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Charles Lake

Mid-level FinTech Account Executive specializing in business lending

PayPalDuquesne UniversitySan Jose, CA8 Years ExperienceMid LevelWorks On-Site

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Experience

Account Executive – Working CapitalPayPal Inc · Feb 2023 – Present
Account Executive – Loan BuilderPayPal Inc · Dec 2019 – Feb 2023
Business AnalystSEI Investments · Jul 2018 – Dec 2019
Finance InternSEI Investments · Jul 2017 – Aug 2017internship

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Education

Duquesne Universitybachelor, Business Administration (Finance/Marketing) (2018)

Awards

  • Summa Cum Laude - Duquesne University
  • Dean’s List - Duquesne University

Skills

BudgetingData analyticsPredictive modelingStakeholder managementAI-driven process optimizationAsset allocation analysisBusiness lendingCapital solutionsClient relationship managementC-suite advisoryDeal executionFinancial forecastingFinancial modelingFull-cycle salesIncentive design

Languages

English

Certifications

University of Pennsylvania: Fundamentals of Quantitative ModelingBloomberg CertificationStudy Abroad: Ancient Roman Art and History - Duquesne University

Memberships

  • Delta Sigma Pi Professional Business Fraternity

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Connect with Charles

Charles already has a relationship with Reval, so a warm intro from us gets a much better response than cold outreach.

Typically responds within 24 hours

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Already have an account?

Hire with Reval

Find your next great hire

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Charles LakeMid-level FinTech Account Executive specializing in business lending