Charlie Wannamaker
About Charlie Wannamaker
Charlie Wannamaker is a Business Development Analyst at Geode Capital Management, where he has worked since 2019. With over nine years of experience in the finance and asset management industry, he has held various analytical roles at notable firms including Loomis, Sayles & Company and John Hancock Financial Services.
Work at Geode Capital Management
Charlie Wannamaker has been serving as a Business Development Analyst at Geode Capital Management since 2019. In this role, he focuses on developing business strategies and enhancing client relationships. His responsibilities include analyzing market trends and identifying opportunities for growth within the asset management sector. His tenure at Geode Capital Management has contributed to the firm's business development initiatives.
Previous Experience in Finance
Prior to his current position, Charlie Wannamaker worked in various roles within the finance and asset management industry. He was an Investment Performance Analyst at Loomis, Sayles & Company from 2017 to 2018, where he focused on performance metrics. Before that, he served as a Business & Reporting Analyst at John Hancock Financial Services for six months in 2016. His experience also includes a two-year tenure as an Analyst in Marketing/Communications at Amundi Smith Breeden.
Educational Background
Charlie Wannamaker studied at the University of North Carolina at Greensboro, where he earned a Bachelor of Science (B.S.) degree in Business Administration. This educational foundation has equipped him with essential skills and knowledge applicable to his roles in finance and business development.
Skills and Expertise
Charlie possesses over nine years of experience in the finance and asset management industry. He has a strong working knowledge of investment technologies and tools, particularly in their application to marketing. His ability to manage multiple workflows and meet strict deadlines highlights his effectiveness as both a team leader and team member. He is recognized for his exceptional work ethic and attention to detail.
Career Progression
Charlie's career began at Fidelity Investments, where he worked in the Program Management Office for ten months in 2009. He then progressed to Anchor Capital Advisors as an Assistant Vice President, Financial and Performance Analyst/Trader from 2010 to 2013. His diverse roles have provided him with a comprehensive understanding of the finance sector, enhancing his capabilities in business development.