Charles is a managing director at Citizens Capital Markets, Inc., Oaklins’ member firm in Cleveland. Chuck has nearly 20 years of investment banking experience involving public and private company mergers & acquisitions, divestitures, corporate and financial restructurings, financial opinions and private placements. He has focused his career on serving leading middle-market companies operating in the consumer goods and services, retail, food & beverage, business services and niche manufacturing sectors.
Prior to joining the firm in 2004, Chuck was a senior associate at KeyBanc Capital Markets’ consumer group, an associate at McDonald Investments’ mergers & acquisitions group and an analyst at ING Barings LLC’s retail, consumer & leisure services group. He has a Bachelor of Science in Finance (valedictorian), with a minor in economics, from the Boler School of Business at John Carroll University.