Daniel P. Charles
Rockhurst University
Tell me more about Daniel P. Charles?
Daniel P. Charles is an accomplished executive with 23.8 years of experience in executive management, sales management, and individual contributor. He has a strong background in developing and marketing real assets across all channels globally. Daniel has held various leadership positions at renowned companies such as Cohen & Steers and William Blair, where he has demonstrated success in executive management, sales management, and portfolio management. He is skilled in mutual funds, asset management, and investments, and has a proven track record of success in the financial services industry. Daniel is currently based in Kirkwood, Missouri.
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About
Accomplished executive with a demonstrated track record of success as a leader in executive management, sales management and individual contributor. Deep experience successfully developing and marketing real assets including real estate, infrastructure, equities, fixed income, multi-asset and alternatives across the capital structure across all channels globally.
Work Experience
head of global distribution at cohen & steers
Head of Global Distribution
Financial Services
Daniel P. Charles's Professional Milestones
- Managing Director (2007-12-01~2010-03-01): Driving organizational success by implementing strategic planning and effective leadership.
- Vice President (2005-08-01~2007-11-01): Driving strategic initiatives to expand business opportunities and increase profitability.
Education
Marketing,
Bachelors,
Bachelor Of Science In Business Administration
1984-1988Skill
Mutual Funds
Asset Management
Investments
Alternative Investments
Series 7
Equities
Portfolio Management
Asset Allocation
Management
Hedge Funds
Investment Management
Series 63
Fixed Income
Investment Advisory
Securities
Wealth Management
Strategic Planning
Financial Services
Asset Managment
Financial Analysis
Certification
Colleagues
Matthew Stadler
Chief Financial Officer
Daniel Longmuir
Chief Technology Officer
James Giallanza
Executive Vice President | Director Of Investment Administration | Treasurer | Chief Financial Officer | Registered Mutual Funds
Robert Steers
Chief Executive Officer
Susi Pitura
International Chief Operating Officer
Other Named Daniel P. Charles
Frequently asked questions
We found 2 Daniel P. Charles's email addresses
We found 2 Daniel P. Charles's phone numbers
Daniel P. Charles's social media include: Linkedin,
Daniel P. Charles works for Cohen & Steers
Daniel P. Charles's role in Cohen & Steers is head of global distribution at cohen & steers
Daniel P. Charles works in the industry of Financial Services
Daniel P. Charles's colleagues are Matthew Stadler,Daniel Longmuir,James Giallanza
Daniel P. Charles's latest job experience is head of global distribution at cohen & steers at Cohen & Steers
Daniel P. Charles's latest education in Rockhurst University