Karly Costanzo

About Karly Costanzo

UW-Madison Graduate 2019- BS, Personal FinanceSecurities offered through Commonwealth Financial Network®, / Sentinel Advisory Group, 1600 Aspen Commons Suite 825 Middleton, WI 53562, 60••••••50The financial professional associated with this profile may only discuss or transact business with residents of states in which they are properly registered. Please check FINRA’s Broker Check for a list of current registrations. No offers may be made or accepted from any resident of any other state. Review our Terms of Use:

Experience

1. Private Wealth Service Advisor

   Sentinel Advisory Group

   Jan 2023 — Present · Middleton, WI, US

   As a Private Wealth Service Advisor, my duties include: •Manage investment accounts for four financial advisors with over $250 million in assets under management, executing trades and monitoring account activity. •Develop and implement strategic income planning strategies to meet clients\' financial goals. •Build strong relationships with high-net-worth clients through meetings and personalized service. •Collaborate with financial advisors to develop, implement, and monitor client investment plans. •Facilitate initial and subsequent funding of investment accounts, including assets transfers and 401(k) rollovers.

Education

• University of Illinois Springfield

  General Studies

  2015 — 2015

• University of Wisconsin-Madison

  Bachelor of Science - BS, Personal Finance

  2016 — 2019

Skills

• Microsoft Office
• Customer Service
• Microsoft Excel
• Leadership
• Microsoft Word
• Research
• Powerpoint
• Public Speaking
• Social Media
• Marketing
• Quickbooks Accounting Software
• Organization Skills
• Team Leadership
• Team Motivation
• Problem Solving
• Email Management
• Reliability