Charlie is responsible for Fixed Income and Money Market sales and trading, Securitization and the enterprise’s funding businesses.

Previously, he served as President and CEO of Harrisdirect, the seventh-largest direct brokerage in North America, where he provided strategic direction and managed the execution and delivery of all brokerage products, services and initiatives.

Prior to Harrisdirect, Charlie was Executive Managing Director of BMO Nesbitt Burns, Capital Markets, responsible for identifying, recommending, and leading the implementation of strategic initiatives, including e-commerce, for all the Capital Markets lines of business. He also served as Executive Vice President of BMO Financial Group’s Chicago-based retail subsidiary, Harris Bank, where he was responsible for electronic contact channels and e-commerce initiatives. As Senior Vice President of BMO Financial Group in Canada, he has been responsible for new e-ventures on a North American basis.

He also served as Treasurer for BMO in London, and Senior Vice President and Global Head of Money Market and Derivatives Trading and Sales in Toronto.

From 1989 to 1997, Charlie held posts outside BMO Financial Group, assuming responsibility for all funding, trading and fixed income derivatives activities for Household International, and successfully diversifying the largest bank treasury portfolio in the U.S. into interest-rate derivative and foreign government security products. He rejoined BMO Financial Group in 1997.

Charlie holds an MBA from the University of Chicago and a Bachelor of Arts from Washington University.