Aisling Carroll Email and Phone Number
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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.
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Chief Partner Programs OfficerWealth Enhancement GroupNew York, Ny, Us -
Chief Partner Programs OfficerWealth Enhancement Group Sep 2024 - PresentPlymouth, Minnesota, UsWealth 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. -
Founder & Managing MemberMorpheus Nyc Llc Apr 2024 - Sep 2024Welcome 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
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Managing DirectorMariner Platform Solutions Feb 2021 - Apr 2024Overland Park, Ks, Us -
Senior Vice President, Referral Partner ProgramsMariner Wealth Advisors May 2016 - Apr 2024Overland Park, Ks, Us -
Senior Relationship ManagerFirstpoint Financial A Mariner Company Dec 2014 - Feb 2021
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Director - Corporate DevelopmentHighline Wealth Management Jan 2013 - Dec 2014
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Business Development Manager, Russell EtfsRussell Investments Aug 2011 - Aug 2012Seattle, Wa, Us -
Vice President - Institutional Wealth Services - Ria GroupFidelity Investments Jul 2000 - Aug 2011Boston, Ma, Us -
AssociateBrown Brothers Harriman 1996 - 2000New York, Ny, Us
Aisling Carroll Skills
Aisling Carroll Education Details
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Baruch CollegeInternational 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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