Team Member
and access,
Charlie is a seasoned management executive, with twenty-six years’ broad-based experience in business, government and the non-profit sector. Previously, he was a municipal finance investment banker and wealth manager with Bear, Stearns & Co. Inc., the Merrill Lynch Private Client Group and The First Boston Corporation. During such time, he completed billion in bond financings and provided a variety of asset management, lending and estate planning services to high net worth families, businesses and non-profit organizations. He has been active for fifteen years in California and national politics, serving in a management role in support of a number of prominent officeholders and candidates. Charlie has raised several million dollars as volunteer or team manager for a variety of non-profit organizations. He has served as Member, Advisory Board of the Governor’s Mentoring Partnership, and is a former President of the Columbia Business School Club of Southern California. Charlie completed his MBA (Finance) from Columbia University , and received a B.A. (Political Economy) from Williams College.
Williams College , Massachusetts,
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Columbia Business School , New York,
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Bear Stearns & Co. Inc.