Carl J. Arrell

Private Wealth Manager @Focus Financial Network, Inc

Minneapolis, MN, US
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Jan 2012 — Present

Private Wealth Manager @Focus Financial Network, Inc

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Minneapolis, MN, US

Holistic Wealth Management Advisor Providing Comprehensive Financial Planning, Investment Management, Retirement Planning, Tax Consulting, Risk Management & Estate Planning Services to Individuals/Families, Executives & Business Owners. The 401 Group also Provides Expertise in Retirement Plan Design, Ongoing Management/Administration & Advisory Services to Businesses & Non-Profits of Varying Sizes.

EDUCATION

1996 — 1999

Park Center

Diploma

1999 — 2004

UMN Carlson School of Management

BS, Finance & Political Science

2014 — 2016

CFA Institute

Chartered Financial Analyst, Chartered Financial Analyst

2009 — 2010

Kaplan University

Financial Planning Certificate, Financial Planning and Services

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