Equitable
Chuck Woelfel is an accomplished marketing research and insights professional with extensive experience in leadership roles across various organizations. Currently serving as Senior Director at Equitable since April 2024, Chuck previously held the position of Senior Vice President at Savanta, overseeing a team responsible for project scoping, execution, data analysis, and reporting. At M&T Bank, Chuck acted as Vice President and Market Research Director, leading the market research function for the Fortune-500 institution. Additional experience includes roles as Vice President of Market Intelligence at Gelia and President/Owner of Woelfel Research Partners, where Chuck built a specialized consultancy. Chuck also contributed to academia as an Adjunct Professor of Marketing at Hilbert College. Chuck holds a Bachelor's degree in Communications Research from the University at Albany and the University at Buffalo.
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Equitable
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Equitable is one of America’s leading financial services companies. Founded originally in 1859, the company’s mission is to help clients secure their financial well-being with advice, protection and retirement strategies for individuals, families and small businesses.