Aisling Carroll

Aisling Carroll Email and Phone Number

Chief Partner Programs Officer @ Wealth Enhancement Group
New York, NY, US
Aisling Carroll's Location
New York, New York, United States, United States
Aisling Carroll's Contact Details
About Aisling Carroll

Dynamic growth-oriented leader. Strategic and critical thinker with 25+ years of experience in the RIA and financial services industry. High energy, entrepreneurial, with a demonstrated ability to build and grow businesses, increase revenue, create and manage strategic partnerships that fuel growth through corporate synergies. Highly relational, intellectually nimble and curious. Adept at building and leading cross functional teams. Passionate about growing the RIA marketplace. The postings on this site represent my own opinions and do not necessarily reflectthe views of Mariner Holdings, LLC or any subsidiary thereof.

Aisling Carroll's Current Company Details
Wealth Enhancement Group

Wealth Enhancement Group

View
Chief Partner Programs Officer
New York, NY, US
Aisling Carroll Work Experience Details
  • Wealth Enhancement Group
    Chief Partner Programs Officer
    Wealth Enhancement Group
    New York, Ny, Us
  • Wealth Enhancement Group
    Chief Partner Programs Officer
    Wealth Enhancement Group Sep 2024 - Present
    Plymouth, Minnesota, Us
    Wealth Enhancement Group is an independent financial planning firm with a team approach to comprehensive planning and a commitment to long-term client relationships. Advisory services offered through Wealth Enhancement Advisory Services, LLC, a registered investment advisor and affiliate of Wealth Enhancement Group.
  • Morpheus Nyc Llc
    Founder & Managing Member
    Morpheus Nyc Llc Apr 2024 - Sep 2024
    Welcome to Morpheus LLC, The Advisors Trusted Advisor.I’m excited to launch Morpheus, a newly formed consulting firm with a focus on the Register Investment Advisor community.With decades of experience working with advisors across the RIA continuum and a believer in unlimited possibilities, we partner with RIA firms to help them shape and execute their dreams and vision for their firm. We work with firms who want to evolve, scale, optimize and accelerate organic and inorganic growth. Firms who embrace a thought partner and a strategic consultant to collaborate and design a plan to achieve their strategic vision are ideal partners for our firm. Areas of focus include:· Create and/or shape the strategic growth plan· Develop a plan and roadmap to accelerate organic and inorganic growth initiative· Optimize operational efficiency and alignment to create scale in the organization and drive growth
  • Mariner Platform Solutions
    Managing Director
    Mariner Platform Solutions Feb 2021 - Apr 2024
    Overland Park, Ks, Us
  • Mariner Wealth Advisors
    Senior Vice President, Referral Partner Programs
    Mariner Wealth Advisors May 2016 - Apr 2024
    Overland Park, Ks, Us
  • Firstpoint Financial A Mariner Company
    Senior Relationship Manager
    Firstpoint Financial A Mariner Company Dec 2014 - Feb 2021
  • Highline Wealth Management
    Director - Corporate Development
    Highline Wealth Management Jan 2013 - Dec 2014
  • Russell Investments
    Business Development Manager, Russell Etfs
    Russell Investments Aug 2011 - Aug 2012
    Seattle, Wa, Us
  • Fidelity Investments
    Vice President - Institutional Wealth Services - Ria Group
    Fidelity Investments Jul 2000 - Aug 2011
    Boston, Ma, Us
  • Brown Brothers Harriman
    Associate
    Brown Brothers Harriman 1996 - 2000
    New York, Ny, Us

Aisling Carroll Skills

Etfs Mutual Funds Wealth Management Investment Management Rias Capital Markets Series 7 Entrepreneurship Series 63 New Business Development Business Strategy Networking Practice Management Thought Leadership Building Relationships Negotiation Achieving Results Indexing Custodial Services Awesomeness Maintaining Relationships Communication Best Practices

Aisling Carroll Education Details

  • Baruch College
    Baruch College
    International Marketing And Finance

Frequently Asked Questions about Aisling Carroll

What company does Aisling Carroll work for?

Aisling Carroll works for Wealth Enhancement Group

What is Aisling Carroll's role at the current company?

Aisling Carroll's current role is Chief Partner Programs Officer.

What is Aisling Carroll's email address?

Aisling Carroll's email address is tr****@****ail.com

What is Aisling Carroll's direct phone number?

Aisling Carroll's direct phone number is +130158*****

What schools did Aisling Carroll attend?

Aisling Carroll attended Baruch College.

What skills is Aisling Carroll known for?

Aisling Carroll has skills like Etfs, Mutual Funds, Wealth Management, Investment Management, Rias, Capital Markets, Series 7, Entrepreneurship, Series 63, New Business Development, Business Strategy, Networking.

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