Senior Project Manager – Business Process Optimization at Catalant
📍 Charlotte, North Carolina, United States
Charles is an operations and risk leader with over 20 years of experience enhancing profitability and process efficiency in the financial services sector. A certified internal auditor with an MBA from UC Berkeley, he specializes in governance, risk, compliance (GRC), and multi-site operations management, consistently driving performance through data-driven strategies.
Outside of his corporate roles, Charles has dedicated his expertise to philanthropy. He provided pro bono guidance to The Philippians Foundation for four years, helping them strengthen governance, internal controls, and donor accountability, showcasing a commitment to community and operational integrity.
Unique fact: He helped a non-profit foundation elevate its operational integrity and the trust of its sponsors through his pro bono consulting.
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Experience
15 Years
Current Role
Senior Project Manager – Business Process Optimization
Job Level
Middle
Location
Charlotte, North Carolina, United States
Personality Overview
How Charles shows up
Decisive
Risk-Taker
Strong-Willed
They prefer to move quickly, and expect the same from others. They put a lot of effort into ensuring personal success. They like to stay in control of the negotiation or defining of the terms.
Priorities
Topics Charles cares about
AI in Banking
He recently posted about how internal Large Language Models will reshape banking analytics, while emphasizing that human judgment and risk strategy will remain critical.
Governance & Compliance
His entire career is built on expertise in GRC, SOX compliance, and regulatory remediation at major financial institutions like U. S. Bank and Bank of America.
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Career
Work history
6-2025
Senior Project Manager – Business Process Optimization
Catalant
6-2024 - 5-2025
Vice President- Business & Capital Optimization Senior Consultant
Truist
9-2022 - 9-2023
Program Manager, Operational Efficiency & Governance
U.S. Bank
12-2019 - 12-2021
Program Manager – Operational Risk, Controls & Performance Improvement
Bank of America
3-2009 - 12-2019
Senior Manager, Risk and Compliance (GRC)
Big 4 Consultancy Firm
In the press
Media appearances
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Dominance (D) reflects how goal and task oriented a person is, and their ability to accomplish results irrespective of how demanding the circumstances might be. Those scoring high tend to be motivated by winning, competition, and success.
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