CONSHOHOCKEN, PA—May 26, 2020—WealthHub Solutions, the leading CRM provider for trust companies and family offices, today announced the appointment of industry veteran Charles Brown as the Director of Sales. In the newly-formed position, Charlie will drive New Business Development and manage the growth of the company in terms of Sales, Strategy and Marketing.
“We are excited about adding a leader in sales with Charlie’s experience and background,” said WealthHub President Jim Marks. “We have enjoyed tremendous growth so far this year and can extend and accelerate that growth with Charlie’s addition. His experience successfully selling software and technology services into the family office and trust company market makes him the ideal fit to help us capitalize on our current product advantages in that same market.”
“There is a fantastic opportunity to make something special here”, said Brown. “WealthHub is in a high-growth state, having increased ARR by over 50% over the past year and already passing that mark in 2020 signings. I see a product that is unique in its ability to create operating efficiency in trust and UHNW administration and am looking forward to working with the team at WealthHub, as well as the network of partners and customers to fully realize its potential.”
Prior to joining WealthHub, Charlie served as the Managing Director of Sales and Marketing at the Enosys Group, a boutique FinTech / Asset Management consulting firm. Charlie’s held several other business development roles over his 20+ year career in Fintech; driving Sales, Strategy and Marketing efforts at several market-leading companies including Informa, Windham Capital, ASI and Style Analytics.
Charlie holds a BA in Finance and Economics from Roger Williams University.