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Charles Roberts
Retired at The Washington Trust Company
Charles Roberts, a seasoned financial expert with 33 years of experience, holds a Bachelor of Arts degree from Bowdoin College and is proficient in Spanish, with expertise in Estate Planning, Investments, and Wealth Management.
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Location
North Kingstown, Rhode Island, United States, US
Languages
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Spanish -
Skills
- Estate Planning
- Investments
- Banking
- Business Development
- Investment Strategies
- Show all
Bio
Generated by
Topline AI
Charles Roberts is a seasoned professional with a strong background in finance and business development.
He has held key positions at The Washington Trust Company and Rhode Island Hospital Trust Bank, where he has gained extensive experience in investment management, business development, and estate planning.
With a Bachelor of Arts degree in Economics from Bowdoin College, Charles has developed a solid foundation in economics and has applied his knowledge to drive business growth and investment strategies.
Experience
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Retired
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Nov 1990 - Present
Business Development and Estate Planning
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Rhode Island Hospital Trust Bank
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Providence, Rhode Island and Naples, Florida
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Vice President
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Dec 1974 - Mar 1985
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Providence, Rhode Island and Naples, Florida
Investment Management and Business Development
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Education
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1970 - 1974Bowdoin College
Bachelor of Arts (B.A.), Economics -
high school
Suggested Services
This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection
Industry Focus. “Investment Banking”
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