Charles Therriault, CFA

Charles Therriault holds an MBA from the University of Hartford and a BS in Finance from the University of Connecticut. He is also a Chartered Financial Analyst charterholder. He rose to Assistant Vice President in the Private Placements group at Citigroup, performing credit analysis on the Travelers insurance division investments. Prior responsibilities at Citigroup included implementing a private equity investment management and accounting platform and managing a portfolio analytics and performance attribution group.

After Citigroup, he joined Washington Mutual Corporation as a First Vice President, working on mortgage-servicing rights valuation and analytics. He then took a position at BNY Mellon and was a Managing Director in the Government Solutions group, managing various scale initiatives supporting the U.S. government’s financial stability programs and other work for various U.S. government agencies. In 2013, Charles was appointed as the Director of the NAIC’s Securities Valuation Office, managing the credit quality assessment and valuation in compliance with regulator adopted policies of securities owned by state regulated insurance companies as well as supporting state insurance regulators on investment issues.