We found the following information about Carly Tucker at Consolidated Planning, Inc., where this person has worked as a Financial Strategist and Case Operations Manager For Advisor Performance Group since 2011. Carly's total work experience is over four years, during which time Carly Tucker had at least three jobs at different places to develop professional skills. Carly attended school at the University of North Carolina Wilmington from 2005 to 2007. Aylett, Virginia is the place where this person presently lives. You can find this professional's current phone number and email through SoftwareOfficial search.
Name variants:
Carlee Tucker,
Carleigh Tucker,
Carley Tucker,
Carlie Tucker,
Karlee Tucker,
Karlie Tucker
Last updated Jul 06, 2024
Contact Information
Last Update
Jun 22, 2022
Email
ct**@cplanning.com
Location
Aylett, VA
Company
Workplace
Financial Strategist and Case Operations Manager For Advisor Performance Group
Industry
Financial Services
Colleagues
Work History
Financial Strategist and Case Operations Manager For Advisor Performance Group
Support Liaison to 100+ advisors for case analysis, design, CRM and training
Devise wealth preservation and accumulation strategies
Supervise case management for advanced planning t...
from Dec 2011
Financial Representative
Created customized financial strategies for individuals and business owners, with an emphasis on optimal protection, risk management, wealth accumulation, improved tax efficiency, estate p...
Jan 2011 — Aug 2011
Planning Administrator
10155 York Rd SUITE 105, Hunt Valley, MD 21030
Analyzed current and prospective client portfolios
Recommended repositioning strategies and investment options to advisors
Updated and evaluated 7-10 model portfolios on a monthly b...
Jun 2007 — Jan 2011
Education
2005 — 2007
2003 — 2005
2002 — 2003
Occupations
Professor
School Principal
Executive
Owner
Operations Manager
Director of Operations
Advisor
Accountant
Finance and Accounting Specialist
Representative
School Administrator
Educational Manager
Chief Executive
Accounting Bookkeeper
Bookkeeper
Skills
Powerpoint
Cash Flow
Case Managment
Wealth Preservation Planning
Insurance
Retirement Planning
Financial Planning
Financial Modeling
Education Funding
Licensed Life
Investments
Case Analysis
Cost Basis Reporting
Finance
Series 6
401K
Strategic Planning
Income Protection
Asset Allocation
Financial Services
Hands on Training
Wealth Management
Life Insurance
Strategic Financial Planning
Savings
Investment Strategies
Risk Management
Microsoft Excel
New Hire Training
Process Efficiency
Financial Analysis
Personal Financial Planning
Debt Management
Teamwork
401K Rollovers
Project Management
Financial Statements
Retirement
Employee Benefits
Whole Life
FAQs about Carly Tucker
What's the profession of Carly Tucker?
This professional's job is Managing Principal and Agency Owner
What are the profession of The professional?
These person's professions are Professor and School Principal
Where does Carly Tucker live?
The professional lives in Aylett, Virginia.
Does Carly Tucker have the email address?
ct**@cplanning.com is Carly's email address.
How many companies did Carly Tucker work at?
Carly Tucker worked at three jobs.
What education does Carly Tucker have?
Carly studied at the University of North Carolina Wilmington from 2005 to 2007.
What is the industry that Carly Tucker is connected to?
Carly works in Financial Services industry.
What are special skills of Carly Tucker?
This person has skills in the following areas: Powerpoint, Cash Flow, Case Managment, Wealth Preservation Planning, Insurance, Retirement Planning, Financial Planning, and Financial Modeling.