Charlotte Claire Bowie

Relationship Manager at TSG Wealth Management
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Location
Olympic Valley, California, United States, US

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Experience

    • United States
    • Financial Services
    • 1 - 100 Employee
    • Relationship Manager
      • Oct 2023 - Present

      Incline Village, Nevada, United States

    • United States
    • Financial Services
    • 700 & Above Employee
    • Wealth Management Professional
      • 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

    • United States
    • Retail Apparel and Fashion
    • 1 - 100 Employee
    • Associate Planner
      • Apr 2019 - Aug 2021

      Greater Los Angeles Area

    • Assistant Planner
      • 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

    • Spain
    • Architecture and Planning
    • 1 - 100 Employee
    • Marketing Coordinator and Online Inventory Specialist
      • 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

    • Lift Operations
      • Oct 2017 - Mar 2018

      Olympic Valley, CA Part-time Lift Operator working 10 hr shifts at one of the best resorts in the country

    • United States
    • International Affairs
    • 1 - 100 Employee
    • Front & Phone Desk Operator
      • Jul 2017 - Sep 2017

      Tahoe City, CA Helped with the general operations of the rafting company on ten hour shifts

    • United States
    • Writing and Editing
    • 1 - 100 Employee
    • Creative Director
      • 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

    • United States
    • Retail Apparel and Fashion
    • 500 - 600 Employee
    • Showroom Sales Intern
      • 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

    • United States
    • Computer Networking Products
    • 1 - 100 Employee
    • HR Representative
      • 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

    • United States
    • Higher Education
    • 700 & Above Employee
    • Track Athlete
      • Aug 2013 - Jul 2015

      -Division I, 800m., 20+ hours/wk -Year-round daily track and lifting workouts -Recruiting host, social activities coordinator

    • United States
    • Sporting Goods Manufacturing
    • 1 - 100 Employee
    • Retail Sales Associate & Assistant Merchandiser
      • 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.

    • United States
    • Recreational Facilities
    • 100 - 200 Employee
    • Wrangler
      • 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.

    • United States
    • Retail
    • Retail Clerk
      • 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

Education

  • Cornell University
    Bachelor's Degree, Fiber Science & Design Management: Marketing & Product Development Concentration
    2013 - 2017
  • Kaplan University
    Certified Financial Planner ™ Accelerated Education Program, Financial Planning and Services
    2020 - 2021
  • Los Altos High School
    High School
    2009 - 2013

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