March 10 - 12, 2025
JW Marriott Grande Lakes, Orlando
Charlie is an experienced financial services executive having managed global operations and technology teams supporting Asset Management, Wealth Management and Asset Servicing Business. A financial services consultant and former a Director of Deutsche Bank – Asset and Wealth Management Operations and Technology as head of US technology support. Charlie is a CFA and graduated from University of Massachusetts-Amherst with a Bachelor of Business and MBA from Pace University.
Check out the incredible speaker line-up to see who will be joining Charles .
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