Charles Goldman's Email & Phone Number
Charles Goldman's Work Experience
FinTech Evolution Acquisition Group
February 2021 to Present
President, CEO & Director
January 2014 to March 2021
Chair Of The Board Of Directors
January 2011 to July 2020
January 2011 to January 2015
Chairman of the Board
September 2013 to January 2014
January 2010 to January 2014
January 2012 to March 2013
President, Institutional Platforms
January 2009 to March 2010
May 2007 to December 2008
March 2005 to May 2007
Head of Strategy, M&A, Venture Capital
May 2004 to April 2005
Head M&A and Venture Capital
March 2002 to May 2004
Head Venture Capital
January 2001 to March 2002
January 1996 to December 2000
The Boston Consulting Group
June 1991 to December 1996
June 1987 to June 1989
Charles Goldman's Education
UCLA Anderson School of Management
January 1989 to January 1991
University of Southern California
January 1985 to January 1987
Charles Goldman's Professional Skills Radar Chart
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Charles Goldman's Estimated Salary Range
About Charles Goldman's Current CompanyFinTech Evolution Acquisition Group
Frequently Asked Questions about Charles Goldman
What company does Charles Goldman work for?
Charles Goldman works for FinTech Evolution Acquisition Group
What is Charles Goldman's role at FinTech Evolution Acquisition Group?
Charles Goldman is Chairman
What is Charles Goldman's business email address?
Charles Goldman's business email address is charles.goldman@***.***
What is Charles Goldman's Phone Number?
Charles Goldman's phone (213) ***-*404
What industry does Charles Goldman work in?
Charles Goldman works in the Financial Services industry.
About Charles Goldman
💼 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.
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.
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In a nutshell
Charles Goldman's Ranking
Ranked #833 out of 16,660 for Chairman in California
Charles Goldman's Personality Type
Extraversion (E), Sensing (S), Feeling (F), Perceiving (P)
2 year(s), 0 month(s)
Charles Goldman's Willingness to Change Jobs
Open to opportunity?
There's 86% chance that Charles Goldman is seeking for new opportunities