Datos Insights
Charles Subrt, JD has extensive work experience in the financial services industry. Charles worked at Datos Insights as the Director of Fraud & AML Practice, where they provided advisory services to executives in the banking, insurance, and securities sectors. Prior to that, they held the role of Senior Analyst in AML & Fraud at Aite Group, where they advised financial institutions, payment firms, and technology vendors. Charles also has a strong background in compliance, having worked at Sun Life Financial as an Assistant Vice President and Compliance Officer. In this role, they led the compliance function for Sun Life's Bermuda-based affiliate and later became the Assistant Vice President and Chief Anti-Money Laundering Officer, overseeing enterprise-wide AML programs. Charles Subrt also co-founded Atlantic Exchange Company, a financial and consulting firm specializing in tax-deferred exchanges. Charles held various leadership roles at the company, including Senior Vice President and Regional Director. Overall, Charles Subrt's experience demonstrates their expertise in fraud prevention, AML compliance, and financial advisory services.
Charles Subrt, JD, attended Colgate University from 1987 to 1991 and obtained a Bachelor of Arts in History. Charles then attended Boston College Law School from 1991 to 1994 where they earned a JD in Law.
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Datos Insights
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Datos Insights delivers the most comprehensive and industry-specific data and advice to the companies trusted to protect and grow the world’s assets as well as to the technology and service providers who support them. We are staffed by experienced industry executives, researchers, and consultants. Comprising former senior technology, strategy, and operations executives as well as experienced researchers and consultants, our experts provide actionable advice to our client base, leveraging deep insights developed via our extensive network of clients and other industry contacts. The quality of our research, insights, and advice is driven by our core values: independence, objectivity, curiosity, and integrity. Our goal is to be a trusted advisor to our clients by using our data, experience, and proven best practices to help them make better, faster, and more lasting decisions. Our products and services include: Insights and Advisory Service: Clients gain access to our research and unlimited interactions with our experts. We believe that access to our advisors is at the core of a successful relationship—for our clients and for us. Contact our experts directly, any time, and we will respond quickly. Financial Services CIO/CTO Advisory: Our team of former CIOs and CTOs helps executives and their teams tackle their most pressing challenges through workshops, consultations, and strategic guidance. Strategy Consulting: We provide comprehensive strategy, operational, and technology consulting engagements, including vendor selection projects. Custom Insights: We help clients develop sound long-term growth plans through peer-group benchmarking, competitive intelligence analysis, and go-to-market studies. Events: In-person and virtual conferences provide opportunities for attendees to learn about trends impacting their role and how their peers are responding.