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Cha***sar

Retirement Specialist
View on LinkedIn

Education

Wright State University

Wright State University (1985 - 1990)

  • Degree: B.S.
  • Field of Study: Financial Services/Finance
  • Description: Activities and societies: Kappa Alpha Psi Fraternity, Inc.

Chaminade-Julienne High School (1981 - 1985)

  • Degree: College Prep
  • Description: Activities and societies: Track & Field, Football

Skills:

Customer Service, Health

Work Experience:

Retirement Specialist at Charles Schwab & Co., Inc.

  • Location: Indianapolis, Indiana Area
  • Duration: May 2019 to Present

Retirement Professional at Charles Schwab & Co., Inc.

  • Location: Greater Indianapolis
  • Duration: Sep 2012 to Present

Assistant Girls Track & Field Coach (Sprints) at Fishers High School

  • Location: Fishers, IN
  • Duration: Jan 2006 to Dec 2015
  • Description: Coaches events: 100m,200m,400m, 4X100m and 4X400m relays.

Registered Representative at New York Life Insurance Company

  • Location: Carmel, IN
  • Duration: Dec 2011 to Sep 2012
  • Description: Insurance, investments, and financial services.

Fitness Director/General Manager at Cardinal Fitness

  • Duration: 2008 to Nov 2011
  • Description: Membership development and retention. Sales of personal training and other fitness amenities.

District Manager at Astellas Pharma Inc.

  • Duration: Jul 2004 to Oct 2005
AI Resume Analysis

Candidate Intelligence Report

AI-powered analysis from the perspective of a US hiring director — evaluating career continuity, growth trajectory, and role fit.

Career Continuity & Risk Assessment

Employment GapLow

No significant employment gaps are evident; roles show continuous activity with overlapping responsibilities and a long tenure at Schwab since 2012.

Industry ConsistencyMedium

Career spans financial services/insurance retirement planning and related client services, with concurrent coaching roles in athletics. The core industry is financial services, but non-core experiences exist.

Tenure StabilityMedium

Early career includes several shorter stints (Astellas 2004-2005; Cardinal Fitness 2008-2011; NY Life 2011-2012), followed by a long tenure at Schwab (2012-Present). Overall stability is strong due to Schwab, but early volatility impacts this dimension.

Education-Career MatchMedium

Education is listed as Wright State University without a specified major; career has a strong professional track in sales/retirement planning. While transferable skills exist, the explicit degree-to-career alignment is not clearly demonstrated.

Career Growth Curve

District Manager Entry
Astellas Pharma Inc.
2004-2005
Assistant Girls Track & Field Coach (Sprints) Lateral
Fishers High School
2006-2015
Fitness Director/General Manager Lateral
Cardinal Fitness
2008-2011
Registered Representative Lateral
New York Life Insurance Company
Dec 2011 - Sep 2012
Retirement Professional Entry
Charles Schwab & Co., Inc.
Sep 2012 - May 2019
Retirement Specialist ↑ Promoted
Charles Schwab & Co., Inc.
May 2019 - Present
Assessment: Charles Caesar shows a clear upward trajectory with a long, stable tenure at Charles Schwab complemented by earlier forays into related sales and coaching roles. The progression into more senior retirement-focused roles at Schwab suggests readiness for roles with broader client impact, leadership responsibilities, and complex wealth planning collaborations.

Best-Fit Roles (Top 5)

1

Senior Financial Advisor / Wealth Manager95% fit

Extensive client-facing financial services experience (retirement planning, insurance, investments) and long Schwab tenure underpin a strong fit for high-touch wealth management with fiduciary responsibilities.

2

Retirement Plan Specialist / Retirement Solutions Consultant92% fit

Direct alignment with retirement planning, wealth transfer, and asset protection solutions; leveraged by Schwab background and client advisory skills.

3

Life Insurance & Annuities Specialist (Senior Consultant)87% fit

Previous NY Life experience and insurance focus, combined with Schwab client advisory experience, supports expertise in insurance-based retirement planning.

4

Regional Sales Manager – Financial Services82% fit

Proven sales leadership capabilities (early pharma role, fitness sales, and financial services) and the ability to drive growth across a region.

5

Client Relationship Manager – Wealth Management78% fit

Strong client-service background, coaching/mentoring experience, and ability to manage diverse client portfolios with a focus on retention and growth.

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