Charles Adams

About Charles Adams

Data driven, product and analytics professional with over a decade of experience working in myriad roles for industry-leading FinTech and Financial Services companies including Envestnet, Raymond James (Global Asset Manager), Campbell & Company (CTA/Hedge Fund), T. Rowe Price (Global Asset Manager), and DST Systems (Back Office Technology/Solutions Provider). Unique ability to extract value from data by translating analysis and insight into actionable, revenue-driven recommendations for C-Level audiences. By leveraging hands on analytic experience and communication skills to serve as a “quantitative storyteller”, I’m able to present complex findings and analysis in a manner easily consumable by audiences of varying expertise. Other demonstrated abilities exist in product management, consultant relations, data reporting, project management, and process development, while meeting tight deadlines and maintaining a commitment to organizational objectives.Specialties: Product Development, Road Map Planning, Middle/Back Office Functions, Data Reporting & Analysis, Data Management, Data Validation, Business Intelligence Reporting, Process Analysis & Re-engineering, Project Management, Sales Reporting, Due Diligence Questionaries/Request For Proposals, Consultant/Vendor Relationship, Policies & Procedures, Investment Knowledge, CRM Systems, Written/Verbal Communication.

Experience

1. Senior Analytics Engagement Manager

   Transamerica

   Apr 2024 — Present

Education

• Towson University

  Bachelor of Science (BS), Business Administration and Management, General; Minor in Economics