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Karla Grams
Client Services Vice President at Briar Hall LLC
Experienced wealth management professional with 16 years of experience in strategic financial planning and leadership.
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Location
Greater Chicago Area, US
Skills
- Wealth Management
- Retirement Planning
- Investments
- Strategic Financial Planning
Bio
Generated by
Topline AI
Karla Grams is a seasoned wealth management professional with 16 years of experience in strategic financial planning, retirement planning, investments, and wealth management. She has held senior leadership positions at Briar Hall LLC and Metropolitan Capital Bank & Trust, and has also worked as a case manager at Lincoln Financial Advisors.
Experience
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United States
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Financial Services
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1 - 100 Employee
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Client Services Vice President
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Jan 2015 - Present
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Senior Financial Planner
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Apr 2008 - Jan 2015
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Private Capital Manager
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Jan 2004 - Apr 2008
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Case Manager
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2001 - 2004
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Education
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1997 - 2001University of Wisconsin-Madison
Bachelor of Science (B.S.), Consumer Finance
Suggested Services
This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection
Industry Focus. “Wealth Management”
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