
Charles W. Bridges III, MBA
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About me
Financial Representative at Principal Financial
Education

Nova Southeastern University
2010 - 2013Doctor of Education (Ed.D.) Organizational LeadershipMy experience as a doctoral student taught me to approach research, conversations, and leadership roles with an optimistic and open mindset. Through the interconnection of leadership principles and effective organizational development and performance strategies I learned the Ed.D degree is both the practitioners' and researchers' degree of choice. Research strategy and implementation through the dissertation allowed me to demonstrate several skill sets. These skill sets include but are not… Show more My experience as a doctoral student taught me to approach research, conversations, and leadership roles with an optimistic and open mindset. Through the interconnection of leadership principles and effective organizational development and performance strategies I learned the Ed.D degree is both the practitioners' and researchers' degree of choice. Research strategy and implementation through the dissertation allowed me to demonstrate several skill sets. These skill sets include but are not limited to project management, research process and development, technical research writing, and attention to detail at the highest level. Additionally I learned to execute several research methodologies including qualitative and quantitative research as well as the plethora of applications of key leadership skills relating to organizations in higher education and outside academia. Show less

University of Illinois at Urbana-Champaign
1993 - 2000BA CommunicationsActivities and Societies: Board of Directors Member- Urban League Philanthropy Chair- Alpha Phi Alpha Fraternity Inc. Member and Musician- UIUC Black Chorus. 3rd degree Black Belt- Songahm Tae Kwon Do.

Olivet Nazarene University
2003 - 2007MBA Entrepreneurship/Finance
Experience

American Family Insurance
Jan 2003 - Jan 2007AgentRegistered representative with AmFam Securities inc. Insurance Agent. Owner, Entrepreneur. Owned and operated insurance agency with over 650,000 dollars in premium within the business, was responsible for all functions and systems of the business. I managed the marketing, human resources, sales, project management, securities, budgeting and payroll, as well as the business development and forecasting for the agency. The experience was invaluable as I was able to discover weaknesses and strengths within my professional arsenal in a manner that exceeded my initial expectations. I learned to create strategic partnerships, foster a learning culture and to develop a winning team through proper planning and execution. Show less

KONE
Jan 2007 - Jan 2009Project Manager• Conducted technology presentations for top architectural firms on industry trends• Project managed and sold over 5 million in elevator equipment• Proficiency in construction documents, architectural layouts, elevator engineering• Developed bid proposals on multimillion-dollar elevator projects

DeVry University
Jan 2009 - Jan 2012Senior Admissions Advisor• Conducted training, coaching and mentoring for less tenured admissions staff• Team Lead College of Engineering Training for 30 advisors• Promoted to Senior Advisor in just over 2 years of employment• Demonstrated mastery of all degree programs, recognized leader by management

Turtle Tots Academy LLC
Sept 2009 - nowExecutive Vice PresidentThe time frame overlaps between previous positions as Turtle Tots Academy is a family business. I currently hold a senior position with the family organization and work part time in higher education simultaneously. I am responsible for overall operations. All Employees involved with fiscal management, information technology, business development, marketing, and human resources for the organization report to me. Other responsibilities include reporting strategic planning and organizational performance enhancement opportunities to the President. I have also Implemented organizational marketing sector strategies and have designed and implemented human resources procedures and policies as well as employee training programs. My role also requires engagement in organizational vision planning with the president and currently we are planning a significant corporate expansion over the next several years for the southeast region of the United States. Show less

Valencia College
May 2014 - nowProfessor (Part time)Develop,manage, and organize syllabus materials- Including designing and facilitating exams, assignments and class discussions that assess student academic performance and course material retention. Provide classroom instruction integrating a cooperative learning lecture and discussion platform for curriculum dissemination.Coordinate courseware and curriculum with academic department chair and Dean- responsibilities include reviewing textbook or other supplemental teaching material with department chair or Dean.Evaluation or assessment of student academic performance - administration of in class formative and summative assessments of academic performance. Also entails developing required rubrics and assignment and course metrics for appropriate student evaluation.Engage in continuous faculty development and training. Areas of current training and enhancement include but are not limited to: instructional assessment, classroom management, effective lecturing methodology, learning centered teaching strategies, inclusion and diversity, outcomes based practices, and academic knowledge retention. Show less

Hazel Eyes Investment Group
Feb 2022 - nowManaging PartnerAs founder and Managing Partner it is my responsibility to formulate and execute the vision of the organization. HE Investments is the DBA for my financial advisory practice. My focus is developing the infrastructure for the firm, fostering relationships with founders and existing portfolio companies' leadership. The consultancy is primarily concentrated on financial planning, asset management, insurance, and investments. The private equity activities of the firm expands through acquisition of various entities in specific asset classes. We are currently developing a business acquisition and real estate investment fund. Additionally, we consult with organizations and their leaders to assist them in operational, leadership and performance optimization and efficiency. HE investments is both a private equity company and a consultancy. Securities transactions are managed through Principal Securities Inc, our Broker Dealer. Alongside my role at HE Inc., I am an author and speaker and my latest publication will be released in 2025. This book will discuss a disruptive approach to wealth building, both personally (non-monetary wealth) and financially. The new publication will also provide fundamental knowledge needed for achievement and fulfillment personally and professionally. The book will discuss these topics while providing a unique perspective and use as a framework how to view and learn from loss or failure. Show less

New York Life Insurance Company
Jul 2023 - Feb 2024Financial AdvisorAs a New York Life licensed insurance agent and advisor. My main responsibility is a fiduciary one. Above all, I asses the financial needs of those individuals or organizations I work with to provide the right financial product to meet those needs. I consult with clients and prospective clients and learn about the financial goals and objectives daily. I then provide a detailed summary of the rates and terms of the products New York Life offers to help my clients meet their goals and objectives.This position allows me to do what I love, help others. My passion is people, as a New York Life agent and soon to be a New York Life registered representative, I am afforded the opportunity to help both individuals and organizations within the financial services profession. Show less

Principal Financial Network of North Florida
Jan 2025 - nowFinancial Representative, Principal Securities Registered RepresentativeCharles is not licensed in all states to offer securities and insurance products. This site is not a solicitation of interest in any of these products or services in any state in which the registered representatives are not properly licensed.Insurance products issued by Principal National Life Insurance Company (except in NY), Principal Life Insurance Company®, and the companies available through the Preferred Product Network, Inc. Securities and advisory products offered through Principal Securities, Inc., Member SIPC. Referenced companies are members of the Principal Financial Group®, Des Moines, IA 50392. Charles Bridges, III, MBA Principal National and Principal Life Financial Representative, Principal Securities Registered Representative, and a member of the Principal® Financial Network. Show less
Licenses & Certifications

Series 63
FINRAFeb 2025
Series 6
FINRAOct 2024
Honors & Awards
- Awarded to Charles W. Bridges III, MBAMinister of Music Award Living Faith Ministries 2004
- Awarded to Charles W. Bridges III, MBAUniversity of Illinois Black Chorus Keyboardist Award University of Illinois- Urbana Champaign 1995
- Awarded to Charles W. Bridges III, MBANational Honor Society Honoree National Honor Society 1993
- Awarded to Charles W. Bridges III, MBARotary Club of C-U Scholarship Winner Rotary Club of C-U 1993
- Awarded to Charles W. Bridges III, MBAUrban League of C-U Scholarship Winner Urban League of C-U 1992
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