Who We Are

For the past 20 years, Charlie has developed high-performing sales cultures that take market share away from their largest competitors.

 

His unique perspective on the challenges that entrepreneurial companies face on their way to consistent sales growth was developed early in his career.  He is a former entrepreneur who started and sold his company to a global brand, before taking a leadership role at Ernst & Young’s Entrepreneurial Consulting firm.  

 

Charlie held the top sales and business development leadership roles at eMoney Advisor where he perfected his Sales Pistons® methodology.  Since then he has successfully implemented it in leading fintech firms in the financial and retirement planning, digital wealth management, portfolio reporting and business valuation sectors.   

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Charlie is a sought-after and trusted advisor to CEOs of fintech companies.