Charlie Panchev is a Senior Manager, Operational Risk at Charles Schwab Investment Advisory, Inc. ("CSIA"). He began supporting the Windhaven and ThomasPartners Strategies in 2018 and is responsible for facilitating CSIA’s operational risk management program. Previously, Charlie worked at Bank of the West and TIAA-CREF in controls and governance.
Charlie earned a B.S. from Purdue University, and an MBA from University of Denver. He is a Project Management Professional (PMP) and Certified Fraud Examiner (CFE).