Eileen Carlson Email & Phone Number
Director of Client Service @ Canby Financial Advisors
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Eileen Carlson Location
- Sudbury, MA, US
Eileen Carlson Work
- 2024 -now Director of Client Service @
- 2018 -2024 Senior Client Service Manager @
- 2017 -2018 Client Relationship Manager @ Integrated Financial Partners
- 2016 -2017 Sales Associate @
- 2014 -2017 Education Coordinator @ Congregation Beth El Sudbury of the Sudbury River Valley
- 2014 -2016 Retail Sales Associate @
- 1989 -1992 Administrative Assistant @ Boston Financial Management, LLC
- 1987 -1989 Account Manager @
- 1985 -1987 Brokerage Assistant @
Eileen Carlson Education
- Boston College
Bachelor's Degree (Marketing/Economics)
1981-1985 - Upper St. Clair High School, Pittsburgh, PA 1981-1985
Eileen Carlson Skills
- Microsoft Word
- Merchandising
- Customer Service
- PowerPoint
- Sales
- Microsoft Office
- Time Management
- Portfolio Management
- Microsoft Excel
- Retail
Eileen Carlson Summary
- Eileen Carlson, based in Sudbury, MA, US, is currently a Director of Client Service at Canby Financial Advisors. Eileen Carlson brings experience from previous roles at Canby Financial Advisors, Integrated Financial Partners, Blue Dry Goods and Congregation Beth El Sudbury of the Sudbury River Valley. Eileen Carlson holds a 1981 - 1985 Bachelor's Degree in Marketing/Economics @ Boston College. With a robust skill set that includes Microsoft Word, Merchandising, Customer Service, PowerPoint, Sales and more. Eileen Carlson has 3 emails and 2 mobile phone numbers on RocketReach.
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