Charlie Wheatley

Charlie Wheatley has a strong background in investment banking, with experience working for various companies. Charlie is currently the Vice President of Strategy & Business Operations at DriveWealth, a position they have held since May 2023. Prior to that, they served as an Investment Banking Vice President at Bank of America from August 2022 to May 2023 and at Houlihan Lokey from November 2020 to August 2022. Charlie also held similar roles as an Investment Banking Vice President at Nomura from April 2020 to November 2020 and Investment Banking Associate from April 2018 to April 2020. Charlie began their career as an Investment Banking Analyst at Wells Fargo Securities from September 2013 to July 2016 and at Founders Investment Banking from September 2012 to September 2013. Charlie also gained valuable experience as an Intern at UBS Wealth Management from June 2012 to August 2012.

Charlie Wheatley attended Charlotte Country Day School from 1994 to 2008. From 2008 to 2012, they pursued a Bachelor of Science degree in Finance/Economics/Accounting at The University of Alabama. In 2009 to 2011, they obtained a Professional Certificate of Capital Markets from the New York Institute of Finance. Additionally, Charlie participated in the Cimba Study Abroad Program in 2010. Charlie also holds certifications in Series 63 and Series 79, obtained from FINRA (Financial Industry Regulatory Authority).