Mark Charles: Email & Phone Number

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Board Advisor at ComplAI Solutions|New York, New York, United States

Position:

Board Advisor at ComplAI Solutions

Location:

New York, New York, United States

View Mark Charles's Email

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Last updated: 2026-05-23

Updated: 2026-05-23

Found email addresses for Mark Charles:

Business emails:

m**********s@wellsfargo.com,

m**********s@morganstanley.com,

m**k@connectd.com

Personal emails:

m****e@optonline.net,

m*****2@gmail.com

Found phone for Mark Charles:

+1-***-***-5565

A different Mark Charles?

Work Experience 30 years

Board Advisor at ComplAI Solutions

Jun 2025 - Current

Founder at DyneMarc Advisory Group LLC

May 2025 - Current

Advisory Council Member at Active Investment Company Alliance

Jan 2025 - Current

VDP Board Advisor at Veblen Director Programme

Nov 2024 - Current

Managing Director, Equity Capital Markets @ Wells Fargo Securities LLC. at Wells Fargo

Jan 2021 - Jan 2025

Director, Equity Capital Markets at Wells Fargo

Jan 2012 - Dec 2021

Vice President, Equity Capital Markets at Wells Fargo

Jan 2008 - Dec 2011

Associate, Equity Capital Markets at Wells Fargo

Sep 2005 - Dec 2007

Equities Trader & Operations Manager at Bourgeon Capital Management, LLC.

Nov 2001 - Apr 2005

Assistant Vice President, Account Manager, Lead Analyst at Salomon Smith Barney Inc.

Jan 1996 - Jul 2001

Mark Charles started working in 1996, then the employee has changed 6 companies and 9 jobs. On average, Mark Charles works for one company for 3 years 5 months.

Their professional focus is Analytical Skills, Build Strong Relationships, and Business Relationship Management across 3 core areas.

Mark holds Certified ETF Advisor (CETF), Private Markets and Alternative Investments Certificate, and Investment Foundations® Certificate certifications.

Education

Bachelor of Arts - BA at Brooklyn College

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