Senior BGA Marketing/Recruiting Strategist
Charles joined The Leaders Group in early 2013 as General Agent Liaison. His primary duties include servicing and supporting TLG’s brokerage general agents (BGAs), recruiting new agencies to the broker-dealer, and promoting the wholesale distribution of variable products, particularly variable universal life (VUL). He works closely with the other members of the Marketing Department as well as TLG’s industry partners. Charles holds the Series 7, 63, 65, 24, 51 as well as a Colorado Resident Producer License for Life and Variable Products.
Prior to joining The Leaders Group, Charles was a Financial Advisor in the Greenwood Village, Colorado market. Before moving to the great state of Colorado, Charles worked as a Regional Vice President of Sales for a national wholesaling organization in Chicago, Illinois. He graduated from the University of Notre Dame with degrees in Finance and Economics.
Charles resides in the Washington Park area of Denver and enjoys snowboarding, camping, hiking and mountain biking in his free time.