National Sales Director@ Santander Bank, N.A.
Philadelphia, Pennsylvania, United States
Charlie Wermuth
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Tell me more about Charlie Wermuth?
FlashIntel GPTCharlie Wermuth is a highly experienced professional with 27.8 years of work experience in investments, financial services, securities, mutual funds, and leadership. He has a strong background in asset management, loans, wealth management, and financial advisory. Charlie has worked in various roles, including National Sales Director at Santander Bank, N.A. and Market Executive at M&T Bank. He is skilled in sales management, strategic planning, and investment advisory. Charlie is based in the United States and has a passion for helping clients create, manage, protect, and distribute wealth.
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Emails and Phone Numbers
About
Helping clients create, manage, protect and distribute wealth
Work Experience
National Sales Director
National Sales Director
Banking
Charlie Wermuth's Professional Milestones
- Senior Vice President And Regional Sales Manager (2006-01-01~2013-02-01): Achieved record-breaking sales growth, accelerating the company's market share and increasing revenue.
- Vice President Investment Advisor (1998-01-01~2003-01-01): Developed strategic plans and achieved significant returns for clients through targeted investment strategies.
Education
Skill
Investments
Financial Services
Securities
Mutual Funds
Leadership
Asset Management
Loans
Wealth Management
Management
Financial Advisory
Mortgage Lending
Financial Planning
Sales Management
Series 7
Finance
Coaching
Wealth
Insurance
Retirement
Finra
Strategic Planning
Retirement Planning
401k
Series 63
Relationship Management
Series 6
Fixed Annuities
Life Insurance
Investment Advisory
Financial Analysis
Asset Allocation
Investment Strategies
Banking
Portfolio Management
Athletics
Etfs
Investment Management
401k Rollovers
Estate Planning
Variable Annuities
Soccer
Wealth Management Services
Iras
Series 24
Strategic Financial Planning
Bonds
Series 65
Certification
Colleagues
Other Named Charlie Wermuth
Frequently asked questions
We found 6 Charlie Wermuth's email addresses
We found 1 Charlie Wermuth's phone numbers
Charlie Wermuth's social media include: Linkedin,
Charlie Wermuth works for Santander Bank, N.A.
Charlie Wermuth's role in Santander Bank, N.A. is National Sales Director
Charlie Wermuth works in the industry of Banking
Charlie Wermuth's colleagues are Brent Soura,Mohammed Omer,Jose Mendez
Charlie Wermuth's latest job experience is National Sales Director at Santander Bank, N.A.
Charlie Wermuth's latest education in Rider University
