Director, Terra Cotta Health & Benefits
Charles is responsible for all aspects of employee and corporate benefits management for The Terra Cotta Financial and Oxygen Working Capital client group, including forecasting, budgeting, tax and legal compliance, and reporting of group insurance and retirement plans. He guides the analysis process, plan modelling, adjustment and implementation of new programs and the development of risk controls to ensure the sustainability of client plans.
Prior to joining The Terra Cotta Financial Group, Charles served a substantial list of regional and national clients in executive and partnership roles in two leading group benefits industry firms. As a thought leader, he has developed adjudication systems, health management applications and is sought out by his peers for forward-looking advice. In his spare time, Charles enjoys golf, skiing and cooking. You may also find him jamming in the studio with his band mates.