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Senior Client Service Manager
Charlene is a senior client service manager for CIBC Private Wealth with more than 25 years of experience in the financial services industry. Prior to joining Geneva Advisors, which became part of CIBC in 2017, Charlene was with Oak Family Advisors, a boutique RIA firm where she headed Client Services, the Trading Desk, Compliance and Operations. Earlier, she was with Morgan Stanley Smith Barney. Charlene began her career as the branch manager’s assistant at EF Hutton’s flagship office in the Chicago Board of Trade. Charlene holds a Bachelor of Science degree in management from the Krannert School of Management at Purdue University.
