For over twenty years, we have creatively addressed business challenges and opportunities, including the development and marketing of institutional investment products valued in the tens of billions of dollars . With experience at the CFO/COO level at both publicly traded and privately held firms, we have been involved in a number of mergers, acqusitions, and strart-ups.

While focused on the investment management industry, we have lead strategic planning efforts in a range of industries including technology, transportation, and healthcare

In leading PIMCO’s effort into the defined contribution market, Chuck developed structured products with typical deal sizes of a $100 MM to $600 MM, and created a $20-plus billion, semi-autonomous business unit within PIMCO. Dierctly marketing innovative derivative products to large institutional clients, Mr. Daniels brought in a full third of PIMCO's total new assets over a five-year period. Most of this AUM was from new clients that Mr. Daniles brought to the PIMCO, including Westinghouse, IBM, DuPont, McGraw-Hill, BP America.

With recent involvement in a number of investment banking projects and start-ups, Mr. Daniels has developed an increasing breadth of skills. These projects included the start-up of a fixed income hedge fund, the creation of a multi-billion dollar structured investment vehicle for a Japanese client, and an internet-based, import-export business group..

Mr. Daniles offers a unique and practical perspective to infrastrucre design and day-to-day business management, via experience in a CFO/COO role with PIMCO, Treasurer with industry financial data and networking company Quotron Systems, and in senior level accounting roles in the tranportation and healthcare industries.