues
Work History
Research Strategist
1 Lincoln St, Boston, MA 02135
Conduct original analysis of the capital markets. Design thought leadership content for SSGA’s US intermediary business group including conference presentations and thought leadership pieces...
from Feb 1, 2016
Financial Representative
245 Summer St, Boston, MA 02210
Advised clients on investment products and theories. Assisted with trading in
equities, mutual funds, options, CD's and money movement requests.
Worked in a team of 10 servicing HNW clien...
Nov 2013 — Aug 2014
Summer Research Assistant
64 Pleasant St, Watertown, MA 02472
Performed preliminary research for design proposals for international architecture
Synthesized findings into presentations given to design team and assisted with
follow-up research during...
Jun 2012 — Aug 2012
Education
2014 — 2015
2013 — 2013
2010 — 2013
Occupations
Executive
Vice President
Financial Broker
Portfolio Manager
Chief Executive
Investment Analyst
Financial Analyst
Skills
Charlotte
Loan Servicing
Series 63
Handling Money
Japanese
Usa
International Business
Boston
Hnw
International
Economics
Nasd
Risk Modeling
Poland
Mvp
Community
Brazil
Women's
Market Planning
Logistics
Peace Studies
Russian
Languages
Forecasting
Caia
Fidelity
Investments
Academic
International Relations
English
Finance
Cd
Cyprus
Financial Services
Equities
Rivers
Mutual Funds
Renovation
Latvia
Microsoft Office
Finra
Shelter
Medicine
Proposal Writing
Treatment
Italian
Environmental Science
Business Intelligence
Financial Analysis
Series 7
Travel
Msc
Procurement
Wine
Switzerland
Project
Management
Distribution Center Operations
Design
Finland
Estonia
Research
Political Economy
Trading
International Economics
Architecture
Capstone
Presentations
Crm
Metrics
Securities
London
Competition
Chartered Financial Analyst
Oil and Gas
FAQs about Charlotte Irwin
What is the profession of Charlotte Irwin?
This professional's job is Vp, Wealth Portfolio Manager
What are the profession of Charlotte Irwin?
These person's professions are Executive and Vice President
Where does Charlotte Irwin live?
Charlotte lives in London, Ohio.
Does Charlotte have the email address?
ch**@gmail.com is Charlotte Irwin's email address.
How many companies did Charlotte Irwin work at?
The professional worked at four jobs.
Where has Charlotte Irwin studied?
Charlotte studied at the Hult International Business School from 2014 to 2015.
Are there any certifications Charlotte Irwin has?
The professional received the following certifications: Series 7, Series 63, and Financial Industry Regulatory Authority (Finra).
What languages does Charlotte Irwin speak?
Charlotte Irwin speaks English, Italian, and Russian.