Charlotte Claire Bowie
Relationship Manager at TSG Wealth Management- Claim this Profile
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Experience
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TSG Wealth Management
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United States
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Financial Services
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1 - 100 Employee
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Relationship Manager
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Oct 2023 - Present
Incline Village, Nevada, United States
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Goldman Sachs
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United States
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Financial Services
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700 & Above Employee
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Wealth Management Professional
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Aug 2021 - Sep 2023
San Francisco, California, United States -Directly service ultra-high-net-worth individuals and families with matters involving estate planning, single stock diversification, executive compensation management and alternative investment opportunities -Support advisors in the implementation of new client accounts, portfolio adjustments and trade executions -Act as a backend liaison for various departments and subject matter experts involved in PWM business
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MOTHER Denim
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United States
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Retail Apparel and Fashion
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1 - 100 Employee
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Associate Planner
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Apr 2019 - Aug 2021
Greater Los Angeles Area
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Assistant Planner
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Mar 2018 - Apr 2019
Greater Los Angeles Area -Develop company sales and inventory financial forecasts for executive team -Assist in the development, planning, production and communication of seasonal and basic product line strategies to meet or exceed financial goals -Create and analyze replenishment plans for production, seasonal and fabric buys -Lead Basics Line production allocation according to demand and financial targets
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Gap
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Spain
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Architecture and Planning
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1 - 100 Employee
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Marketing Coordinator and Online Inventory Specialist
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Oct 2017 - Mar 2018
San Francisco, California -Work with Gap.inc programs to ensure the arrival of products on site and to DC -Merchandise site for three departments for optimal selling and customer experience
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Lift Operations
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Oct 2017 - Mar 2018
Olympic Valley, CA Part-time Lift Operator working 10 hr shifts at one of the best resorts in the country
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Truckee River Rafting
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United States
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International Affairs
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1 - 100 Employee
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Front & Phone Desk Operator
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Jul 2017 - Sep 2017
Tahoe City, CA Helped with the general operations of the rafting company on ten hour shifts
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Thread Magazine
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United States
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Writing and Editing
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1 - 100 Employee
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Creative Director
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Jan 2016 - Dec 2016
Cornell University Cornell's only fashion, art and lifestyle magazine - Create the theme and photo shoots of 2 magazine issues a year - Organize ~50 students to work together and execute a dynamic issue on a tight deadline
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7 For All Mankind
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United States
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Retail Apparel and Fashion
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500 - 600 Employee
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Showroom Sales Intern
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Jun 2016 - Aug 2016
Downtown Los Angeles - Compiled an extensive research tool of market analysis for store prospecting - Acquired a deep understanding for the product and sales life cycles from a Sales team and Planning side - Learned the every day and seasonal jobs of a brand showroom
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Aerohive Networks
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United States
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Computer Networking Products
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1 - 100 Employee
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HR Representative
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Jun 2015 - Aug 2015
Sunnyvale, CA -Organized interview schedules for all of Executive Board -Contacted candidates for onsite interviews and onboarding information -Coordinated travel plans and department expenses
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Cornell University
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United States
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Higher Education
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700 & Above Employee
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Track Athlete
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Aug 2013 - Jul 2015
-Division I, 800m., 20+ hours/wk -Year-round daily track and lifting workouts -Recruiting host, social activities coordinator
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Any Mountain Outdoor Outlet
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United States
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Sporting Goods Manufacturing
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1 - 100 Employee
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Retail Sales Associate & Assistant Merchandiser
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Jun 2014 - Jan 2015
Redwood City, CA - Merchandised incoming goods in clothing department -Assisted customers in making informed purchases of outdoor clothing and gear -Gained high level of knowledge regarding outdoor equipment for hiking, backpacking, skiing, snowboarding.
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Philmont Scout Ranch
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United States
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Recreational Facilities
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100 - 200 Employee
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Wrangler
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Jun 2013 - Aug 2013
Cimarron, NM -Lived in several backcountry locations -Worked with a team of twenty-two wranglers providing care for 300 horses -Taught and supervised Boy Scouts and adult leaders as they learned horsemanship.
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Adventure Toys
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United States
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Retail
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Retail Clerk
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Jun 2011 - May 2013
Los Altos, CA -Learned marketing, merchandising, and management approaches for a high-end boutique store -Provided knowledgeable advice to customers regarding toy and child educational purchases
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Education
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Cornell University
Bachelor's Degree, Fiber Science & Design Management: Marketing & Product Development Concentration -
Kaplan University
Certified Financial Planner ™ Accelerated Education Program, Financial Planning and Services -
Los Altos High School
High School