I’m interested in mentoring people from:

    Charles Latimer

    Caldwell, New Jersey

    Director of National Recruiting

    Private Advisor Group Inc.

    Sales Leadership - Financial Services & RIA Industry)

    Please take a look at my resume and let me know if you'd like to have an intro call. I have expert level knowledge of the RIA landscape as well as Financial Advisor markets in general. I'm seeking a truly unique opportunity. Thank you, Charlie


    check markAccount Management

    check markBusiness Development

    check markSales

    check markSales Management & Operations

    Where I've Worked

    Apr 2016 – Present

    Director of National Recruiting

    Private Advisor Group Inc.
    TD Ameritrade Institutional logo

    Aug 2011 – Mar 2016

    Sales Vice President

    TD Ameritrade Institutional

    Jun 2008 – Aug 2011

    Business Development Officer

    Schwab Advisor Services

    Mar 2007 – Jan 2008

    Director, Institutional Sales

    Amba Research USA Inc

    Mar 2006 – Mar 2007

    Director of Sales & Marketing

    Cuttone & Company, Inc
    Bloomberg LP logo

    Aug 2000 – Mar 2006

    Sales and Relationship Management

    Bloomberg LP

    Jul 1997 – Aug 2000

    Co-Founder, Private Equity

    Norteastern Aquapure, Inc
    Federal Reserve Bank of New York logo

    Aug 1991 – Jul 1997

    Financial Analyst, Bank Surveillance

    Federal Reserve Bank of New York
    Where I've Studied


    MBA, Finance

    Seton Hall University


    Bachelors, Finance

    Seton Hall University

    Ask Me About

    People I've Reported To

    People I've Worked With

    People Who've Reported to Me

    Ask Me for a Referral

    Private Advisor Group Inc.

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