Carla Location
- Garwood, TX, US
Carla Work
- 2024 - now V P of Sales @
- 2018 - now Regional Director @
- 2024 - now Regional Director @
- 2018 - 2024 Regional Director @
- 2018 - 2024 Regional Director @
- 2018 - 2024 Partner, Regional Director @
- 2014 - 2018 Life and Financial Services Agent @ Farmers Insurance
- 2009 - 2016 Marketing Coordinator, @ CJ Goehring & Associates
- 2011 - 2013 Regional Director @ Piedmont Capital Distributors
- 2006 - 2009 Sales Coordinator @
- 2002 - 2006 Director @
- 1996 - 2002 Regional Vice President @ J & W Seligman
- 1991 - 1995 Regional Director @ Overland Express--Wells Fargo--Stephens, Inc
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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Others Named Carla
Carla
V P of Sales
Garwood, TX, US
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Carla
V P of Sales
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Joe McMenamin
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