Kai Carroll Email & Phone Number
Financial Advisor @ Wells Fargo Advisors
5 free lookup(s).
If you need more lookups,
subscriptions start at $34 USD/month.
Kai Carroll Location
- Seattle, WA, US
Kai Carroll Work
- Financial Advisor @ (July 2024 - Present)
- Director | Client Advisory @ (January 2020 - March 2022)
- Vice President | Private Banking @ (December 2016 - January 2020)
- Associate Director | Private Banking @ (October 2012 - November 2016)
- Private Banker @ (October 2006 - October 2012)
- Relationship Banker @ (August 2002 - September 2006)
Kai Carroll Education
- University of Washington
Bachelor of Arts (BA)
Kai Carroll Skills
- Private Banking
- Wealth Management
- Wealth Management Services
- Cash Management
- Commercial Lending
- Commercial Banking
- Strategic Financial Planning
- Mortgage Lending
- Investments
- Series 7
- Series 66
- Insurance License, Life and Disability
- Small Business Lending
- Uniform Combined State Law
- Consumer Lending
- Banking
- PowerPoint
- Business Development
- Microsoft Word
- Credit
- Life And Disability
- Research
- Insurance License
- Strategic Financial
- Life
- Uniform Combined State
Kai Carroll Summary
- Kai Carroll, based in Seattle, WA, US, is currently a Financial Advisor at Wells Fargo Advisors. Kai Carroll brings experience from previous roles at Ascent Private Capital Management, Washington Trust Bank and Wells Fargo. Kai Carroll holds a Bachelor of Arts (BA) @ University of Washington. With a robust skill set that includes Private Banking, Wealth Management, Wealth Management Services, Cash Management, Commercial Lending and more. Kai Carroll has 2 emails and 1 mobile phone numbers on RocketReach.
Looking for a different Kai Carroll?
Find contact details for 700 million professionals.
Others Named Kai Carroll
Top Wells Fargo Advisors Employees
Neil Canell
Managing Director - Investments
New York, NY, US
Jay Canell
Managing Director
New York, NY, US
John McCauley
Managing Director - Investments
Houston, TX, US
Zach Smith
Chief Administrative Officer
St. Louis, MO, US
Ed Perez
Managing Director - Investments
Fort Worth, TX, US
John Tyers
President, Wells Fargo Advisors Financial Network
Charlotte, NC, US
Cam Davis
Managing Director - Investments
Los Angeles, CA, US
Andrew Bitterlin
Managing Director- Investments
San Diego, CA, US
Mark Longman
Managing Director, Senior Compliance Manager
St. Louis, MO, US
Andrew Lee
Managing Director - Investments
Bethesda, MD, US
William Arnold
Managing Director - Investments
St. Louis, MO, US
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co