As a senior vice president and private banker, Charlie brings over ten years of experience in providing financial solutions to successful professionals and business owners. Charlie delivers complete private banking services using his expertise in lending for individuals and businesses, personal banking, financial planning, investment management and estate planning.
My role is to help educate my clients so that together we can collaborate and implement a successful financial strategy. Clients are not transactions, clients are journeys. Communication is key, having the hard conversations first leads to having celebrations later. Always answer a client’s call, any response is better than no response.
What do you want clients to know about Private Banking at Sunflower Bank
Building strong relationships with clients is the reason my colleagues and I are in this business. We work very hard to help our clients in every aspect of their financial lives, pulling together the right resources from across all our business lines.
“I’m a firm believer in the theory that people only do their best at things they truly enjoy. It is difficult to excel at something you don’t enjoy.” - Jack Nicklaus
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