Charlie Haims2021-09-21T23:27:29-07:00MyVest Unlocks Greater Portfolio Personalization Capabilities for Wealth Managers in Latest ReleaseCharlie Haims2021-09-21T23:27:29-07:00
About Charlie HaimsAs VP of Marketing, Charlie directs the marketing strategy to grow the MyVest brand and support business development activities. Prior to joining MyVest, he was VP of Product Management and Marketing at the private capital marketplace startup SharesPost. Charlie has a deep understanding of the fintech industry, having created new campaigns to optimize conversion at Financial Engines, helped launch Charles Schwab’s online bank, led product development at early online brokerage DLJdirect, and served as VP of Marketing, Research, and User Experience at E*TRADE. Charlie has a BS in economics from University of California Berkeley and an MBA from the Yale School of Management. He pines for the good ol’ days when he developed his first website using a plain text editor and MS Paint.
Charlie Haims2021-08-19T16:15:05-07:00MyVestor Spotlight: Seema Sardesai, Technical LeadCharlie Haims2021-08-19T16:15:05-07:00
Charlie Haims2019-04-03T14:12:10-07:00MyVest Launches Middle Office Operations Suite for the Digital AgeCharlie Haims2019-04-03T14:12:10-07:00
Charlie Haims2019-04-03T14:12:12-07:00AssetMark Empowers Financial Advisors with Technology [Benzinga]Charlie Haims2019-04-03T14:12:12-07:00
Charlie Haims2019-04-03T14:12:13-07:00AssetMark Selects MyVest to Advance Goals-Based Wealth ManagementCharlie Haims2019-04-03T14:12:13-07:00