CoverProfile

Charles Plaster

Senior Analyst

Segment Wealth Management

United States, Texas, Houston

About Me

Experienced Associate with a demonstrated history of working in the management industry. Skilled in Microsoft Excel, Customer Service, Microsoft Word, Microsoft PowerPoint, and Strategic Planning. Strong professional with a Bachelor's Degree focused in Business Information Systems from Henderson State University.

Profile Information

Senior Analyst

Segment Wealth Management

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

Houston

Texas

United States

Aug 19, 2024

More profiles to browse

JH
Jen Heerensperger
Client Advisor and Portfolio Manager
GW
Gwen Wilmeth
Chief Compliance Officer, Controller
Profile Photo
Gil Baumgarten
Founder, President & CEO
Profile Photo
Ryan Farias
Senior Portfolio Manager

You Might Like

TP
Thomas Parkhurst
Chief Compliance Officer
Altravue
BH
Bob Helmer
President Emeritus
Baldwin Wallace University
ME
Michelle Elliott
Chief Operating Officer & Senior Client Service Manager
Kowalski Financial
RA
Richard A. Davies
Partner, COO & CCO
O‘Brien Wealth Partners LLC