Charlie has five years of experience on Wall Street, specializing in brokerage and mutual fund accounts, along with 12 years of experience managing variable annuities and life insurance.
In addition to this industry experience, Charlie served as a member of the Life Office Management Association (LOMA) Equity Products and Annuity Committee for five years. He has earned his life and health insurance licenses and FINRA Series 4, 6, 7, 24, 26, 53, 63, and 65 securities registrations.
Charlie graduated magna cum laude from Muhlenberg College with a bachelor's degree in business management. He is currently pursuing the CERTIFIED FINANCIAL PLANNER® certification.