Mitzi Wilson Carletti

Plus aucun poste en cours

Profil

Ms. Mitzi W.
Carletti is Wealth Manager & Research Analyst at Badgley, Phelps & Bell, Inc. She is a longtime member of the Badgley Phelps team, she views her work as a research analyst as more of an integral part of her position as wealth manager rather than a separate role.
Ms. Carletti is responsible for researching, selecting and monitoring securities held in clients’ portfolios and also for sitting across the table to see how her stock selections may have impacted their lives.
Prior to joining Badgley Phelps in November 1995, Ms. Carletti was a Senior Research Analyst at Russell Investments, where she researched, monitored and evaluated international money managers and developed client strategies.
She entered the securities business in 1979 with Merrill Lynch in San Francisco, working on the options floor of the Pacific Stock Exchange, in stock lending and later as a consultant in their Seattle office.
Ms. Carletti previously worked as a Member at Alliance for Education and at Treehouse.
She also worked at Bloodworks Northwest and at the University of Puget Sound.
She received her Bachelor of Arts degree from the University of Puget Sound.

Anciens postes connus de Mitzi Wilson Carletti

Sociétés	Poste	Fin
Alliance for Education	Corporate Officer/Principal	-
Bloodworks Northwest	Corporate Officer/Principal	-
Treehouse	Corporate Officer/Principal	-
University of Puget Sound	Corporate Officer/Principal	-
Frank Russell Co.	Corporate Officer/Principal	-

Formation de Mitzi Wilson Carletti

University of Puget Sound

Undergraduate Degree