Charles R. Boyer

P.O. Box 2614, Palm Beach, FL 33480
Cell: (561) 313-7432
Email: Charlie@JazzBluesFlorida.com

Professional Summary

Experienced in service, retail, financial services, and nonprofit management, with a strong academic foundation and a proven record in customer service, business start-up, development, and management.

Education

  • MBA, Palm Beach Atlantic University, West Palm Beach, FL – December 1995

  • BA in Business Finance and Accounting, University of Wisconsin–Eau Claire – May 1986

  • AAS in Marketing, Waukesha County Technical Institute – May 1980

Professional Certifications & Licenses

  • Hospitality & Tourism Management Certificate – Florida Atlantic Executive Education, 2020

  • Accredited Investment Fiduciary® (2006–2008)

  • Certified Financial Planner™ Comprehensive Exam Completion (1997–2009)

  • Series 7, 9, 10, 24, 63, 65 Securities Licenses (1997–2003)

  • Life Insurance & Annuity Licenses (1997–2009)

  • Certificate of Specialization in Financial Planning – Nova Southeastern University, 1997

  • Florida Trust School Certificate – University of South Florida, 1995

  • IRS Tax Preparation Certification, 2002

Professional Development

  • Dale Carnegie Course – Leadership, Communication, and People Skills (2002)

  • H&R Block Income Tax Course (2002)

Association Memberships & Civic Involvement

  • Ruby’s Pantry – Volunteer, food share distribution (2022)

  • FEED Kitchens/Badger Prairie Needs Network – Volunteer, Soup’s On! project during COVID-19

  • Palm Beach Rotary Club – Member and Officer (2005–2008)

  • VITA (Volunteer Income Tax Assistance) – Tax Preparer (2006)

  • Volunteer Florida Hurricane Recovery Fund – Chairman, Palm Beach County Distribution Committee (2004–2005)

  • Palm Beach Atlantic University Rinker MBA Association – Founder, Past President, and Life Member (1995–present)

  • Gulfstream Goodwill Industries – Board of Directors, Finance & Communications Committees (2001–2003)

  • Jazz Arts Music Society of Palm Beach (JAMS) – Treasurer and Founding Board Member (1999–2007)

  • SIGMA BETA DELTA – International Honor Society in Business (2002–present)

  • Old Northwood Historic District – Community volunteer

Professional Presentations

  • Goodwill Industries International National Conference, Panelist on sustainable funding development – Pittsburgh, 2004

Career Experience

Financial Services

  • Senior Analyst and Producer in wealth transfer and financial planning with corporation-wide responsibilities.

  • Independent broker providing comprehensive financial planning.

  • Consultant to financial services firms on case development and training.

  • Managed case writing department producing 800+ presentations annually with portfolio recommendations exceeding $250 million.

  • Supervised database development and application integration.

  • Established and managed proprietary marketing and contact database at Smith Barney.

  • Founded Wisconsin-based partnership investment group yielding 17%+ annual returns.

Business Management

  • Founder & Publisher of Jazz Blues Florida LLC, the state’s only online platform for live jazz and blues promotion. Transitioned fully online in 2009, after printing/distributing 200,000 copies annually.

  • Executive Director, Gulfstream Goodwill Industries Foundation – established 501(c)(3), managed endowment funding and marketing.

  • Founded and sold a Wisconsin-based weekly publication.

  • Established an international fashion design company in St. Thomas, VI.

  • Operations Manager, resort service business in Virgin Islands.

Retail Management & Sales

  • Developed first U.S. retail outlet for Mink America, the largest U.S. fur and leather manufacturer/wholesaler.

  • Managed start-up operations, reporting, licensing, and store management in St. Thomas, VI.

Food & Beverage Management

  • Kitchen Manager, Madison Mallards Baseball (seasonal).

  • Raised in a multi-generational family restaurant business (70+ years).

  • Bar Manager for three Palm Beach restaurants.

  • Manager of bar/restaurant in Wisconsin recreation area with full P&L responsibility.

  • Dining Room Manager, Wisconsin Maximum Security Facility for Juvenile Males.

Career History

  • Current – Owner/Publisher, Jazz Blues Florida LLC (2009–present)

  • 2003–2007 – Executive Director, Gulfstream Goodwill Industries Foundation, Inc.

  • 2003–2004 – Executive Director, Marketing & Foundation, Gulfstream Goodwill Industries, Inc.

  • 2002–2003 – VP Business Development & Financial Advising, Castillo-Lambourg & Associates

  • 1999–2002 – Senior Analyst/Producer, JB Hanauer & Co. (Promoted to Asset Management & Wealth Transfer Coordinator)

  • 1996–1998 – Manager, Case Writing Department, Barry Financial Group, Inc.

  • 1995–1996 – Database Management, Smith Barney, Inc.

  • 1990–1994 – Restaurant Manager (Palm Beach, seasonal)

  • 1990–1992 – Owner/Manager, PS Information Services (Wisconsin)

  • 1986–1989 – Owner/Manager, MKM Inc. (St. Thomas, VI)

  • 1985–1989 – Founder/Managing Partner, PS Investment Group (Wisconsin)

  • 1988–1989 – Development/Retail Manager, Mink America (St. Thomas, VI)

  • 1987–1988 – Operations Manager, Vector Vision (St. Thomas, VI)

  • 1982–1983 – General Manager, Saloon DuBay (Wisconsin)

  • 1986–2004 – Business Consultant for start-ups in financial/marketing systems