Open to opportunities

Lenni Charter

@lennicharter

Message

I am a results-focused financial services and real estate broker driving client relationships and deal growth.

United States

Message

What I'm looking for

I’m seeking a senior role in real estate or financial services where I can drive business development, structure commercial and residential financing, and cultivate long-term partnerships in a trust-driven, client-focused, collaborative culture.

I am a results-focused financial services professional and licensed real estate broker with 20+ years of consultative sales, customer service, and relationship management, known for integrity and delivering positive outcomes.

As Co‑Founder and partner at Charter Finance, I structured $240M in commercial loans—covering 2,700 apartment units and 600,000 sq. ft. of commercial space—and cultivated lasting lender and real estate partnerships that drive referrals and business growth.

I deliver personalized client experiences across finance, real estate, hospitality, and coaching, leveraging strong analytical, communication, and negotiation skills. I hold a California Real Estate Broker license and PSIA Level 2 certification.

Experience

Work history, roles, and key accomplishments

Current

Co-Founder / Real Estate Broker

Current

Charter Finance

Jan 2000 - Present (25 years 8 months)

Structured $240M in loans on commercial real estate (2,700 apartment units and 600,000 sq. ft. of commercial space) and spearheaded client retention and referral marketing to build lender partnerships.

Commercial Real Estate Negotiation Marketing Strategy Financial Analysis Partnership Development

Level 2 Alpine Ski Instructor

Vail Resorts

Jan 2024 - Jan 2025 (1 year)

Delivered private and group alpine lessons, tailored success plans to individual skills, and prioritized safety to create memorable guest experiences.

Ski Instruction Lesson planning Private Lessons Communication Coaching

Concierge

Mauna Lani Auberge Hotel

Jan 2023 - Jan 2024 (1 year)

Provided personalized concierge services and curated guest experiences that increased loyalty and drove exceptional client reviews at checkout.

Customer Relations Hospitality Problem Solving Communication Time Management

Mortgage Loan Originator / Branch Manager

Barrett Financial

Jan 2021 - Jan 2023 (2 years)

Originated residential and resort mortgage loans and managed branch operations while building lasting referral partnerships with local real estate professionals.

Branch Management Relationship Management Resort Property Financing Sales Compliance Client Lifecycle Management

Level 2 Alpine Ski Instructor

Palisades Tahoe

Jan 2014 - Jan 2021 (7 years)

Provided individualized ski lessons across multiple seasons, collaborated with resort teams, and delivered experiences that increased repeat guest visits.

Ski Instruction Lesson planning Guest Experience Coaching Group Lessons Collaboration

Financial Advisor

US Bancorp Investments

Jan 2011 - Jan 2012 (1 year)

Converted bank customers into investment clients through presentations and advisory services, serving as the sole advisor covering seven Northern California branches.

Investment Sales Financial Planning Presentation Prospecting Relationship Building Client Servicing

Associate Financial Consultant

Charles Schwab & Co., Inc.

Jan 2009 - Jan 2011 (2 years)

Developed new clients for banking and brokerage products, conducted retirement needs assessments and portfolio reviews, and led client seminars that generated new business.

Brokerage Retirement Planning Portfolio Review Seminare Financial Advice

Licensed Real Estate Salesperson

Dickson Realty

Jan 2007 - Jan 2009 (2 years)

Marketed and negotiated residential and resort properties across California and Nevada, managed marketing campaigns, and guided buyers and sellers to successful closings.

Real Estate Sales Negotiation Closing Coordination Advertising Networking

Financial Consultant

Smith Barney

Jan 1997 - Jan 2001 (4 years)

Built a San Francisco book of business via cold-calling and banking relationships, providing investment advice and estate planning for commercial real estate owners.

Wealth Management Cold Calling Estate Planning Asset Allocation Relationship Management Financial Advisory