Charlie Abbate Director, Financial Services Practice Group

Charlie Abbate leads the Financial Services Practice Group in the Epiq Document Review Services department. He began working with Epiq in 2010, and in February of 2015, he became the dedicated manager for a leading global financial services institution. Since then, Charlie has overseen over a thousand engagements for financial services industry clients and has helped to develop various bespoke workflows. The Early Case Assessment (ECA) workflow has been instrumental in providing data reduction and cost savings to Epiq financial services clients. In addition to providing ECA consultation services, Charlie consults on workflow setup and strategy and oversees the review teams to ensure the efficiency processes are accurately implemented. Charlie is a Relativity Certified Administrator, AI Pro, and is Blackout Certified.