Talk to sales Try for Free
Charlie Gumz

Charlie Gumz

Student Caller

Followers of Charlie Gumz1000 followers
location of Charlie GumzNew York City Metropolitan Area

Connect with Charlie Gumz to Send Message

Connect

Connect with Charlie Gumz to Send Message

Connect

  • Timeline

  • About me

    Vice President at Newbury Partners

  • Education

    • University of Cape Town

      2010 - 2010
      Bachelor of Art Peace and Conflict Studies

      Spring Semester Study Abroad

    • Columbia Business School

      2019 - 2021
      Master of Business Administration - MBA

      Graduated with Dean's Honors

    • Colgate University

      2007 - 2011
      Bachelor of Arts Peace and Conflict Studies

      Activities and Societies: Sigma Chi Fraternity, Model African Union, Greek Life Advisory Council, Varsity Lacrosse

    • Brunswick School

      2002 - 2006

  • Experience

    • Colgate University

      Sept 2009 - May 2011
      Student Caller

    • AIG

      Jul 2011 - Mar 2013
      Research Associate

    • Lord, Abbett & Co. LLC

      Apr 2013 - Aug 2014
      Regional Consultant

    • Jefferies

      Aug 2014 - Mar 2023

      • Investment Banking - Private Capital Advisory

        Sept 2021 - Mar 2023

      • Firm Management and Strategic Planning (Office of the President)

        Mar 2018 - Aug 2021

      • Investment Banking

        Aug 2014 - Mar 2018

    • Newbury Partners

      Apr 2023 - now
      Vice President

  • Licenses & Certifications

    • Series 66

      Financial Industry Regulatory Authority (FINRA)

    • Series 79

      Financial Industry Regulatory Authority (FINRA)

    • Series 7

      Financial Industry Regulatory Authority (FINRA)