Charla M Coleman
Finance and Taxation
- BBA, University of South Carolina Upstate
- MBA, Temple University
Charla Coleman is an adjunct instructor for the Masters in Financial Planning program at NYU's School of Professional Studies, within its Division of Programs in Business. She has over 12 years of experience within the retirement and investments industry and currently leads a team of relationship managers responsible for partnering with plan sponsors and financial advisors to administer retirement plans at Ascensus. Prior to joining Ascensus, Charla spent a considerable amount of time providing retirement education, enhanced investment guidance, and consultative support within various business lines at The Vanguard Group.
Charla obtained her BBA, with a concentration in Finance and Economics, from the University of South Carolina Upstate and her MBA, with a concentration in Human Resource Management, from the Fox School of Business at Temple University. Charla currently holds her Certified Financial Planner® designation.
Charla is a South Carolina native and currently resides in Charlotte, North Carolina.