Ian Charles
Director/Board Member at THE GLIMPSE GROUP, INC.
Net worth: 3 700 $ as of 2024-04-29
Profile
Ian M.
Charles founded Real Estate Equity Exchange, Inc. in 2004, where he worked as Chief Financial Officer.
Mr. Charles also currently works at The Glimpse Group, Inc., as Independent Director from 2022 and Filevine, Inc., as Co-Chief Financial Officer from 2022.
Mr. Charles also formerly worked at Imc Capital Partners LLC, as Chief Executive Officer, AOL Time Warner, Inc., as Director-Corporate Development, Cowen & Co. LLC, as Vice President & Equity Research Analyst, Planful, Inc., as Chief Financial Officer, UNX LLC, as Senior Vice President-Corporate Development, The Brenner Group, Inc., as Chief Financial Officer, RMG Networks, Inc., as Chief Financial Officer, and Scoop Technologies, Inc., as Chief Financial Officer from 2019 to 2021.
Mr. Charles received his undergraduate degree from The University of Colorado and Masters Business Admin degree from the University of San Francisco.
Known holdings in public companies
| Company | Date | Number of shares | Valuation | Valuation date |
|---|---|---|---|---|
GLIMPSE GROUP, INC.
0.02% | 2024-02-29 | 3,333 ( 0.02% ) | 3 700 $ | 2024-04-29 |
Ian Charles active positions
| Companies | Position | Start |
|---|---|---|
| THE GLIMPSE GROUP, INC. | Director/Board Member | 2022-01-17 |
Filevine, Inc.
 Filevine, Inc. Packaged SoftwareTechnology Services Filevine, Inc. provides project management solutions. The firm offers legal case management and corporate legal software. The company was founded by Jonathan E. Ord, Ryan Anderson, James Blake and Nathan Morris in 2014 and is headquartered in Las Vegas, NV. | Director of Finance/CFO | 2021-12-31 |
Former positions of Ian Charles
| Companies | Position | End |
|---|---|---|
Scoop Technologies, Inc.
 Scoop Technologies, Inc. Packaged SoftwareTechnology Services Scoop Technologies, Inc. develops and operates application for carpooling and transportation. Its application allows users to schedule morning and afternoon commutes with nearby co-workers and neighbours; and tailors a custom carpool based on route, employer, and traffic. The company was founded by Jonathan Sadow and Robert Sadow in 2015 and is headquartered in San Francisco, CA. | Director of Finance/CFO | 2020-12-31 |
Planful, Inc.
 Planful, Inc. Miscellaneous Commercial ServicesCommercial Services Planful, Inc. provides corporate performance management solutions for manufacturing, retail, healthcare, technology, financial, and entertainment industries. It offers budgeting, forecasting, financial consolidation, dashboarding, scorecarding, reporting, and analysis. The firm also offers classroom training, virtual classes, recordings, certification, and training guides. The company was founded by James A. Eberlin and Sreedhar Peddineni in May 2000 and is headquartered in Redwood City, CA. | Director of Finance/CFO | 2019-01-01 |
| Imc Capital Partners LLC | Chief Executive Officer | - |
The Brenner Group, Inc.
 The Brenner Group, Inc. Investment ManagersFinance The Brenner Group, Inc. provided financial management and restructuring services. It operated as a professional services firm which specialized in interim financial management, and valuation and financial advisory services, with a primary expertise in venture-backed technology companies. The company was headquartered in Menlo Park, CA. | Director of Finance/CFO | - |
| AOL Time Warner, Inc. | Corporate Officer/Principal | - |
Training of Ian Charles
| The University of Colorado | Undergraduate Degree |
| University of San Francisco | Masters Business Admin |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Listed companies | 1 |
|---|---|
| THE GLIMPSE GROUP, INC. | Technology Services |
| Private companies | 10 |
|---|---|
Cowen & Co. LLC
 Cowen & Co. LLC Investment Banks/BrokersFinance Cowen & Co. LLC is a SEC-registered broker/dealer headquartered in New York City. The firm was founded in 2004 and is a subsidiary of Cowen Holdings, Inc., ultimately owned by The Toronto-Dominion Bank (TSE: TD) in Canada. Cowen & Co. offers industry-focused investment banking for growth-oriented companies, domain knowledge-driven research and a sales and trading platform for institutional investors. Their institutional sales and trading business serves both equity and fixed-income clients. Sales and trading execution platform is structured around the following key verticals: (1) healthcare (2) technology, telecommunications and media (TMT) (3) REITs and financials (4) aerospace and defense (5) consumer and (6) alternative energy. | Finance |
Planful, Inc.
Planful, Inc. Miscellaneous Commercial ServicesCommercial Services Planful, Inc. provides corporate performance management solutions for manufacturing, retail, healthcare, technology, financial, and entertainment industries. It offers budgeting, forecasting, financial consolidation, dashboarding, scorecarding, reporting, and analysis. The firm also offers classroom training, virtual classes, recordings, certification, and training guides. The company was founded by James A. Eberlin and Sreedhar Peddineni in May 2000 and is headquartered in Redwood City, CA. | Commercial Services |
UNX LLC
 UNX LLC Packaged SoftwareTechnology Services UNX LLC supplies innovative broker-neutral EMS technology. The company was founded on March 3, 2000 and is headquartered in New York, NY. | Technology Services |
Real Estate Equity Exchange, Inc.
 Real Estate Equity Exchange, Inc. Investment Banks/BrokersFinance Real Estate Equity Exchange Inc. provides home finance and real estate investment services. It offers services to homeowners, financial advisors, realtors, insurance agents, and charitable organizations. The company was founded by Thomas Sponholtz and is headquartered in San Francisco, CA. | Finance |
The Brenner Group, Inc.
The Brenner Group, Inc. Investment ManagersFinance The Brenner Group, Inc. provided financial management and restructuring services. It operated as a professional services firm which specialized in interim financial management, and valuation and financial advisory services, with a primary expertise in venture-backed technology companies. The company was headquartered in Menlo Park, CA. | Finance |
| AOL Time Warner, Inc. | Communications |
RMG Networks, Inc.
 RMG Networks, Inc. Advertising/Marketing ServicesCommercial Services RMG Networks, Inc. provides away-from-home video, entertainment, news, and information. The firm e Company owns, operates, and powers out-of-home television and video networks, as well as offers design and consulting, content for digital signage network, technology, monetization, media and network operations, and deployment. The company was founded by David W. Liu in 2005 and is headquartered in Addison, TX. | Commercial Services |
| Imc Capital Partners LLC | |
Scoop Technologies, Inc.
Scoop Technologies, Inc. Packaged SoftwareTechnology Services Scoop Technologies, Inc. develops and operates application for carpooling and transportation. Its application allows users to schedule morning and afternoon commutes with nearby co-workers and neighbours; and tailors a custom carpool based on route, employer, and traffic. The company was founded by Jonathan Sadow and Robert Sadow in 2015 and is headquartered in San Francisco, CA. | Technology Services |
Filevine, Inc.
Filevine, Inc. Packaged SoftwareTechnology Services Filevine, Inc. provides project management solutions. The firm offers legal case management and corporate legal software. The company was founded by Jonathan E. Ord, Ryan Anderson, James Blake and Nathan Morris in 2014 and is headquartered in Las Vegas, NV. | Technology Services |
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