Carolyn Pozzi has been a Cfpâ Vice President Senior Financial Advisor in Gcg Wealth Management, Inc since 2018. Moreover, this expert has an employment history at more than three companies using similar skills. Carolyn has a total work experience of 18+ years. Carolyn Pozzi studied at the Adelphi University. Today Carolyn Pozzi lives in Fernandina, Florida region. You can find this person's actual email address and phone with our search.
Name variants:
Caroline Pozzi
Last updated Jul 06, 2024
Contact Information
Last Update
Jun 22, 2022
Email
ca**@ml.com
Location
Fernandina, FL
Company
Workplace
Cfpâ Vice President Senior Financial Advisor
Charlotte, NC
Industry
Financial Services
Colleagues
Work History
Cfpâ Vice President Senior Financial Advisor
9115 Harris Corners Pkwy SUITE 250, Charlotte, NC 28269
For more than two decades, GCG Wealth Management has successfully evolved with the growing needs of our community and clientele. Our firm’s focus is on helping individual clients and small ...
from Dec 2018
Education
Occupations
Financial Broker
Certified Financial Planner
Executive
Vice President
Financial Consultant
Accountant
Finance and Accounting Specialist
Puchasing and Estimating Manager
Financial Manager
Chief Executive
Financial Services Professional
Financial Services Sales Agent
Accounting Bookkeeper
Bookkeeper
Skills
Series 7
Investments
Portfolio Management
Wealth Management
Equities
Retirement Planning
Retirement Coaching
Strategic Planning
Life and Health
Annutuies
Financial and Strategic Planning
Sales Management
Business Strategy
Negotiation
Marketing Strategy
Forecasting
FAQs about Carolyn Pozzi
What's the main profession of Carolyn Pozzi?
Carolyn Pozzi is a Cfpâ Vice President Senior Financial.
What jobs is Carolyn Pozzi a professional at?
The expert is proficient at such jobs as Financial Broker and Certified Financial Planner.
Where does Carolyn Pozzi currently live?
Fernandina, Florida is the place where Carolyn Pozzi lives
What is Carolyn Pozzi's email?
Carolyn Pozzi's email is ca**@ml.com.
How many companies did Carolyn Pozzi work at?
Carolyn Pozzi worked at three jobs.
Where has Carolyn Pozzi studied?
Carolyn studied at the Adelphi University.
Are there any professional industries Carolyn Pozzi is connected to?
This person works in Financial Services industry.
What are special skills of Carolyn Pozzi?
This person has the following skills: Series 7, Investments, Portfolio Management, Wealth Management, Equities, Retirement Planning, Retirement Coaching, Strategic Planning, and Life and Health.