Charles Wellington, CIA, PMP

Commander
DISC Type : D

Senior Project Manager – Business Process Optimization at Catalant

Charlotte, North Carolina, United States

Overview

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.

Personality Overview

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.

Topics They Care 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.
Process Optimization
He has a proven track record of re-engineering business processes to improve efficiency, reduce operational errors by up to 28%, and enhance profitability.

Media Appearances

Charles has no verified media appearances

Work History

6-2025
Senior Project Manager – Business Process Optimization at Catalant
6-2024 - 5-2025
Vice President- Business & Capital Optimization Senior Consultant at Truist
9-2022 - 9-2023
Program Manager, Operational Efficiency & Governance at U.S. Bank
12-2019 - 12-2021
Program Manager – Operational Risk, Controls & Performance Improvement at Bank of America
3-2009 - 12-2019
Senior Manager, Risk and Compliance (GRC) at Big 4 Consultancy Firm

Education

3-2003 - 8-2005
Master of Business Administration - MBA from University of California, Berkeley
1-1988 - 5-1992
Bachelor of Science - BS from Appalachian State University

More Information

Social Presence :

Prographics :

Exp : 15 Location : Charlotte, North Carolina, United States Job Level : Middle Designation : Senior Project Manager – Business Process Optimization at Catalant
URL has been copied!

Insights For Selling To Charles

During A Call Or A Meeting

DO's

  • Speak about competitive differentiation that your product offers
  • Be respectful but crisp
  • Objectively showcase the impact that your product creates

DONT's

  • Do not hesitate from asking counter questions, just avoid challenging their authority
  • Avoid being too verbose
  • Don’t focus on process and rules, give the impression of being a ‘gets it done’ person

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Charles is

  • Conviction around the impact matters the most to them, followed by a sense of achievement and ROI.
  • Will you ever get a clear answer from Charles

  • If they decide not to use your product, they will say no clearly.

Insights For Deal Planning

    How fast (or slow) will Charles move?

  • If convinced, they can reach decisions quite fast.
  • Can Charles take some risk or not?

  • They do not shy away from taking risks, but can be quite binary about them.

You And Charles

Personality Compatibility


More Profiles

Discover additional public profiles from our index.

Search more profiles

Looking for someone else? Search here for anyone.

Or visit Humantic AI to know more.