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Charles T. Cummings

Employee Retirement Education Consultant at PNC

Intro Book

Financial expert with expertise in retirement planning education and client relationship management.

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Location

Baltimore, Maryland, United States, US

Skills

Financial Services
Securities
Banking
Mutual Funds
Retirement Planning Education
Management
Public Speaking
Risk Management
Credit Analysis
Strategic Planning
Leadership
Show all

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Rate

This rate is determined by the professional's skill set, client collaboration, experience and appearance on lineups.

$125.0

Hourly Rate

How This Rate is Calculated

Okay, let’s tackle this. So Charles has 7+ years of experience in financial services, specifically in employee retirement education. He holds a Bachelor of Science degree in Business Administration and Management, which is a solid foundation. He’s also a Chartered Retirement Planning Counselor, which is a professional designation. Skills like financial planning, retirement education, and client relationship management are in demand. Location is Baltimore, MD, which is a mid-sized city. Financial professionals with his level of experience and education typically charge lower rates. Maybe around $100–$150 per hour? But considering his professional designation, maybe higher. Some financial advisors with similar experience might average $120–$180. So I’ll estimate around $125

Bio

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Topline AI

Charles T. Cummings is a seasoned financial professional with 7+ years of experience in managing client relationships, providing educational workshops, and conducting one-on-one counseling sessions on investments and retirement planning. He holds a Bachelor of Science degree in Business Administration and Management and is a Chartered Retirement Planning Counselor.

Credentials

Chartered Retirement Planning Counselor℠ or CRPC® Professional Designation

College for Financial Planning
Series 6, 7, & 63.

-

Experience

PNC
- Baltimore, Maryland
- Employee Retirement Education Consultant
  - Oct 2016 - Present
  - Baltimore, Maryland
  Manages client relationship at the site/location from an educational perspective. Builds and fosters positive/productive relationships, with HR management team, Plan Administrators, and participants.Responsible for group education meetings by delivering workshops on investments and retirement goals. Conducts one-on-one counseling sessions with Client's employees.Provides participants with insight into the funds offered under each client’s plan with an understanding of fund objectives and performance.Identified asset retention and gathering opportunities and initiated appropriate discussions with participants.

Education

1990 - 1994

Washington College
Bachelor of Science (B.S.), Business Administration and Management, General

1990 - 1994

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Financial Services”

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Charles T. Cummings

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100 Credits For FREE

$125.0

Hourly Rate