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Charles Warren's Bio:
Charles Warren's Experience:
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Equity Research Analyst at Regional Broker-Dealer, Investment Bank
August 2011 - November 2012Sell-side equity research analyst covering the traditional and alternative asset managers. Create and maintain financial models, write industry and company research reports, and answer client and sales inquires regarding covered companies. Covered companies: BEN, BLK, BX, EV, FII, IVZ, JNS, KKR, LM, TROW, WDR, WETF
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Equity Research Associate Analyst at Stifel Nicolaus
February 2010 - August 2011Sell-side equity research associate analyst covering the asset management and investment services industries. Create and maintain financial models, write industry and company research reports, and answer client and sales inquires regarding covered companies. Covered companies: AB, BEN, BK, BLK, EV, FII, IVZ, JNS, LM, NTRS, SCHW, SEIC, STT, TROW, WDR
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Private Wealth Management - Registered Sales Associate/Investment Analyst at Stifel Nicolaus
February 2009 - February 2010o Researched and analyzed mutual funds, ETFs, and separate account managers. Created scoring systems on Excel to rank and determine which products to invest in. o Developed a financial model to calculate performance and risk statistics for blended allocations of investments for comparison purposes. o Researched and summarized the latest trends and data for equities. o Researched and analyzed bonds and structured products to offer clients. o Traded equities, bonds, structured notes, and options. o Put together pitch books and PowerPoint presentations to help clients understand our investment strategies.
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Financial Representative at Northwestern Mutual
July 2008 - September 2008 -
Financial Advisor Apprentice at Edward Jones
February 2008 - May 2008 -
Photographer at CRW Photography
August 2012Fashion and advertising photographer based between NYC, Sao Paulo and Buenos Aires. http://www.charlesrwarren.com
Charles Warren's Education:
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College of Charleston
2003 – 2006BS
Charles Warren's Interests & Activities:
Photography, fashion, economics