Carly Barton Email & Phone Number
Partner | Head of Client Strategy @ Cerity Partners
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Carly Barton Location
- United States
Carly Barton Work
- 2026 -now Partner | Head of Client Strategy @
- 2025 -2026 SVP | Director of Sales Enablement @
- 2021 -2025 SVP, Head of Client Strategy and Business Development PNC Private Bank @
- 2016 -2021 Sr. Director, Client Strategy and Business Development @
- 2012 -2016 Vice President and Senior Wealth Advisor @
- 2008 -2011 Senior Trust Advisor @
- 2006 -2008 Associate @
- 2005 -2006 Legal Intern @
- 2005 -2005 Summer Legal Intern @ Allegheny County District Attorney’s Office
- 2002 -2003 Assistant Manager @
- 2000 -2002 Sales And Service Associate @ Central Carolina Bank
Carly Barton Education
- Duquesne University School of Law
- North Carolina State University
(Business Administration and Management, General)
- University of North Carolina at Greensboro
Bachelor of Arts (B.A.) (Business Administration and Management, General)
Carly Barton Skills
- Wealth Management
- Banking
- Investments
- Estate Planning
- Retirement Planning
- Business Development
- Asset Managment
- Loans
- Strategic Financial Planning
- Commercial Banking
- Small Business Lending
- Insurance
- Financial Planning
- Asset Management
- Financial Analysis
- Portfolio Management
- New Business Development
- Inheritance Tax Planning
- Estate Tax Planning
- Fiduciary Services
- Estate Administration
- Trust Services
Carly Barton Summary
- Carly Barton, based in United States, is currently a Partner | Head of Client Strategy at Cerity Partners. Carly Barton brings experience from previous roles at PNC, BNY Mellon Wealth Management and First Commonwealth Bank. Carly Barton holds a Duquesne University School of Law. With a robust skill set that includes Wealth Management, Banking, Investments, Estate Planning, Retirement Planning and more. Carly Barton has 1 emails and 1 mobile phone numbers on RocketReach.
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