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Carol Milgram Vanderpoel profile image

Carol Milgram Vanderpoel

Vice President Client Services - Retired at Registered Investment Advisor
Intro Book
Seasoned financial professional with 21 years of experience in investment advisory, financial planning, and leadership.
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Location
Wayne, New Jersey, United States, US
Languages
  • Spanish -
Skills
  • Investment Advisory
  • Registered Paraplanner
  • Financial Planning
  • Financial Services
  • Business Development
  • Show all
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Bio

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Carol Milgram Vanderpoel is a seasoned financial professional with 21 years of experience in investment advisory, financial planning, and leadership. She holds a Bachelor's degree from City University of New York-Brooklyn College and is a Registered Paraplanner. Carol has worked as a Vice President Client Services, Customer Service Manager, and Technology Consultant, and has managed teams and client implementations. She is certified as a Series 65 holder.

Credentials

  • Series 65
    SEC
    Jun, 2012
    - Jun, 2026
  • Registered Paraplanner
    -

Experience

  • Registered Investment Advisor
    • Vice President Client Services - Retired
      • Sep 2002 - Nov 2023

      Investment Management

  • Hallmark Capital Management
    • Customer Service Manager - Retired
      • Sep 2002 - Nov 2023
  • WVHS
    • Website coordinator
      • 2005 - 2007

      Volunteer/community service

  • Self-Employed
    • Wayne, NJ
    • Technology Consultant
      • Jan 1994 - Sep 2002
      • Wayne, NJ

      Personal computer setup, education, and troubleshooting

  • Viewstar Software
    • Greater New York City Area
    • Regional Service Manager
      • Oct 1990 - Feb 1992
      • Greater New York City Area

      Managed East Coast Service Team and Client Implementations of Workflow Software product

  • Cullinet Software
    • Northern NJ
    • District Service Manager
      • 1982 - 1990
      • Northern NJ

      Managed District Service Team for all Culllinet Products (System Software and Applications) and primary contact for District clients

Education

  • 2010 - 2010
    College of Financial Planning
  • City University of New York-Brooklyn College

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Financial Services.”

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