Our Team

Charlie Greene

Client Service Associate

Contact Charlie

Phone: 952-641-7595


5353 Gamble Drive
Suite 310
St Louis Park, MN 55416

About Charlie:

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."