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
- Director of Client Service @ (January 2024 - Present)
- Senior Client Service Manager @ (May 2018 - January 2024)
- Client Relationship Manager @ Integrated Financial Partners (April 2017 - April 2018)
- Sales Associate @ (February 2016 - August 2017)
- Education Coordinator @ Congregation Beth El Sudbury of the Sudbury River Valley (June 2014 - April 2017)
- Retail Sales Associate @ (March 2014 - January 2016)
- Administrative Assistant @ Boston Financial Management, LLC (November 1989 - August 1992)
- Account Manager @ (December 1987 - November 1989)
- Brokerage Assistant @ (June 1985 - December 1987)
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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