Since 2014, Carrie Beren has been working in Pinnacle Advisory Group located 268, 268. Carrie is a well-qualified Wealth Manager at Pinnacle Advisory Group with over ten years of work experience. According to Carrie's resume and work profile, the professional has worked at more than five places with diverse backgrounds and got different skills. Carrie studied at the University of Maryland from 2001 to 2005. This expert has professional certification in Series 65 (Uniform Investment Advisors Law Exam) and Maryland State Life and Health. Carrie Beren can be found in Dayton, Ohio – where this professional is currently located. You can find this person's current phone number and email with our search.
Name variants:
Caren Beren,
Carol Beren,
Caroline Beren
Last updated Jul 03, 2024
Contact Information
Last Update
Jul 9, 2022
Email
cb**@pinnacleadvisory.com, ca**@yahoo.com
Location
Dayton, OH
Company
Workplace
Wealth Manager at Pinnacle Advisory Group
Columbia, MD
Industry
Financial Services, Management Consulting Services, Financial Advisor, Investment Advice, Financial Planning Consultants
Colleagues
Work History
Wealth Manager at Pinnacle Advisory Group
6345 Woodside Ct SUITE 100, Columbia, MD 21046
Wealth Manager at Pinnacle Advisory Group
from Apr 2014
Private Advisor and Assistant Vice President
200 west 2Nd St, Winston Salem, NC 27101
Jun 2012 — Mar 2014
Public Relations and Marketing Intern
4701 north Charles Street Ave, Baltimore, MD 21204
Baltimore Collegetown Network is a marketing organization dedicated to enhancing the visibility of higher education in the Baltimore region and attracting students, faculty and staff to Balt...
May 2004 — Aug 2004
Education
2001 — 2005
Occupations
Executive
Manager
Accountant
Finance and Accounting Specialist
Assistant Vice President
Advisor
Operations Manager
Accounting Bookkeeper
Bookkeeper
Vice President
Chief Executive
Skills
Wealth Management
Portfolio Management
Investments
Asset Allocation
Strategic Financial Planning
Risk Management
Credit
Strategy
Personal Finance
Estate Planning
Cash Management
Public Speaking
Event Planning