Carrie George

About Carrie George

As an investment solutions specialist for over 25 years, I advise wealth managers and financial advisors in portfolio construction and models, alternative investments, and tax-efficient investment models, as well as general best practices. Clients rely on me as an educator who matches complex investment tools and ideas to their specific needs. I am Series 63 and Series 7 Licensed, and stay current by pursuing professional development opportunities and earning credentials such as the Certified Investment Management Analyst (CIMA) from The Wharton School, University of Pennsylvania. I’ve held positions at Nuveen Investments, Smith Barney and Allianz Global Investors.

Experience

1. Senior Etf Specialist

   Amplify ETFs

   Sep 2024 — Present · Austin, TX, US

   My role as a Senior ETF Specialist is to call on Financial Advisors in all channels, in TX and OK. Amplify believes the ETF structure empowers investors through efficiency, transparency, and flexibility. Using those benefits as a foundation, Amplify seeks to build ETFs powered by investment strategies from leading index providers and asset managers within distinct market segments. Led by ETF industry veteran, Christian Magoon, our strategies include thematic investing, income focused active ETFs, as well as short duration investments.

Education

• The Wharton School

  Certified Investment Management Specialist (CIMA)

• The University of Alabama

  Bachelor of Science, Business

Skills

• Series 63
• Economic Modeling
• Consulting
• Portfolio Management
• Selling
• Series 7
• Managed Money
• Retirement Planning
• Retirement Plan Consulting
• Finra
• Asset Allocation
• Hedge Funds
• Institutional Investments
• Financial Advisory
• Etfs
• Equities
• 401k
• Wealth Management
• Financial Services
• Investments
• Sales Management
• Series 24
• Risk Mitigation
• Investment Strategies
• Alternative Investments
• Separately Managed Accounts
• Securities