Executive Assistant & Client Services Administrator
Charlene joined Versant in 2013, and serves as Executive Assistant supporting the President and Chief Investment Officer, the Chief Operating Officer, as well as, the management team. Charlene has more than 20 years of administrative experience and is responsible for enhancing executive effectiveness.
Prior to joining Versant, Charlene worked as an Executive Assistant at GenSpring Family Office (formerly Inlign Wealth Management) supporting the Director of Investment Operations in both her director role and relationship manager role assisting with client service and investment operations processes. She also supported an operations team and other account managers, including trading and audits. Before that, Charlene worked in the Human Resources field at Universal Technical Institute, Ping, Inc., and BHP Copper Inc. (formerly Magma Copper Co.)
Charlene graduated from The University of Arizona with a degree in general business. She is an Arizona native and stays busy caring for her toddler son. She enjoys all sports, especially the Arizona Diamondbacks, and is active in her church. Close to Charlene’s heart is the March of Dimes – March for Babies and RESOLVE’s Walk of Hope, which she participates in annually.