Charles Dinklage

Wharton Certified Retirement Planning Specialist at Sequoia Financial Group
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Contact Information
us****@****om
(386) 825-5501
Location
Burlington, Vermont, US

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Credentials

  • Retirement Planning Specialist - The Wharton School, UPenn
    -
    Jul, 2007
    - Sep, 2024

Experience

  • Sequoia Financial Group
    • Australia
    • Financial Services
    • 1 - 100 Employee
    • Wharton Certified Retirement Planning Specialist
      • Mar 1996 - Present

  • University of Vermont
    • United States
    • Higher Education
    • 700 & Above Employee
    • Business Savvy Instructor
      • 2007 - 2009

  • Progress Financial Resources
    • United States
    • Financial Services
    • Representative
      • 1998 - 2003

      My AXA partners and I served as the financial planning arm of Progress Bank in the Philadelphia area for several years until it was caught up in the "great bank merger" of Fleet Bank and then Bank of America.

  • Marasco Newton Group
    • Consultant
      • 1992 - 1996

      - Guided the EPA on its Superfund and Oil Spills program budgets- Advised EPA officials on optimal staffing allocations

  • Office of Senator Leahy
    • Staffer
      • 1991 - 1992

      Usual gopher duties!

Education

  • The Wharton School
    Retirement Planning Certification, Finance
    2007 - 2007
  • Bates College
    BA, Economics & Russian Minor
    1987 - 1991
  • South Burlington High School
    -

Community

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