Private Bank Minnesota’s Staff Directory
Charles has over ten years of banking experience in sales, underwriting, and credit analysis. Previously, he managed all components of the retail credit process – including business development, underwriting, financial analysis, collateral assessment, risk management, loan closings and collections. Charles received multiple service and sales awards from a former employer, including being recognized as the sales and service excellence winner in their Midwest district for four consecutive quarters.
Charles holds a B.A. degree in Finance from Minnesota State University, Moorhead, Minnesota, and a M.B.A. (Cum Laude) from Augsburg College, Minneapolis, MN.
With his combination of education, experience in business development, relationship management and credit analysis, Charles is a strong addition to our banking team.
“My goal as a private banking officer is to serve as a trusted advisor, develop lifelong partnerships and help build and maintain my clients’ creation of wealth through personal service and industry expertise.”