At Cordes & Company, our financial and management professionals provide prompt and expert support for businesses in transition, litigation and distress – as well as their local and national lenders. Charlie is Director with the firm.
Charlie focuses his practice on working with financial services firms and with a specific emphasis on fiduciary services.
Charlie is the firm’s manager in our Arizona office and works closely with all of the firm’s associates representing all of Cordes & Company’s services and products.
Charlie has over 26 years of experience managing fiduciary businesses. Most recently Charlie was President of Wilmington Trust Retirement and Institutional Services in Phoenix, AZ. He has held executive positions as a national sales manager for Wilmington Trust and several senior management positions at Stanton Trust, Fiduciary Associates and US Bank.
Charlie holds an MBA from the University of Detroit and is a Certified Financial Analyst (CFA).
MBA from the University of Detroit
Certified Financial Analyst (CFA)