Carly Greenfield
Senior Manager, Charitable Consulting @Dafgiving360
Los Angeles, CA, US
EMAILS
MOBILE NUMBERS
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WORK HISTORY
Oct 2025 — Present
Senior Manager, Charitable Consulting @Dafgiving360
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Los Angeles, CA, US
EDUCATION
N/A
University of Colorado Denver
Bachelor of Science, Finance
SKILLS
Series 7Mutual FundsAsset AllocationRisk ManagementRetirementStrategic Financial PlanningSeries 65Financial AnalysisPortfolio ManagementSellingUniform Combined State Law401kAccount ManagementInvestment AdvisoryRetirement PlanningFinraInvestmentsAlternative InvestmentsSecuritiesSeries 63Asset ManagementBusiness DevelopmentWealth ManagementSeries 24Equities
ABOUT CARLY GREENFIELD
Financial Services
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