Charlie is a frequent speaker and a recognized expert in Third-Party Risk. His key responsibilities include expanding the Shared Assessments Third-Party Risk Management membership-driven program, facilitating thought leadership, industry vertical strategy groups, continuous monitoring / operational technology working groups, and IoT research studies. He joined the Santa Fe Group, Shared Assessments in 2015 and has been in the third-party risk space for over 15 years. He has vast industry experience, having set up and led third-party risk management and financial services initiatives for several global companies. Charlie was the Director of Vendor and Business Partner Risk Management at AIG and implemented third-party risk management programs at Bank of Tokyo Mitsubishi (BTMU). He held multiple leadership roles at Merrill Lynch & Co., Inc. overseeing the company’s global vendor management program and a Director of Technology Audit. He led a financial services practice unit as a consulting partner at Deloitte, focusing on technology outsourcing, risk management, and cost control. He began his career at IBM as a systems engineer.
Charlie is a Distinguished Fellow of the Ponemon Institute, a Certified International Privacy Professional, and Certified Third-Party Risk Professional.
After work, after he finishes the HoneyDo List, Charlie can be found poolside with a Bud Light &/or Vodka & Tonic taking in the sunset from his deck or the beach.