Charles Staples

Associate Trader & Portfolio Manager

CAREER HIGHLIGHTS

FirstWave Financial

  • Support the trading department with executing trades after careful analysis and consideration of available options
  • Assist the operations manager with portfolio reconciliation and custodian report maintenance
  • Research various investment topics and communicate findings to the WealthCoaches

The Devereux Foundation

  •  Taught and cared for children with mental health, intellectual/developmental disabilities and behavioral health challenges
  • Analyzed broad data for trends and patterns to guide future planning and actions

EDUCATION

  • B.S. Psychology, University of Central Florida