As VP of Marketing, Charlie leads Marketing at MyVest to grow the brand and drive business development.

Charlie has broad experience across fintech from leading product development at the early online brokerage DLJdirect, to leading Innovation & User Experience at E*TRADE, helping launch Charles Schwab’s online bank, experimenting with behavioral finance at Financial Engines, and leading the development and marketing of the first online marketplace for private securities at SharesPost.

He has a BA in economics from University of California Berkeley and an MBA from the Yale School of Management.