A former Vice President of Investment Strategies at Ameriprise Financial, Charlotte developed a national initiative to provide investment and financial planning advice geared specifically to women. She served as the firm’s National Spokesperson on Women and Investing Issues.
Charlotte gained expertise in the nuts and bolts of sales, marketing, business and leadership from her years at US Banks, Xerox and over 20 years at American Express. By taking risks, making mistakes and gathering information, she grew into the kind of expert that you can trust.
Charlotte has made appearances on CNN and other national and regional media outlets. She is a weekly in-studio guest on Houston’s FOX26 ‘Wake-Up Money’ segment, and is also a member of the National Speakers Association. Charlotte was selected by The Steed Society and Comerica Bank as one of the Top 25 Women of Houston, and she has been a featured financial contributor in Essence Magazine and other publications. Charlotte is the author of I Wish Someone Had Told Me: Financial Lessons Learned the Hard Way.