Charlene Yang

Technology at Creative Planning

Charlene Yang is an experienced professional in technology and operations management with a diverse background in various roles across multiple companies. Currently at Creative Planning since April 2021, Charlene specializes in problem-solving within operations and technology. Previous positions include senior associate and senior operations specialist at Sullivan Bruyette Speros & Blayney, and office manager at the Law Offices of James R. Thein, where responsibilities involved front-office management and client interactions. Earlier roles at WEMM Corporation, CVS/Caremark Corporation, RITE AID, and Eckerd equipped Charlene with strong administrative, operational, and customer service skills, including certifications in pharmacy technology. Education was completed at North Carolina State University.

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