Elizabeth Carson Email & Phone Number
Executive Director, Family Wealth Director, Portfolio Management Director, Financial Advisor
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Elizabeth Carson Location
- Tulsa, OK, US
Elizabeth Carson Work
- 2004 -now Executive Director, Family Wealth Director, Portfolio Management Director, Financial Advisor @ Morgan Stanley
- 1997 -2004 Financial Advisor @ BOSC, Inc.
Elizabeth Carson Education
- The American College of Financial Services
(Chartered Advisor in Philathropy)
2018-2019 - Columbia University in the City of New York
(Certified Portfolio Manager)
2015-2016 - The American College
(Finance)
2005-2009 - College for Financial Planning
(Finance)
1999-2001 - Tulsa Junior College
(Accounting)
1992-1993
Elizabeth Carson Skills
- Portfolio Management
- Microsoft Office
- Business Analysis
- Agents
- Public Speaking
- Accounting
- Insurance
- Strategy
- Financial Services
Elizabeth Carson Summary
- Elizabeth Carson, based in Tulsa, OK, US, is currently a Executive Director, Family Wealth Director, Portfolio Management Director, Financial Advisor at Morgan Stanley. Elizabeth Carson brings experience from previous roles at BOSC, Inc.. Elizabeth Carson holds a 2018 - 2019 The American College of Financial Services. With a robust skill set that includes Portfolio Management, Microsoft Office, Business Analysis, Agents, Public Speaking and more. Elizabeth Carson has 2 mobile phone numbers on RocketReach.
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