About Charles

Not only have I been in Product Management for 10+ years, I have also interviewed hundreds of PMs on the other side of the table, and know exactly what hiring teams are looking for in Product Managers at all levels. If you are trying to break into Product Management, SaaS, Fintech, Finance, or tech in general, I can help make sure that happens for you. If you are mid-career and need some general guidance from someone that has pretty much seen and been through it all, I can also help you. I enjoy helping others with career positioning, pivoting into Product, resume building, PM interview coaching … and much more. My background: As mentioned above, I have been in Product Management/Fintech for ~8 years and have a variety of Finance and Product Management roles with well-known companies such as Intuit (where I am now), Workday, Morgan Stanley, GuideSpark (early-stage startup sold to Trivian), and prominent hedge funds and asset management firms. I hold an MBA from the UCLA Anderson School of Management, a CFA charter from the CFA Institute, but most importantly, PM and Fintech experience that not many people have. I love helping people of any background but especially love working with people who are from “non-target” undergrads or those who have a bit of self-doubt. I am here to tell you: YOU CAN DO IT, DON’T LISTEN TO THE HATERS. Yes, product management is competitive… so is everything else that is worth doing. Having started at a non-target school, and then having to pivot from a completely different industry, I can tell you firsthand ALL the paths there are to break into and succeed in Product Management: both traditional and non-traditional. If you’re interested and want more on my credentials: I began my career as a municipal bond trader and research analyst at Franklin Templeton for a ~$70 Billion AUM fund. From there I moved on to Morgan Stanley for a couple of years, completed my CFA charter (all levels on the first attempt), and quickly realized that I could have the most impact in the world by combining my two passions -- finance and technology -- in a technology based product management based role. I cut my teeth in Product and Fintech by building financial products for Dr. Michael Hasenstab at Franklin Templeton. Our combined product suite drew about $150 Billion dollars in client funds at the time). Knowing that ultimately I wanted to move to a pure play technology focused role, I applied to a handful MBA programs across the country and was admitted to Berkely Haas, Duke Fuqua, and UCLA Anderson (which I ultimately attended). I continued my Tech/SaaS/FinTech focused PM career in 2018 and Workday, helping to build out their financials product suite for some of the largest organizations in the world. After about 3 years I moved to Intuit (think products like Credit Karma, Mint, Turbotax, Quickbooks, and Mail Chimp), where I am a Senior Product Manager. I’m a Bay Area native, live in Foster City CA with my wife, and 2 dogs (Theo and George) I love all things Bay Area sports (Warriors, Giants, Niners), playing golf, and all things HBO Max. I'd love to chat with you and look forward to meeting soon!