Charlotte Malone

Greater Boston Area

I am a recent graduate of Bentley University, where I earned my Bachelor of Science degree in Applied Mathematical Studies with a minor in Business, and received the honor of Magna Cum Laude. Prior to my time at Bentley, I studied two consecutive years of Pre-Veterinary Medicine and Animal Sciences at the University of Massachusetts Amherst.

My experiences range from customer and food service to providing a variety of financial analysis, research and marketing support services at nation-wide and local firms. I feel that variety in work and personal experience adds immeasurable value to any company, as well as the quality of life.

I plan to expand my knowledge and credentials by earning my Series 65 license as well as my CFP in the near future.

  • Work
    • Artemis Financial Advisors LLC
  • Education
    • Bentley University