Charles Valeani

Meet Charles Valeani, a seasoned professional with a wealth of experience in the field of finance. Charles has built a reputation as an expert in his field, thanks to his extensive knowledge of financial regulatory requirements, operational risk management, and other vital aspects of the industry. He holds a Bachelor of Science degree in Business Administration from the University of North Carolina and a Master of Business Administration degree from the College of William and Mary's Mason School of Business.

Charles began his career as an associate in the investment banking division of JP Morgan Chase, where he developed a deep understanding of equity research and capital markets. Afterward, he accepted a position with Wells Fargo as a senior analyst, where he analyzed and evaluated the creditworthiness of commercial real estate loans, worked on troubleshooting problematic accounts, and wrote reports for management. Later, he took on the role of Assistant Vice President at the Royal Bank of Scotland, where he managed operational risk events in the bank's wealth-management division.

Charles has also demonstrated an entrepreneurial spirit, having co-founded a boutique financial advisory firm that provided fractional cfo services to small and midsize organizations. In this capacity, he led the development and implementation of budgeting, forecasting, and performance tracking systems, allowing his clients to make data-driven decisions and achieve operational excellence.

Charles is passionate about giving back to the community, as evidenced by his involvement with several nonprofit organizations. These include Project Sunshine, where he volunteers as a mentor to children with long-term illnesses, and the New York Cares volunteer program, where he helps to promote environmental sustainability and social justice.