Profile
Carly works with financial advisory firms to drive growth and execute at scale. As the first employee hired at AdvisorEngine, she possesses in-depth knowledge of all our products and services. Carly has over 15 years of experience in the financial services industry leading training, product development and client success teams. Prior to joining AdvisorEngine, Carly worked as a business analyst at TD Ameritrade and was part of the Managed Account Advisors team at Bank of America Merrill Lynch where she garnered years of valuable experience working with custodians, managed accounts, clearing, and middle and back office functions. Carly holds a degree in Business Administration from Truman State University in Kirksville, Missouri.
Reviews
Carly embodies everything you want in a leader: She is thoughtful, transparent, honest, and LISTENS. Her integrity is above reproach and she empowers everyone around her. Several years ago, AdvisorEngine defined our company’s core values. Carly consistently embodies all of these values in her pursuit of delivering amazing service internally and externally. Specifically, here is how she contributes to the core values of our company: 1) Camaraderie: Carly is always cheering the team on. Whether it’s a personal pursuit or the sales team goals, she is there with encouragement and/or thoughtful advice. 2) Curiosity: Carly is always looking for ways to improve and streamline our business. 3) Clarity: In her role, Carly deals with employees daily on HR issues as well as helping to be the voice of the client when we are working through communications with them. 4) Creativity: Clever and witty, Carly has the ability to truly “think outside the box” when we need a fresh set of eyes on any problems! 5) Crushing It: Carly embodies what you want in a leader: She is thoughtful, transparent, honest, and LISTENS. Her integrity is above reproach and she empowers everyone around her. 6) Celebration: Carly is the Executive Sponsor for our celebration committee. She ensures we stay on track and have events (virtual these days!!) to keep all employees connected. Carly is the truly the embodiment of a Top Leader. We are honored that she is part of the AdvisorEngine leadership team. Her passion, humility, and empathy make her one of the most valued individuals you will ever meet and we are the lucky ones that get to work with her!! Our hope is you choose to recognize her for the contributions she makes not only to our company but those that interact with her personally.
NA