Charles is a client service associate based in one of our New York City offices. In this role, he is responsible for the day-to-day servicing of client accounts, including new client onboarding and account maintenance.

His work ethic was shaped by his experiences as a Summer Helper with IBEW Local Union #3 working alongside his late father on the Hudson Yards construction project.

A native of Rockaway, Queens, and former college rugby player and enthusiast, Charles is a proud cancer survivor, foodie, and theater lover.

Previous Experience

  • Motor Vehicle Operator at the National Park Service
  • Legal Administrative Specialist at the Social Security Administration

Education & Credentials

  • BBA, Loyola University Maryland, Management