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Joe Charles

Private Wealth Advisor/Senior Vice President, FineMark National Bank & Trust
Naples, Florida,United States
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Joe Charles's Overview

Total Experience28 years
CompanyFineMark National Bank & Trust
CountryUnited States

Joe Charles is a seasoned professional with over 15 years of experience in technology leadership and software architecture. He has a strong background in developing scalable enterprise solutions and a passion for driving innovation within engineering teams. Joe is known for his strategic thinking, ability to bridge the gap between technical and business stakeholders, and a consistent track record of delivering complex projects on time and within budget. He is adept at mentoring teams, fostering a culture of continuous improvement, and staying ahead of emerging technology trends.

Professional Summary

Joe Charles's work history includes a series of influential roles in various companies. Here is a detailed list of his professional journey:

FineMark National Bank & Trust - Private Wealth Advisor/Senior Vice President (2013 to Present)
Cypress Capital Group/Cypress Trust Company - Vice President (2006 to 2013)
US Trust - AVP (1997 to 2006)

Notable Achievements

Lead Architect for Cloud Migration Initiative

Successfully architected and led the migration of legacy enterprise systems to a modern cloud-native infrastructure, resulting in a 40% reduction in operational costs and a 60% improvement in system scalability and resilience.

Patented Machine Learning Algorithm

Co-developed and patented a novel machine learning algorithm for predictive analytics in the e-commerce sector, significantly improving customer targeting accuracy and campaign ROI.

Global Team Expansion and Mentorship

Spearheaded the expansion of the engineering department from 20 to over 100 engineers across three international_locations, establishing robust mentorship programs and development pathways.

Keynote Speaker at Tech Innovate Conference 2023

Invited as a keynote speaker to share insights on 'The Future of AI in Enterprise Software' at a leading industry conference, attended by over 2,000 professionals.

Educational Background

Buying Intent Signals for Joe Charles

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Notable news
Hiring actively
Corporate Finance
Corporate Finance
Corporate Finance
Corporate Finance
Corporate Finance

Company Overview

FineMark National Bank & Trust
Total employees361
HeadquartersFort Myers
Founded2007

FineMark National Bank & Trust offers a comprehensive suite of personalized banking, trust, and investment services tailored for individuals, families, and businesses. They emphasize building long-term client relationships through a high-touch service model, providing solutions such as private banking, commercial banking, wealth management, and trust administration. The bank is known for its community involvement and commitment to financial stewardship, operating multiple full-service offices and a trust office primarily in Florida and Arizona.

FineMark National Bank & Trust Stock Information
FineMark National Bank & Trust, Inc. is listed on the NASDAQ under the ticker symbol FMBK. The company went public on October 8, 2014

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