Cari Leamy Location
San Diego, CA, US
Cari Leamy Work
- 2019 - now Financial Planner @ Intelligence Driven Advisers (IDA)
- 2018 - 2019 Financial Planner @ Guide My Finances
- 2014 - 2016 General Support and Financial Planner @ JRB Wealth Management
- 2009 - 2011 Investment Advisor and Financial Planner, Private Client Group @ Golub Group, LLC
- 2007 - 2008 Investment Counselor, Private Client Group @ Fisher Investments
- 2001 - 2006 Banking and Investments @ Bank of America
Cari Leamy Education
- University of Oregon
Bachelor of Science (Political Science)
Cari Leamy Skills
- College Education Planning
- Marketing Communications
- Marketing
- Asset Management
- Relationship Management
- Admissions
- Personal Financial
- College Education
- Financial Communications
- Salesforce.com
Cari Leamy Summary
Cari Leamy, based in San Diego, CA, US, is currently a Financial Planner at Labrum Wealth Management. Cari Leamy brings experience from previous roles at Guide My Finances, JRB Wealth Management, Golub Group, LLC and Fisher Investments. Cari Leamy holds a Bachelor of Science in Political Science @ University of Oregon. With a robust skill set that includes College Education Planning, Marketing Communications, Marketing, Asset Management, Relationship Management and more. Cari Leamy has 1 mobile phone numbers on RocketReach.
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