Loree Charleson

Loree Charleson is the Director of Content Management at Pass Perfect, a CeriFi company, where they apply their extensive knowledge in project management, facilitation, and employee relations. With a background that includes over five years at Fidelity Investments as an Implementation Lead, Learning Lead, and Onboarding Coach, Loree has a proven track record of optimizing processes and fostering collaborative environments. They previously served in the United States Air Force as a Personnel Journeyman and have held various roles in the financial sector, including as a High Net Worth Service Associate and Service Center Consultant. Loree earned a Bachelor of Business Administration from the University of Central Arkansas and an Associate of Science from Arkansas State University-Beebe.