Karen Carlson, CFP®

Relationship Manager at Pitcairn
  • Claim this Profile
Contact Information
us****@****om
(386) 825-5501
Location
New York City Metropolitan Area
Skills

Topline Score

Topline score feature will be out soon.

Bio

Generated by
Topline AI

You need to have a working account to view this content.
Join now
You need to have a working account to view this content.
Join now

Credentials

  • Fellow
    The Family Firm Institute - FFI
    Oct, 2022
    - Nov, 2024
  • Advanced Certificate in Family Wealth Advising
    The Family Firm Institute - FFI
    Oct, 2019
    - Nov, 2024
  • CERTIFIED FINANCIAL PLANNER™
    Certified Financial Planner Board of Standards
    May, 2013
    - Nov, 2024

Experience

  • Pitcairn
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Relationship Manager
      • Feb 2017 - Present

    • Personal Financial Manager
      • Feb 2016 - Feb 2017

    • Personal Financial Analyst
      • Sep 2014 - Jan 2016

    • Client Account Administrator
      • Feb 2010 - Aug 2014

  • Shelterwood Financial Services
    • Client Service
      • Dec 2005 - Jan 2010

  • American Liver Foundation
    • United States
    • Non-profit Organizations
    • 1 - 100 Employee
    • Events Manager, Greater New York Chapter
      • Aug 2003 - Nov 2005

  • Madison Square Boys & Girls Club
    • Non-profit Organizations
    • 1 - 100 Employee
    • Senior Coordinator, Special Events
      • Jun 2000 - Aug 2003

  • New York Eye and Ear Infirmary of Mount Sinai
    • United States
    • Health, Wellness & Fitness
    • 300 - 400 Employee
    • Coordinator, Department of External Affairs & Strategic Planning
      • Jul 1999 - Jun 2000

Education

  • University of Scranton
    Bachelor of Arts (BA), History, Minors in Political Science and Business
    1995 - 1999

Community

You need to have a working account to view this content. Click here to join now