Prior to leaving Wall Street, Charlie held senior positions in investment banking, corporate treasury, commercial real estate acquisition, asset securitization and credit committee chair for a 'AAA' - rated financial guarantor. Early in his career, Charlie was the primary structural architect for the first "private label" mortgage-backed securities ever rated. These financings were the first to receive ratings as project financings and served as the prototype for all subsequent mortgage-backed and asset-backed securities. He received his BA (Economics) and MBA (accounting and finance) degrees from Dartmouth College. He is a certified Advanced QuickBooks Online ProAdvisor and certified Quickbooks Payroll ProAdvisor.
Charlie was born in Houston, but has spent most of the last 30 years working and living in New York and Pennsylvania.
When he's not busy working on client bookkeeping engagements, Charlie is an author, researcher and documentary maker in the areas of pyramids, Sacred Geometry, the Golden Ratio and cosmology.
