Charles Goldman's Email & Phone Number

💼 Past Experience

Charles Goldman's education:Charles Goldman attended the University of California at Berkeley where he earned his B.A. in Political Science and his M.A. in Business Administration. He also completed his J.D. from the Yale Law School.

🎓 Education

Charles Goldman has a MBA from UCLA Anderson School of Management and a BS from University of Southern California. He has worked in finance and strategy for over 15 years, most recently with the heft of marketing at Medi-Cal health insurer, Kaiser Permanente. Charles Goldman is highly active in his community, chairing The Charles Goldman School's philanthropic committee and involved in his local organization, the Greater Beverly Hills Chamber of Commerce.

💡 Technical & Interpersonal Skills

Charles Goldman's Professional experience:President & CEO, AssetMark, Inc.Charles Goldman is currently a Chair Of The Board Of Directors at Personal Capital. . Senior Advisor at Bain & Company from 2010 to January 2014 (4 years). . President, CEO & Director at AssetMark in Concord, CA. . Chairman of the Board at AssetMark from September 2013 to January 2014 (5 months) in Pleasant Hill, CA. . Board Member at CFP Board from 2011 to January 2015 (4 years) in Washington D.C. Metro Area. . Head at Schwab Institutional from May 2007 to December 2008 (1 year 8 months). RIA Custody Division. COO at Schwab Institutional from March 2005 to May 2007 (2 years 3 months). RIA Custody Divsion. Co-Founder at Advizent from 2012 to March 2013 (1 year) in Boulder, CO. . President, Institutional Platforms at Fidelity Investments from January 2009 to March 2010 (1 year 3 months). Group includes National Financial (Correspondent Clearing), IWS (RIA Custody and Family Office Services (Family Office Custody). Head of Strategy, M&A, Venture Capital at Charles Schwab from May 2004 to April 2005 (1 year). Lead Schwab Cost Leadership Initiative. Head M&A and Venture Capital at Charles Schwab from March 2002 to May 2004 (2 years 3 months). . Head Venture Capital at Charles Schwab from January 2001 to March 2002 (1 year 3 months). . President at Paramount Farms from January 1996 to December 2000 (5 years). . Manager at The Boston Consulting Group from June 1991 to December 1996 (5 years 7 months). . Analyst at Bankers Trust from June 1987 to June 1989 (2 years 1 month). . .Charles Goldman's interpersonal skills:He has experience from being a CEO, Chair of the Board, and Lead M&A/Venture Cap at Charles Schwab. He also has experience from being President and CEO of AssetMark, and being a Board Member of CFP Board. He also has experience from being Head of Strategy, M&A, and Venture Capital at Charles Schwab and from January 2001 to March 2002 as the President at Paramount Farms. Charles Goldman is also a Certified public accountant.