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Carly Location
Oakland, CA, US
Carly Work
Managing Director, Head of Client Engagement @ (March 2025 - Present)
Principal, Private Wealth Solutions @ (June 2019 - March 2025)
Investment Marketing Manager @ (August 2010 - June 2019)
Investor Relations Specialist @ (July 2008 - August 2010)
Business Manager @ Davis Securities LLC (June 2007 - July 2008)
Enrollment Coordinator @ New York Kids Club (August 2006 - June 2007)
Real Estate Agent @ Coldwell Banker (April 2005 - August 2006)
Carly Education
San Francisco State University
English (Creative Writing)
Carly Summary
Carly, based in Oakland, CA, US, is currently a Managing Director, Head of Client Engagement at Bluerock. Carly brings experience from previous roles at The Blackstone Group, Man Group, WELCH CAPITAL PARTNERS, LLC and Davis Securities LLC. Carly holds a English in Creative Writing @ San Francisco State University. Carly has 5 emails and 2 mobile phone numbers on RocketReach.
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