Education & Professional Experience

Charles has studied at Pepperdine University, The George L. Graziadio School of Business and Management in Strategy between 2009 and 2010, then at San Jose State University in Business (Finance) between 1990 and 1994.

Charles worked for United Business Bank as E.V.P., Chief Marketing Officer between Mar 2016 and Jan 2020, for Umpqua Bank as Senior Vice President, Commercial Banking Manager - Middle Market between Jul 2014 and Mar 2016, for Stanford Federal Credit Union as Division Vice President, Commercial Banking between May 2011 and Jul 2014, for Comerica Bank as Senior Vice President between Mar 2000 and May 2011, for Heritage Bank of Commerce as AVP, Commercial Banking Officer between Mar 1997 and Mar 2000, for Silicon Valley Bank as Corporate Banking Associate between Jul 1996 and Mar 1997, for The Pacific Bank as Commercial Credit Analyst between Jul 1994 and Jul 1996.

 Skills & Competences

Charles has the following skills : Strategy, Mergers, Commercial Banking, Finance, Credit Analysis, Investments, Banking, Commercial Lending, Portfolio Management, Business Development, Financial Reporting, Mergers & Acquisitions, Credit, Financial Analysis, Loans, Underwriting.