Experience

Griffin Financial Group

• United States
• Investment Banking
• 1 - 100 Employee

• Managing Director

  • Feb 2020 - Present

  Charles Schreck provides investment banking services to financial institution clients, including buy-side and sell-side M&A, mergers-of-equals, branch transactions and government-assisted transactions. He also advises management and Boards of Directors on debt and equity capital raising projects and assists them in understanding their strategic and financial alternatives. Charles Schreck provides investment banking services to financial institution clients, including buy-side and sell-side M&A, mergers-of-equals, branch transactions and government-assisted transactions. He also advises management and Boards of Directors on debt and equity capital raising projects and assists them in understanding their strategic and financial alternatives.



Monocacy Financial Advisors, LLC

• Baltimore, Maryland Area

• Principal/Senior Managing Director

  • Dec 2009 - Feb 2020

  Active advisor to banks and thrifts involved in buy-side and sell-side M&A transactions, mergers-of-equals, branch transactions, government-assisted transactions, and debt and equity capital raising projects. Included significant business development, negotiation, execution and analytical experience and spearheaded the development and structure of strategic platforms, assisting lending institutions with the divestiture of sub- and non-performing loans and loan portfolios. Active advisor to banks and thrifts involved in buy-side and sell-side M&A transactions, mergers-of-equals, branch transactions, government-assisted transactions, and debt and equity capital raising projects. Included significant business development, negotiation, execution and analytical experience and spearheaded the development and structure of strategic platforms, assisting lending institutions with the divestiture of sub- and non-performing loans and loan portfolios.



CFG Capital Markets, LLC

• Baltimore, Maryland Area

• Managing Director

  • Aug 2018 - Oct 2019

  Committed to helping financial institutions understand their strategic and financial alternatives and fostering a sense of common purpose between these institutions and CFG Capital Markets. Committed to helping financial institutions understand their strategic and financial alternatives and fostering a sense of common purpose between these institutions and CFG Capital Markets.



Ryan Beck & Co.

• Financial Services
• 1 - 100 Employee

• Sr. Vice President - Community Bank Relationship Manager

  • Nov 2004 - Jan 2007

  Established and coordinated investment banking, research coverage and institutional investor relationships with a significant number of new financial institutions. Initiated and helped establish a funding platform through repurchase agreements and off balance sheet investment vehicles. Re-established and strengthened long-standing relationships with banks, municipalities and other financial institutions. Established and coordinated investment banking, research coverage and institutional investor relationships with a significant number of new financial institutions. Initiated and helped establish a funding platform through repurchase agreements and off balance sheet investment vehicles. Re-established and strengthened long-standing relationships with banks, municipalities and other financial institutions.



Merrill Lynch

• United States
• Financial Services
• 700 & Above Employee

• Vice President - Institutional Sales

  • Nov 1989 - Oct 2004

  Established and coordinated investment banking, research coverage and institutional investor relationships with a significant number of new financial institutions. Initiated and helped establish a funding platform through repurchase agreements and off balance sheet investment vehicles. Re-established and strengthened long-standing relationships with banks, municipalities and other financial institutions. Established and coordinated investment banking, research coverage and institutional investor relationships with a significant number of new financial institutions. Initiated and helped establish a funding platform through repurchase agreements and off balance sheet investment vehicles. Re-established and strengthened long-standing relationships with banks, municipalities and other financial institutions.



Kidder, Peabody & Co.

• United States
• Financial Services
• 1 - 100 Employee

• Assistant Vice President-Institutional Sales/Public Finance

  • Jun 1985 - Jun 1989