Aif® Charlie Kirschner

Charlie Kirschner, AIF®, has a diverse work experience spanning over two decades. Charlie began their career at Founders Asset Management, where they held various roles including Fund Accounting Team Leader and Assistant Treasurer. Charlie then moved on to MG Trust Company, LLC, where they served as the Assistant Vice President and Manager of Operations. During their tenure, they managed all aspects of trust operations, oversaw the expansion of the Fund Accounting department, and played a key role in the creation of Collective Trust Funds. After MG Trust Company was acquired by Broadridge Financial Solutions, Inc., Charlie continued in their role as Director of Operations. Charlie later joined Charles Schwab, where they served as Senior Team Manager in the Retirement Business Services and Trust Platform divisions. Prior to their current position, Charlie worked at FPS Trust Company, LLC as the Vice President of Operations. Currently, they hold the position of Vice President Trust & Investment Management Support Services at First Western Trust.

Charlie Kirschner, AIF®, obtained a BA degree in Literature and Creative Writing from Beloit College from 1986 to 1990. In 2013, Charlie pursued further education at Cannon Financial, specializing in Trust I and Trust II.

In addition to their education, Charlie Kirschner has obtained various certifications. In September 2017, Charlie became a Certified IRA Specialist through Ascensus. In June 2015, they obtained the Accredited Investment Fiduciary certification from Fi360, a Broadridge company. Furthermore, in September 2017, Charlie became a Certified IRA Professional through the National Association of Federal Credit Unions (NAFCU) and Ascensus.