Charlie serves as the Director of Growth and Development for Genex Consulting with a primary focus on our Recruiting, Training, and Coaching initiatives. He has served in the Financial Services Industry for 18 years and holds his Accredited Asset Management Specialist and Chartered Retirement Planning Counselor Designations through the College for Financial Planning. Charlie completed his undergraduate studies at St. Louis University focusing on Finance, Communications, and Service Leadership. He also holds his Master’s Degree in Business and Administration which was completed in 2006 at Fontbonne University. Charlie has a passion with overall Relationship building and management.
Born and raised in St. Louis, Charlie serves our community on numerous advisory boards. Charlie received the St. Louis Business Journal’s “40 Under 40” award in 2012. He enjoys all types of sports, especially football, and is passionate about traveling both domestically and internationally. Charlie’s immediate family is also located in St. Louis in which he spends as much time as possible with.
Bachelor of Finance, Minor in Communications, and Certificate in Service Leadership – St. Louis University.
Master’s in Business and Administration – Fontbonne University.
Series 7 Securities Registration held with Private Client Services.
Series 66 Securities Registration held with Private Client Services and Genex Consulting.
Accredited Asset Management Specialist (AAMS) – College for Financial Planning.
Chartered Retirement Planning Counselor (CRPC) – College for Financial Planning.