Carla Email & Phone Number
V P of Sales @ Vision 4 Fund Distributors
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Carla Location
- Garwood, TX, US
Carla Work
- V P of Sales @ (August 2024 - Present)
- Regional Director @ (November 2018 - Present)
- Regional Director @ (August 2024 - Present)
- Regional Director @ (November 2018 - August 2024)
- Regional Director @ (November 2018 - August 2024)
- Partner, Regional Director @ (November 2018 - August 2024)
- Life and Financial Services Agent @ Farmers Insurance (January 2014 - May 2018)
- Marketing Coordinator, @ CJ Goehring & Associates (September 2009 - June 2016)
- Regional Director @ Piedmont Capital Distributors (August 2011 - January 2013)
- Sales Coordinator @ (September 2006 - September 2009)
- Director @ (December 2002 - June 2006)
- Regional Vice President @ J & W Seligman (January 1996 - December 2002)
- Regional Director @ Overland Express--Wells Fargo--Stephens, Inc (July 1991 - December 1995)
Carla Education
- Texas State University
BBA (Finance)
1980-1984
Carla Skills
- Alternative Investments
- Series 63
- Fixed Annuities
- Insurance
- Retirement Planning
- Sales
- Portfolio Management
- Sales Operations
- Investments
- Bloomberg
- Finance
- Asset Allocation
- Strategy
- Financial Services
- Equities
- Wealth Management
- Mutual Funds
- Marketing
- Separately Managed Accounts
- Management
- Trading
- Retirement
- Series 7
- Hedge Funds
- Financial Markets
Carla Summary
- Carla, based in Garwood, TX, US, is currently a V P of Sales at Vision 4 Fund Distributors. Carla brings experience from previous roles at AlphaCentric Advisors, MVRK Capital, Multi-Funds LLC and FNEX. Carla holds a 1980 - 1984 BBA in Finance @ Texas State University. With a robust skill set that includes Alternative Investments, Series 63, Fixed Annuities, Insurance, Retirement Planning and more. Carla has 4 emails and 1 mobile phone numbers on RocketReach.
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Carla
V P of Sales
Garwood, TX, US
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