Charles Moran

Charles Moran has over 8 years of experience in the financial services industry. Charles began their career in 2011 as a Financial Advisor Intern at Merrill Lynch. In 2012, they were promoted to Investment and Business Analyst, where they were a member of a wealth management team with $3.4 billion in assets under management. In this role, they helped clients reach their near- and long-term financial goals through credit and lending initiatives and strategic asset allocation. Charles also created and implemented customized plans tailored to the individual needs of ultra-high net worth families. In 2020, Charles joined North Island Ventures as Head of Operations.

Charles Moran received their Bachelor of Business Administration (B.B.A.) from Georgetown University in 2012, majoring in Finance and International Business. Charles is currently enrolled at the UCLA Anderson School of Management. In April 2020, they obtained a certification in Intro to SQL Course from Cognitir with a certification number of 1118851. Charles also holds Series 63, Series 65, & Series 7 certifications from the Financial Industry Regulatory Authority (FINRA).