Charles Garcia, Cfa
About Charles Garcia, Cfa
Charles Garcia, CFA, is a Senior Manager in Global Business Consulting at Refinitiv and has extensive experience in business consulting, investment banking, and product management. He holds an MBA and a B.S. from NYU Stern School of Business and has over 15 years of experience in various sectors including banking technology and pharmaceuticals.
Work at Thomson Reuters
Charles Garcia has held multiple roles at Thomson Reuters since 2012. He currently serves as the Manager of Business Consulting Services, a position he has held for nine years. In addition, he has worked as a Senior Business Consultant focusing on Investment Banking and Research for twelve years. His previous role at Thomson Reuters was as a Senior Product Manager in Analytics and R&D from 2007 to 2011. His tenure at Thomson Reuters reflects a commitment to business consulting and product management within the financial services sector.
Current Role at Refinitiv
Since 2018, Charles Garcia has been the Senior Manager of Global Business Consulting at Refinitiv. In this role, he is responsible for overseeing business consulting services on a global scale. His experience in this position builds upon his extensive background in financial services and consulting, allowing him to contribute significantly to the organization.
Education and Expertise
Charles Garcia holds an MBA in Finance and Marketing from NYU Stern School of Business, where he studied from 1993 to 1996. He also earned a B.S. in Finance and International Business from the same institution from 1986 to 1990. Additionally, he has achieved the Project Management Professional (PMP) certification from the Institute of Project Management and the Chartered Financial Analyst (CFA) designation from the New York Society of Security Analysts. His educational background supports his expertise in investment portfolio management and business consulting.
Professional Background
Charles Garcia has over 15 years of experience across various sectors, including banking technology and pharmaceuticals. His career includes significant roles at UBS Financial Services, Inc. as a Wealth Management professional, and at JPMorgan Chase, where he served as Vice President for five years. He began his career at Sanofi Aventis as an Analyst in Pharmaceuticals. This diverse background has equipped him with a broad understanding of financial services and product development.
Achievements in Product Development
Throughout his career, Charles Garcia has demonstrated extensive experience in product development and marketing research. His roles at Thomson Reuters and Refinitiv have involved significant contributions to the development of business consulting services and financial products. His expertise in these areas has been instrumental in driving initiatives that align with market demands and client needs.