Carla has worked in the financial services industry for over 20 years. Carla’s primary role is to ensure that the needs of each individual client are supported thoroughly, expediently, and professionally. Through effective communication with clients, Carla processes and handles all of client administrative concerns, including portfolio management, account presentations, quarterly reporting, account administration, and new account establishment.
Carla graduated from Monroe College where she majored in Accounting. She is Series 7, Series 63, and Series 65 licensed.
She resides in Needham, Massachusetts, with her son, David, who attends Needham High School. In her spare time, she enjoys photography, going to newly released movies, and spending time with her French Bulldog, Bo Jangle.
