Charlie brings over 25 years of diverse and comprehensive investment experience to the Haven Wealth Team. His leadership, lending and relationship management skills were sharply honed throughout his two decades with Wells Fargo, where he served in senior management roles that included: Senior Relationship Manager in the Middle Market Lending Group with a portfolio of over $300 million in loans; Manager of multiple lenders and support employees as the Head of the Business Banking Group for the entire Houston area; Manager of 18 lenders and 40 support employees in the establishment and operation of the first statewide Consumer Loan Center; Manager of lenders and support employees in the wor