Sandy L. Cleasby
Plus aucun poste en cours
Profil
Ms. Sandy Cleasby is Client Service Manager at Carroll Financial Associates, Inc.
Prior to joining Carroll Financial Associates in 1994, Ms. Cleasby began her career in 1987 working for two of Wall Street`s "Big Wire Houses".
She was hired by Merrill Lynch as a wire operator in 1987, she moved to Smith Barney in 1991 to become a sales assistant.
Ms. Cleasby got her Series 7 license in 1992.
Anciens postes connus de Sandy L. Cleasby
| Sociétés | Poste | Fin |
|---|---|---|
Carroll Financial Associates, Inc.
 Carroll Financial Associates, Inc. Investment ManagersFinance Carroll Financial Associates, Inc. (Carroll Financial) is an investment management firm headquartered in Charlotte, North Carolina. The firm was founded by Larry W. Carroll in 1980 and became part of Wealth Enhancement Group LLC in 2021. Carroll Financial provides financial, retirement and estate planning services to individuals and institutional clients. | Sales & Marketing | - |
Expériences
Fonctions occupées
Sociétés liées
| Entreprise privées | 1 |
|---|---|
Carroll Financial Associates, Inc.
Carroll Financial Associates, Inc. Investment ManagersFinance Carroll Financial Associates, Inc. (Carroll Financial) is an investment management firm headquartered in Charlotte, North Carolina. The firm was founded by Larry W. Carroll in 1980 and became part of Wealth Enhancement Group LLC in 2021. Carroll Financial provides financial, retirement and estate planning services to individuals and institutional clients. | Finance |
