Charlie joined Security Financial Management in 2016 as Director of Recruitment and Advisor Support. He began his career as a Group Insurance Sales Representative with The Guardian Life Insurance Company of America and continued his success at The Principal Financial Group.
Charlie is a graduate of University of Florida with a degree in Business Administration.
Current role
Senior Support Specialist at TalkingPoints
Chief Customer Officer at Apprentice.io
Cyber Security Channel/Partner & Sales Management at TrioSoft
Chief Customer Officer at Mechanical Orchard
Associate Director, People & Talent at AvantStay
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