About Charles

I built Customer AI Agent at Intuit — the company's first agentic AI product, scaled to 6 million small businesses across 170 countries. Intuit's CEO called it "the most significant launch in our history" in Fortune. Before that, I was a Product Lead at Workday Financials serving 750+ of the world's largest organizations, and before product management I spent years in quantitative finance at Morgan Stanley and Franklin Templeton. I've been in Product Management for 10+ years and have interviewed hundreds of PMs on the other side of the table. I know exactly what hiring teams are looking for at every level. I coach PMs at every stage — breaking into product for the first time, prepping for interview loops, pushing for promotion to senior or leadership, or making the leap into AI product roles. My sweet spot is AI, fintech, and B2B SaaS, but I've helped PMs across every domain. I hold a CFA charter and an MBA from UCLA Anderson, but what matters most is that I've actually built and shipped products at scale — not just talked about frameworks. I especially love working with people from non-target backgrounds or anyone carrying a bit of self-doubt. I started at a non-target school and pivoted from a completely different industry. I can tell you firsthand — all the paths into PM are real, traditional and non-traditional. YOU CAN DO IT. Bay Area native, live in Burlingame with my wife and our daughter. Warriors fan, golfer, and always happy to chat.