BrightPlan
Charles has 20 years of experience in private equity, venture capital, corporate development and investment banking. Previously served as a Partner at Warburg Pincus and held executive level positions at Cisco and Goldman Sachs.
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BrightPlan
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BrightPlan is a leader in Total Financial Wellness. Total Financial Wellness is the trusted solution built to lead all employees to financial success on their own terms at every stage of life. BrightPlan is the first financial wellness solution certified for fiduciary excellence that provides a comprehensive personal finance solution for all employees that is real-time, personalized and integrated with employer benefits.