Carly Caroselli
Financial Professional
- Role
- Investment Advisor at PNC
- Location
- New York, NY, US
- LinkedIn followers
- 500 followers
Experience
Investment Advisor
Oct 2019 — Present
Education
Drexel University
Bachelor of Science
Skills
- Investments
- Wealth Management
- Microsoft Office
- Powerpoint
- Financial Needs Analysis
- Microsoft Word
- Financial Research
- Alternative Investments
- Mutual Funds
- Multi-Generational Wealth Transfer
- Small Business Financial Planning
- Finance
- Asset Management
- Portfolio Management
- Financial Modeling
- Risk Management
- Managerial Finance
- Small Business
- Mergers & Acquisitions
- Personal Financial Planning
- Estate Planning
- Customer Service
- Financial Analysis
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.