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Friday, 8-Apr-2011 08:17 Email | Share | | Bookmark
Charles Vista LLC

Andre Zdanow Appointed as Chief Market Strategist of Charles Vista LLC


Charles Vista LLC has appointed Mr. Andre Zdanow as the Firm's Chief Market Strategist, a step that goes on to indicate ever growing and expanding market presence of Charles Vista. Zdanow will be responsible to provide the Firm's Financial Consultants with the most current insights into both the macro and micro economic market conditions as the Chief Market Strategist of Charles Vista LLC.

Showing pleasure at the appointment of Andre Zdanow, Gregg Lorenzo, Founder, Charles Vista LLC said that he is very excited to add someone with Andre's extensive investment expertise to the Charles Vista team. He considered the appointment as a significant milestone in Charles Vista's position as a premier provider of investment solutions and portfolio strategies for the growing network of Financial Consultants.
Mr. Zdanow had joined Charles Vista as a Vice President of Investments in February, 2009. He is seen as a widely experienced person in the field of portfolio management and strategic market investment. Mr. Zdanow is a distinguished professional who serves on the Board of Advisors for Quirky.com and StadiumRed recording studios. He holds BS in Business Administration with a Major in International Business from C.W. Post University. Zdanow has even appeared on FOX and, has been featured on WPIX in New York.

Charles Vista LLC is a growing Broker Dealer and Investment Banking Firm and is a Member of the FINRA/SIPC. With growing team of expert financial consultants, the firm offers Wealth Management Service and related services to both institutions and high net worth individuals. The firm aims at providing both private and public companies access to capital through their clients. For more information on the firm, please visit www.charlesvista.com


Tuesday, 5-Apr-2011 07:40 Email | Share | | Bookmark
Another Investment Banking Deal Clinched by Charles Vista LLC

Charles Vista LLC rewrote one more success story by helping its client raise requisite funds. This successful investment banking deal was carried out by Charles Vista LLC as part of the selling group that participated in a Private Placement of $8,939,130 for China Baicaotang LTD. The Broker Dealer and Investment Banking firm was able to raise $3,444,130 of the offering which was closed on February 1st 2010.

Commenting on the occasion, Gregg Lorenzo, Founder, Charles Vista LLC said that he was proud of being associated with China Baicaotang LTD and felt overjoyed at the firm’s achievement in raising the said amount. This achievement, according to Gregg Lorenzo, reflects firm’s strength and commitment of Charles Vista's Investment Banking team and its ability to raise money on a retail level for great projects.

China Baicaotang (Baicaotang) is a leading company in drug distribution and retailing based in South Western China's. The company was founded in 1956 and its shares are to be publicly traded in the U.S. on the Over-the-Counter Bulletin Board. Working out of Liuzhou city, the largest industrial city of Guangxi Province, the company is ideally located in one of China's most significant medical production and distribution centers. The company boosts of over 64 retail pharmacy stores in Guangxi Province and is active in all aspects of the medical and healthcare products supply chain throughout China.

Charles Vista LLC is a growing Broker Dealer and Investment Banking Firm and is a Member of the FINRA/SIPC. With growing team of expert financial consultants, the firm offers Wealth Management Services and related services to both institutions and high net worth individuals. The firm aims at providing both private and public companies access to capital through their clients. For more information on the firm, please visit www.charlesvista.com


Thursday, 31-Mar-2011 11:00 Email | Share | | Bookmark
New Director of Operations Hired by Charles Vista LLC

With a rich experience in the Financial Services Industry spanning over 20 years, Thomas Riccoboni has been the right choice as the Director of Operations for Charles Vista LLC. He has been recently hired to join firm’s 100 Williams Street 18th Floor, NYC based headquarters.

He began his career as Back Office Clerk for D.H. Blair & Co., Inc. in 1986. His hard work saw him reach the position of Vice President of Operations within 10 years of starting his career. He was recently employed as the Branch Office Manager at Andrew Garrett, Inc. He holds four industry licenses including the Series 7, 24, 55 and 63. Gregg Lorenzo, Founder, Charles Vista, LLC sees him as a vital member of the Firm and hoped that the firm will gain from his experience in Operations, Trading and Compliance.

Charles Vista LLC is a growing Broker Dealer and Investment Banking firm and is a Member of the FINRA/SIPC. With growing team of expert financial consultants, the firm offers wealth management services and related services to both institutions and high net worth individuals. The firm aims at providing both private and public companies access to capital through their clients. For more information on the firm, please visit www.charlesvista.com.


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