Charles Hanus, MBA

Client Service Associate

Charles Hanus serves as a Client Service Associate within the firm providing technical understanding of the custodial platforms utilized at WaterOak Advisors. Charles specializes in managing available operational resources to assist client service related inquiries and requests; such as resolving complex and time sensitive issues.

Prior to joining WaterOak, Charles was a part of Charles Schwab serving as a Branch Client Service Specialist, Institutional Representative on the Advisor Services Team and a Client Reporting & Securities Representative. Previous to his tenure with Charles Schwab, Charles served as the Manager on Duty at the Bohemian Hotel in Orlando, Florida.

Charles & his wife currently reside in Orlando. He is an active member in the community and regularly volunteers his time in a civilian capacity for the Orange County Sheriff’s Office.

EDUCATION & DESIGNATIONS

  • MBA from the University of Central Florida
  • B.A. in Organizational Communication with a Minor in Business Administration from Rollins College
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