For Charles, it’s all about attention to detail, thinking outside the box, fact-finding, problem-solving, process efficiency, and managing growth and success.
Tactical thinker and resourceful, Charles brings over 25 years of leadership and professional experience to UPD. He is a business strategy expert with a special emphasis on continuous improvement, quality assurance, and operating/financial efficiency. As a COO/CFO Consultant, he has worked on various engagements over the past 10 years supporting emerging businesses, locally and internationally. Through his work with projects of various sizes, he has developed simple but effective methodologies and processes that have brought change and sustainable success.
Charles also brings over 14 years of experience in Banking and Financial Management, working at large institutions such as HSBC, Citibank/Smith Barney, PNC Bank, and Morgan Stanley, where he served in various capacities including as a Business Banker/Branch Manager overseeing corporate banking and lending relationships and later as a Senior Financial Advisor where he built highly diversified multi-million-dollar investment portfolios for high-net-worth investors, and managed large company retirement plans across multiple states.
Charles holds an MBA from Regis University with a focus in Strategic Management and a Bachelor of Business Administration in International Business from American InterContinental University. He is also a graduate of the School of Finance and Banking of New York at Mercy College and a Certified Lean Six Sigma Black Belt.
Born in the beautiful West African nation of Ivory Coast, Charles was raised in New York City. He is fully fluent in both English and French. In his free time, he enjoys, traveling, fishing, and spending time with his family. Charles is the father of five: two young ladies, a young man, and two rescued mixed-Labrador Retrievers.