Carly Fagan Barton is a skilled expert, that works in Bny Mellon Wealth Management main office of which is in 4. on the position of Wealth Director and Vice President from 2016. This expert gained professional experience in more than seven positions at various companies. Carly Fagan Barton went to the University of North Carolina at Greensboro and got education. Pittsburgh, Pennsylvania is the area, where this person was lastly known to live. Carly's phone number and email can be accessed through this website on demand.
Name variants:
Carlee Barton,
Carleigh Barton,
Carley Barton,
Carlie Barton,
Karlee Barton,
Karlie Barton
Last updated Jul 05, 2024
Contact Information
Workplace
Wealth Director and Vice President
New York, NY
Industry
Financial Services
Colleagues
Work History
Wealth Director and Vice President
200 Park Ave, New York, NY 10016
BNY Mellon Wealth Management is one of the nation's top 10 wealth managers. Combining the strengths of a global financial leader with the care and commitment of a small firm, we draw upon le...
from Feb 1, 2016
Vice President and Senior Wealth Advisor
601 Philadelphia St, Indiana, PA 15701
Jan 2012 — Feb 2016
Occupations
Executive
Vice President
Director
Managers
Leader
Advisor
Chief Executive
Operations Manager
Skills
Wealth Management
Banking
Estate Planning
Investments
Retirement Planning
Loans
Asset Management
Financial Planning
Portfolio Management
Commercial Banking
Small Business Lending
Inheritance Tax Planning
Strategic Financial Planning
Insurance
Financial Analysis
Estate Tax Planning
Fiduciary Services
Estate Administration
Business Development
Asset Managment
Trust Services
New Business Development
FAQs about Carly Fagan Barton
What's the main profession of Carly Fagan Barton?
Carly Fagan Barton is a Wealth Director and Vice President.
What are the profession of This expert?
These person's professions are Executive and Vice President
Where does Carly Fagan Barton live?
Pittsburgh, Pennsylvania is the place where Carly Fagan Barton currently lives
Where did Carly Fagan Barton work?
The professional worked at Bny Mellon Wealth Management, First Commonwealth Bank.
Where has Carly Fagan Barton studied?
Carly studied at the University of North Carolina at Greensboro.
Are there any special industries Carly Fagan Barton is connected to?
This professional works in Investment Management industry.
What are special skills of Carly Fagan Barton?
This professional has such skills as Wealth Management, Banking, Estate Planning, Investments, Retirement Planning, Loans, Asset Management, Financial Planning, and Portfolio Management.