As a mother of four residing in the Chicago suburbs, Josie Charlton embodies the essence of balance and dynamism. With an extraordinary talent for strategic organization of information and a versatile skill set encompassing both strategies and tactics, she has excelled in various leadership roles throughout her 20+ year career in the financial services industry.
Josie's journey began with a high level of involvement in her parents' personal lines insurance agency, where she honed her talents and developed a deep love for the family business environment. Early in her career, she specialized in high net worth informal underwriting and database administration, playing a pivotal role in creating and implementing firm-wide procedures that optimized efficiency and client experiences.
Transitioning to a high-level managerial position in a prominent consulting firm, Josie spearheaded initiatives to leverage technology for enhanced productivity. Her visionary leadership and strategic acumen were instrumental in implementing cutting-edge solutions to streamline operations and elevate client support services.
As a lead software trainer for EBIX CRM, Josie's dedication to empowering financial advisors to harness technology for improved processes, client outreach, and revenue generation became evident. Her expertise and passion led her to establish her own successful consulting firm in 2017, where she has coached advisors across the country to embrace technology-driven strategies for success.
Now, as the Chief Operating Officer at Flah & Company, Josie's exceptional abilities shine as she oversees firm wide operations with personalized touch and manages procurement and resource allocation with precision. Her strategic mindset drives her role in defining, implementing, and revising operational policies and guidelines, ensuring that Flah & Co operates at the pinnacle of efficiency and compliance.
Josie's visionary approach extends to developing and executing new growth directives, guiding Flah & Company towards exciting new horizons of success. With her wealth of experience, unwavering dedication, and love for the family business environment, Josie Charlton stands as an empowering force, fostering excellence in operations and client services.
