Client Service Associate
Charlie graduated from Florida Atlantic University with a BBA in Finance, where he was also a diver on their swim and dive team. Before working in financial services, Charlie spent 14 years diving and has now transitioned into coaching athletes from kindergarten through collegiate abilities. He loves getting to know our clients and learning from his colleagues.
What are the 3 words that people use to describe you?
"Enthusiastic, honest and understanding"
When you are not in the office, what are you most passionate about?
"Charlie enjoys spending time with his girlfriend and his family and friends. He also likes to walk around the lakes in the Twin Cities and snowboards in the winter."