Charlotte M.

Charlotte M. has diverse work experience in the insurance industry. Charlotte started their career at AIM Marketing & Insurance Services in 2000 as a Product Manager & Sales Executive. Charlotte then joined Word & Brown General Agency in 2004 as a Sales Executive, where they worked until 2016. In 2016, they worked at both Fidelity Health Marketplace and Montage Insurance Solutions in various roles. In 2019, they joined LISI as a Regional Sales Manager until 2020. Charlotte then worked at Brookhurst Insurance Services as the Director of Employee Benefits (Start-up) from 2020 to 2021, and later became the Director of Operations and Employee Benefits until the present. In 2022, they joined CALIFORNIA AGENTS & HEALTH INSURANCE PROFESSIONALS as the VP of Public Affairs. Additionally, they have held leadership positions at the Los Angeles Association of Health Underwriters since 2019.

Charlotte M. has a diverse education history. Charlotte attended Los Angeles Pierce College and California State University, Northridge, although the specific degree and field of study are not mentioned. Charlotte also completed two online certificate programs from Harvard Business School Online: one in Management Essentials in 2021 and another in Organizational Leadership in 2022. Additionally, Charlotte has obtained certifications in Diversity, Equity and Inclusion for the Insurance Industry Leader from the Los Angeles Association of Health Underwriters in 2021, and a CA Life & Health License from the California Department of Insurance in 2003. Currently, they are in the process of obtaining the Certified Employee Benefit Specialist (CEBS) certification from Wharton Executive Education.