Cari Walling Email & Phone Number
@procyonpartners.net
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Who is Cari Walling? Overview
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Cari Walling is listed as Director of Client Service Procyon at Procyon, a company with 63 employees, based in Melville, New York, United States. AeroLeads shows a work email signal at procyonpartners.net and a matched LinkedIn profile for Cari Walling.
Cari Walling previously worked as Senior Client Service Associate at Procyon Partners and Client Service and Operations Associate at Pivotal Planning Group, Llc. Cari Walling holds Bachelor Of Science, Hrta from University Of Massachusetts, Amherst.
Email format at Procyon
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AeroLeads found 1 current-domain work email signal for Cari Walling. Compare company email patterns before reaching out.
About Cari Walling
I began my career in financial services as a Sales Associate at Credit Suisse (formerly Donaldson, Lufkin and Jenrette) in 2000. I spent 12 years supporting high-net-worth individuals, institutions and family offices with their financial planning and execution. I made the decision to move to Saratoga Springs in 2011, where I joined The Ayco Company, a wholly owned subsidiary of Goldman Sachs & Co. While at Ayco, I headed up the Goldman Sachs Investment Services team. The team was primarily responsible for supporting the Managing Directors of Goldman Sachs along with Private Wealth Management clients and their self-directed management of assets.While skiing in Killington, VT, I met my husband, an FDNY Firefighter. From there, I made the transition to Long Island in 2016 to start a family. I spent two years as a Financial Advisor at AXA Advisors before joining Pivotal Planning Group in 2019 before their merger in 2021 with Procyon Partners.Procyon Partners, LLC ("Procyon Partners") is a registered investment advisor. Procyon Partners provides investment advisory and related services for clients nationally. Procyon Partners will maintain all applicable registration and licenses as required by the various states in which it conducts business. For additional information, please visit our website at [http://www.procyonpartners.net/].
Cari Walling's current company
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Cari Walling work experience
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Senior Client Service Associate
Current- Procyon Partners is an independent, employee-owned financial advisory firm founded with a dual focus on:
- Assisting individuals, families, and business owners to effectively fulfill their dreams through sensible financial planning, investment, and risk management.
- Helping institutions prudently manage the retirement plans, endowments, foundations, and senior living portfolios under their stewardship.As fiduciary investment advisors, we enhance the value we deliver to our clients.
Client Service And Operations Associate
Pivotal Planning Group, LLC was originally formed to provide unbiased Personal Financial Planning & Investment Advisory Services to the accounting & business advisory clients of Satty, Levine & Ciacco, CPAs, P.C. Today, however, we have grown to enjoy relationships with several CPAs and other advisory firms who refer their clients to us because we share.
Financial Professional
Ayco Pwm
Vice President
Sales Associate
Manager
Colleagues at Procyon
Other employees you can reach at procyonpartners.net. View company contacts for 63 employees →
Michael Desmond, Cima®, Aif®
Colleague at Procyon
Melville, New York, United States, United States
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MR
Mark Rich, Cfa, Cfp®
Colleague at Procyon
Shelton, Connecticut, United States, United States
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LA
Lisa Allen
Colleague at Procyon
Orange, Connecticut, United States, United States
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TG
Tom Gahan
Colleague at Procyon
Shelton, Connecticut, United States, United States
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JM
John Marchisotta
Colleague at Procyon
Melville, New York, United States, United States
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CF
Christopher Foster, Cima®, Crps®
Colleague at Procyon
Stamford, Connecticut, United States, United States
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LG
Lou Gloria,
Colleague at Procyon
Shelton, Connecticut, United States, United States
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TL
Tom Leffel
Colleague at Procyon
Weston, Connecticut, United States, United States
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ZB
Zamena Bridglal
Colleague at Procyon
Fulton, Maryland, United States, United States
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SR
Sean Rabinowitz
Colleague at Procyon
Shelton, Connecticut, United States, United States
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Cari Walling education
Frequently asked questions about Cari Walling
Quick answers generated from the profile data available on this page.
What company does Cari Walling work for?
Cari Walling works for Procyon.
What is Cari Walling's role at Procyon?
Cari Walling is listed as Director of Client Service Procyon at Procyon.
What is Cari Walling's email address?
AeroLeads has found 1 work email signal at @procyonpartners.net for Cari Walling at Procyon.
Where is Cari Walling based?
Cari Walling is based in Melville, New York, United States while working with Procyon.
What companies has Cari Walling worked for?
Cari Walling has worked for Procyon, Procyon Partners, Pivotal Planning Group, Llc, Axa Advisors, Llc, and Ayco, A Goldman Sachs Company.
Who are Cari Walling's colleagues at Procyon?
Cari Walling's colleagues at Procyon include Michael Desmond, Cima®, Aif®, Mark Rich, Cfa, Cfp®, Lisa Allen, Tom Gahan, and John Marchisotta.
How can I contact Cari Walling?
You can use AeroLeads to view verified contact signals for Cari Walling at Procyon, including work email, phone, and LinkedIn data when available.
What schools did Cari Walling attend?
Cari Walling holds Bachelor Of Science, Hrta from University Of Massachusetts, Amherst.
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