Paidemoyo Charasika has over 23 years of industry experience as a Senior Wealth Advisor at Copperwood Financial, Inc. Paidemoyo'srole involves providing wealth advisory services, particularly in situations of "Money in Motion," such as 401k rollovers and job changes. Paidemoyo also served as the Head of Sales at FISH and as a Business Advisor at KidVestors®, where they used animation and entertainment to teach underserved K-12 students about money fundamentals and investment. Paidemoyo was an Investor Relations Manager at Greyhawk Capital Management, where they syndicated capital to acquire growth stage businesses in the e-commerce sector. Before these roles, Paidemoyo Charasika held positions such as Director of UofL/UK Executive MBA at the University of Louisville, Western Territory Regional Manager at RetireOne provided by Aria Retirement Solutions, Retirement Services District Manager at ADP, and Vice President of Investments at Raymond James Financial and Stifel Financial Corp. Paidemoyo began their career as a Broker Trainee at UBS and eventually became a Vice President/Investments, co-managing $130 million of client assets and focusing on client relationships and investment strategies.
Paidemoyo Charasika completed a Bachelor of Arts (BA) degree in Communication, General from Wake Forest University from 1994 to 1998. In 2005 to 2008, they pursued a Masters of Business Administration degree in Business Administration and Management, General from the University of Louisville. Before attending college, Paidemoyo completed their secondary education at Kentucky Country Day School from 1982 to 1994. Additionally, they obtained several certifications, including Series 66 and Series 7 from FINRA in 2000. Paidemoyo also holds an Insurance Agent certification in Accident, Health, Life, Variable Life & Variable Annuities from the State of Kentucky. Paidemoyo has an additional certification in Managed futures from FINRA.
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