Charles (Chuck) Privitera — CEO
My passion is being a master connector and a keynote speaker. I specialize in being a disruptive force in financial services, tackling difficult issues of race and gender inequality and inequity in financial outcomes. I am an experienced relationship manager, and business development and revenue development professional. I am considered a trailblazer on race and gender issues in retirement plan savings rates. I have identified large disparities in employee savings and investing rates based on race and gender, and several of the reasons why. Teaching companies the importance of financial wellness in their diversity and inclusion strategy has been a key focus of mine for several years. This topic has become incredibly important in today's socio-economic environment. Companies can dramatically improve their low and middle income employees' lives by being a little more thoughtful around their financial wellness strategy. I can help with this.
Stackforce AI infers this person is a leader in Fintech with a focus on financial wellness and diversity initiatives.
Location: New York City, New York, United States
Experience: 28 yrs 4 mos
Career Highlights
- Trailblazer on race and gender issues in retirement savings.
- Expert in financial wellness and diversity strategies.
- Keynote speaker and master connector in financial services.
Work Experience
Goldman Sachs Ayco
Vice President (4 yrs 9 mos)
Westminster Consulting, LLC
Senior Consultant (4 yrs)
NORTH JERSEY-ROCKLAND CHAPTER SOCIETY FOR HUMAN RESOURCES MGT
President (5 yrs 11 mos)
Gallagher Benefit Services
Regional Retirement Consultant (6 yrs 7 mos)
Small Regional Insurance Agency
Vice President (1 yr 8 mos)
Mercer
Principal (9 yrs)
Independent Health
Institutional Sales (2 yrs)
Education
B.S. at State University of New York Cortland
Study Abroad at London Metropolitan University
High School Diploma at Amherst High School