Carlo G.

Financial Controller and Human Resources Manager

Role: Corporate Financial Controller at Kingsview Partners
Location: Grants Pass, OR, US
LinkedIn followers: 500 followers

Finance & AccountingView LinkedIn profile

About Carlo G.

Experienced Chief Financial Officer with a demonstrated history of working in the…

Experience

Corporate Financial Controller
Kingsview Partners
Sep 2023 — Present · Grants Pass, OR, US
M&A firm in a hyper growth cycle. RIA with 5b in AUM. Growing at 30-40% annually. 79 independently owned high worth institutions make up a large portion of this portfolio.

Education

Cape Fear Community College
General Studies
2008 — 2009
University of North Carolina at Wilmington
Bachelor of Science
2009 — 2011
Gonzaga University Graduate School of Leadership Studies
Master of Arts - MA
2019 — 2022

Contact information

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Work email
•••••@kingsview.com
Personal email
•••••@•••••.com
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Current company

Kingsview Partners

Financial Services · 253 employees · Founded 2014 · Grants Pass, Oregon, United States

Kingsview Partners is a multi-faceted, fee-based Wealth Management Partnership offering Financial Planning and Portfolio and Investment Management. We believe the first step to successful investment management is sound financial planning, ensuring that every client gets the specialized attention required to meet their investment needs. To us, the only thing that matters is long term client satisfaction. Our commitment is our client’s best Interest and our obligation extends far beyond the initial financial plan. We will not waver on our responsibility to be our client’s financial guide. This means we are here to ensure that your long-term goals do not fall victim to short term wants. Your Financial Advisor is there to keep you informed and comfortable with your investment allocations, your financial plan, and your future.\"We are an organization of highly skilled people committed to understanding what your needs, concerns & goals are and then meeting and exceeding them through careful planning. Since our ultimate successes are tied together, it’s our mission to earn your trust every single day. All we have is our reputation in your eyes.\"- Joshua M. Lewis, Senior Managing Partner

kingsview.com

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About Carlo G.

Experience

Corporate Financial Controller

Education

Cape Fear Community College

University of North Carolina at Wilmington

Gonzaga University Graduate School of Leadership Studies

Find verified contacts for anyone on LinkedIn