Charlie Roberts

As the Director of Client Management at Trillium Surveyor, I’ll be helping firms unlock the full power of a platform built to make trade surveillance and best execution analytics truly elegant. Trillium Surveyor was born inside a high‑performance proprietary trading firm that needed a smarter, more rigorous way to supervise trading activity—and when no commercial product met the bar, the team built its own. Today, that same platform delivers industry‑first 24/5 surveillance coverage, cross‑asset manipulation detection, and best execution analytics that eliminate weeks of manual prep through instant, daily insights. My role focuses on ensuring clients get maximum value from this unified data foundation, whether they deploy trade surveillance, best execution analytics, or both together. I’ll be partnering with trading, compliance, and operations teams to help them turn complex trade data into actionable intelligence, supported by tools designed for clarity, speed, and explainability. Above all, I’m here to help our clients transform oversight into a performance advantage as markets evolve and regulatory expectations accelerate. If you’re curious how Surveyor can elevate your firm’s supervision or execution performance, I’d love to connect and share more.

Sales - Enterprise SaaS - ZEMA Global - commodities trading, market data, and risk management with data aggregation, automation, and analytics solutions.

Fenergo develops leading SaaS financial technology solutions to improve client lifecycle management (CLM) and support regulatory compliance. New Business (hunter) focusing on medium and large banks and financial institutions in the USA.

Global data & analytics provider to oil & gas, petrochemicals, and commodities. • Managed enterprise relationships with Global Oil and Gas teams, providing daily • exposure to the workflows, risk factors, and operational constraints. • Identified cross-sell opportunities across analytics, vessel tracking, emissions, and • market intelligence modules. • Coordinated internal specialists, SMEs, and technical resources to support customer adoption and expansion.

Account Manager – Commodities & Energy, Data & Analytics Exceeded target each quarter, with consistent top ranking across team. Retention and upsell: WorldCheckOne, Eikon/Workspace, Data Licensing, DataScope Select (Data Feeds)

Office lead for Evanston ICIS. Account Management & Account Growth - Focused on clients in Chicagoland and greater Midwestern region. Clients included; medical, refining, packaging, manufacturing (OEM & subcontractors), food & agriculture, and general petrochemical procurement. Worked closely with clients to identify additional value, expand use cases, and introduce new products & services. Partnered with channel partners to ensure data & licensing accuracy, as well as expand brand presence in the commodity trading space.

Acquired by DrillingInfo ( Sep 2016) GlobalView is the leading provider of real-time, historical and proprietary enterprise wide data management solutions for the energy industry. Our suite of applications including MarketView desktop Exceltools and Mobile allows end-users to access a comprehensive collection of global energy data into their chosen platform for price discovery, bench-marking, charting and other trading strategies. Our Data Management Solutions, including the DataGenic product suite, give clients a complete end to end life cycle of data needed in today's energy world. Territory includes Northeastern and Midwest United States.

Retail financial services for low credit individuals. Managed company from beginning, to 5 stores with an internet presence, reaching profitability and outstanding principal balance goals. Responsibilities included: managing 10+ employees at multiple locations, overseeing regulatory requirements, collections, cash flow, security, all aspects of store build out, internal controls, contract negotiation, technology, and all of the things that can happen in a small business on any given day.