Carrie Larson Email & Phone Number
Executive Director, Senior Wealth Strategist, Advanced Planning Group @ UBS Group AG
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Carrie Larson Location
- New York, NY, US
Carrie Larson Work
- 2022 -now Executive Director, Senior Wealth Strategist, Advanced Planning Group @
- 2021 -2022 Director, Senior Wealth Strategist, Advanced Planning Group @
- 2019 -2021 Director, Wealth Strategist, Advanced Planning Group @
- 2016 -2019 Associate Director, Associate Wealth Strategist, Advanced Planning Group @
- 2016 -2016 Financial Planner @ Goldman Sachs Family Office
- 2013 -2015 Senior Financial Analyst @ Goldman Sachs Family Office
- 2011 -2013 Financial Analyst @ Goldman Sachs Family Office
- 2011 -2011 Legal Intern @ Goldman Sachs Family Office
Carrie Larson Education
- New York Law School
Juris Doctor (J.D.) (Banking, Finance, Financial Services, Estate Planning, and Tax Law)
2010-2013 - University of Minnesota-Twin Cities
Bachelor of Arts (B.A.) (Industrial and Organizational Psychology)
2003-2006
Carrie Larson Skills
- Estate Planning
- Financial Advisory
- Portfolio Management
- Financial Modeling
- High Net Worth Individuals
- High Net Worth
- Private Wealth Management
- Investments
- Asset Management
- Legal
- Finance
- Private Wealth
- Banking Law
- Estate Tax Planning
- Financial Analysis
- Wealth Management
- Financial Planning
- Family Office
- Wealth Management Services
- Tax Preparation
Carrie Larson Summary
- Carrie Larson, based in New York, NY, US, is currently a Executive Director, Senior Wealth Strategist, Advanced Planning Group at UBS. Carrie Larson brings experience from previous roles at UBS and Goldman Sachs Family Office. Carrie Larson holds a 2010 - 2013 Juris Doctor (J.D.) in Banking, Finance, Financial Services, Estate Planning, and Tax Law @ New York Law School. With a robust skill set that includes Estate Planning, Financial Advisory, Portfolio Management, Financial Modeling, High Net Worth Individuals and more. Carrie Larson has 2 emails and 1 mobile phone numbers on RocketReach.
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