Carrie Goss

Client Experience Coordinator at RFG Advisory

Role: Client Experience Coordinator at RFG Advisory
Location: Birmingham, AL, US
LinkedIn followers: 500 followers

Customer/Client ServiceView LinkedIn profile

Experience

Client Experience Coordinator
RFG Advisory
Feb 2021 — Present

Skills

Convention Services
Hospitality Management
Pre-Opening
Nonprofits
Restaurants
Sponsorship
Banquets
Resorts
Event Management
Meeting Planning
Catering
Program Development
Hospitality
Food & Beverage
Revenue Analysis
Trade Shows
Hotels
Association Management
Tourism
Sales
Volunteer Management
Guest Service Management
Hospitality Industry
Corporate Events
Hotel Management
Restaurant Management
Event Planning
Marketing

Contact information

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Work email
c••••@rfgadvisory.com
Personal email
•••••@•••••.com
Direct dial
+17•••••••02

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Current company

RFG Advisory

Financial Services · 219 employees · Founded 2003 · Vestavia Hills, Alabama, United States

RFG Advisory is a corporate RIA platform designed to help Independent Advisors eliminate friction, win back time, and scale without compromise. Built from the ground up for Advisors who want to grow faster with less drag, every workflow, tool, and team is engineered for efficiency, removing bottlenecks from compliance to client onboarding. With RFG, you gain more than a platform. You gain time, freedom, and true enterprise value, supported by an institutional-caliber infrastructure and a community that genuinely cares about your success. For a list of states in which we are registered to do business, please visit www.rfgadvisory.com. Securities offered through Private Client Services. Member FINRA/SIPC. www.sipc.org. Investment advice and financial planning offered through RFG Advisory, a registered investment advisor and separate entity from Private Client Services. Third-party posts found on this profile do not reflect the views of Private Client Services and have not been reviewed by Private Client Services as to accuracy or completeness. Bluemonte ETFs Distributed by SEI Investments Distribution Co. Disclosures: https://bluemontefunds.com/disclosures

rfgadvisory.com

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