How I can help you

Experience in Sales, Management, & Marketing in financial services, business information, & business services fields. Have lived or traveled in all 50 states & 100 countries.

CFP, CLU, ChFC, SCM, CCP had a 46 year career in sales, marketing, & general management. He received a BA in Economics from Notre Dame & an MBA from Washington University in St. Louis. He served as a US Army officer graduating from ROTC as a Distinguished Military Graduate. While with 8 organizations, he introduced 6 new products & was president of 3 companies in business information, M&A information, & wholesale & retail investment products & services. Chuck spent 21 years with Dun & Bradstreet where he managed four district offices, was Director of New Business Development, and was President of its Canadian subsidiary. He worked for Smith Barney as a Trainer on the 103rd floor of 2 World Trade Center in NYC and moved to Florida as branch manager & Senior VP-Wealth Advisor for 22 years before he retired for the second time. He and his wife of 54 years, Priscilla have 3 children and 6 grandchildren. Chuck’ Sawicki was awarded the Meritorious Service Award by Charlotte SCORE for his over 7 years of volunteer service and dedication to the non-profit group that helps small businesses get started. He was also awarded the “Dick O’Brien Award”, named after a former Chapter President who died in 2005, as the top Charlotte SCORE Certified Mentor out of nearly 80 volunteers. He has been a Rotarian for almost 50 years and has been a volunteer Ambassador for Road Scholar, the largest non-profit educational travel company. Chuck has traveled to all 50 states & 100 countries and has been a volunteer mentor in high poverty schools. He won the AFP Volunteer Fund Raiser Award in 2006 while serving on non-profit boards & donor development committees. Currently resides in a Retirement Community near Lancaster, Pa. Please listen to this 12 & 1/2 minute introductory video "How To Start & Grow A Small Business" presentation. This video is now posted on the main page of www.Charlotte.SCORE.Org under the green box on the right How to Start & Grow Your Business - Video

Financial Planning Associations Economics Round Table World Affairs Council Chamber Of Commerce 46 yr. Rotarian

Areas of Expertise
  • Business Strategy & Planning
  • Non-Profit
  • Sales, Marketing & Public Relations

Industry Experience
  • Banking, Financial Services and Insurance
  • Recreation and Travel
  • Educational Services
  • Consulting, Research and Business Services
  • Nonprofit, Public and Professional Organizations

Education

BA Economics Notre Dame University

MBA Washington University of St Louis

Army ROTC Distinguished Military Graduate

Captain, US Army

Retired 25 year Certified Financial Planner

Chartered Life Underwriter and Chartered Financial Consultant

Certified Coach Practitioner and Certified SCORE Mentor


Communication Methods

  • In Person
  • Phone