Charlie began his career in the banking industry and spent 10 years gaining extensive experience while attending night school for his MBA at Fordham University. Eventually, he went in search of new challenges and took on a position at a boutique brokerage firm. When that firm was sold, he decided to apply at Colonial Consulting.
Charlie splits his days between internal-facing responsibilities and direct client consultations. He works closely with company leadership to ensure smart decisions are being made—and followed through—for the future of the company. In between, he also continues to personally advise a handful of clients about their own financial futures.