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David Charles

VP, Customer Strategy
Photo of David Charles

David is a customer strategist who brings people-based, digital marketing solutions to Financial Services clients at Merkle.

With his roots in economics and consulting, David sits at the intersection of business, marketing, and technology, and is thus uniquely positioned to help clients through their digital transformations. This multi-disciplinary background means that David not only articulates the voice of the customer through audience insights and journey mapping, but also grounds his customer strategies in business objectives, bringing those strategies to life with roadmaps that address the realities of governance and technology. 

David has spent the majority of his career supporting Financial Services clients, with a focus on Banking, Insurance, Wealth Management, Asset Management, Retirement, and Credit Cards, working with companies such as JPMorgan Chase, T. Rowe Price, Merrill Lynch, Citi, Visa, American Express, Prudential, and TIAA-CREF. 

Prior to Merkle, David was a VP in Strategy at Razorfish, having spent 17 years there. He started his career in Management Consulting with Arthur Andersen Business Consulting. David holds an MPhil in Economics from the University of Cambridge and a BA in Economics and English from Georgetown University.