I am happy to answer questions about a job, research product, etc. with a 15-minute emailed response

I’m interested in mentoring people from:

    Charles Block

    Vancouver, Washington

    Life Planning Counselor

    Fisher Investments

    Specialties

    Business Development

    Account Management

    Ask Me About

    People I've Reported To

    People I've Worked With

    People Who've Reported to Me

    Where I've Worked

    2018 – Present

    Life Planning Counselor

    Fisher Investments
    U

    2012 – 2015

    Managing Director

    Union Square Advisors
    C

    2006 – 2012

    Independent Equity Trader

    Csb Investments

    Jan 2009 – Dec 2009

    Independent Equity Trader

    M

    Sep 2008 – Dec 2008

    One Stop Senior Services, Consultant (Milano Applied Thesis)

    Milano Policy Practicum
    B

    Jun 2008 – Aug 2008

    Summer Microfinance Research Associate

    BOC Capital Corp

    Sep 2007 – Jun 2008

    Team Consultant

    Accion

    Feb 2008 – Mar 2008

    NYC Council Member Gail Brewer, Team Consultant

    Accion
    A

    Jun 2007 – Jul 2007

    Lead Team Consultant

    Abyssinian Dev. Corp
    O

    Jan 2005 – Jan 2006

    Equity Trader

    Opus Trading
    O

    2005 – 2006

    Equities Trader

    Opus Trading

    Jan 1999 – Jan 2005

    Independent Equity Trader

    F

    Jan 1997 – Jan 1999

    Equity Trader

    First New York Securities

    2016 – 2018

    Investment Counselor

    Fisher Investments
    Where I've Studied

    MBA, Finance

    Fordham University

    management

    Milano Policy Practicum

    finance

    Accion

    Community Development Finance Practicum

    technology

    Milano Policy Practicum

    HISTORY

    Abyssinian Dev. Corp

    Environmental

    Leadership and Community Change

    BA, Mathematics

    College, Geneva, NY

    MS, Urban Policy

    Milano The New School for Management and Urban Policy

    Ask Me for a Referral

    Fisher Investments
    Trenton, NJ and 9 other location(s)
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