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Carly Bell Location
Chicago, IL, US
Carly Bell Work
Chief Operating Officer - US Financial Business @ (October 2025 - Present)
Partner, Head of Retirement Services @ (January 2022 - August 2025)
SVP Practice Leader of Midwest Retirement Services @ (August 2018 - December 2021)
VP Senior Consultant @ (May 2009 - December 2021)
Client Relationship Manager @ (June 2007 - January 2009)
Investment Analyst @ (January 2006 - July 2007)
Carly Bell Education
University of Illinois Chicago-College of Business Administration
Master of Business Administration (MBA) (Finance and Management)
2013-2015
University of Illinois Chicago
Bachelors (Double Major: Economics and Finance)
2005-2006
Carly Bell Skills
401k
Asset Allocation
Benefits Administration
Business Planning
Defined Benefit
Defined Contribution
Due Diligence
ERISA
Employee Benefits
Investment Strategies
Investments
Mergers
Mergers & Acquisitions
Mutual Funds
Pensions
Retirement
Retirement Planning
Vendor Management
Carly Bell Summary
Carly Bell, based in Chicago, IL, US, is currently a Chief Operating Officer - US Financial Business at Gallagher. Carly Bell brings experience from previous roles at Creative Planning Retirement Services, Lockton Companies and Blue Prairie Group, LLC. Carly Bell holds a 2013 - 2015 Master of Business Administration (MBA) in Finance and Management @ University of Illinois Chicago-College of Business Administration. With a robust skill set that includes 401k, Asset Allocation, Benefits Administration, Business Planning, Defined Benefit and more. Carly Bell has 1 emails and 1 mobile phone numbers on RocketReach.
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