Charles Oates

Charles Oates is a seasoned professional with extensive experience in technology implementation, systems integration, and customer success. Currently serving as a Technology Implementation Consultant at LPL Financial since January 2024, Charles previously held positions at Checkr, Inc. including Sr. Systems Integration Consultant and Sales Ops & Implementation Specialist. From April 2017 to December 2020, Charles worked at Oerlikon AM as a Customer Success Representative and Executive Assistant to the General Manager, focusing on supporting 3D printing operations and leadership projects. Prior experience includes roles at Wells Fargo from March 2010 to April 2017, where Charles contributed to sales and marketing efforts in various capacities, including Administrative Assistant to the Sales & Marketing Director and Teller. Charles holds a Bachelor of Business Administration in Marketing from the University of North Carolina at Charlotte and has pursued additional education through Trailhead by Salesforce.