Profilo
Mr. James Carl is Vice President of Business Development and National Sales Director for AdvisorShares.
He brings extensive experience in the financial services industry having worked with RIAs, investment managers and start-up financial services providers.
He has taken an entrepreneurial approach to providing solutions and was a key driver in the strategic growth plans for several financial organizations over the past decade, demonstrating particular expertise in: building high performing teams, financial management, financial analysis, and business development.
Prior to joining AdvisorShares, Mr. Carl worked as an Independent Financial Consultant where his primary client was an asset management team for an RIA/broker-dealer with $1 billion under management.
From 2002 to 2004, while attending graduate school, James assisted in the strategic development and start-up phase for Curian Capital’s launch using the FOLIOAdvisor platform.
While at FOLIOfn from 2000 to 2002, he raised the first $50 million of institutional assets for their FOLIOAdvisor platform as the Manager of both Business Development and the Institutional Sales team.
Mr. Carl holds a Bachelors of Arts from the University of Delaware, and received a Masters of Science in Finance and a Masters of Business Administration from the University of Denver, Daniels College of Business.
Precedenti posizioni note di James Carl
Società | Posizione | Fine |
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FOLIOfn, Inc.
FOLIOfn, Inc. Internet Software/ServicesTechnology Services FOLIOfn, Inc. provides brokerage and investment solutions to investors. Its services include e-mail alerts, reports delivered online and direct deposits. The company was founded by Kathleen M. H. Wallman and Steven M. Wallman in 1998 and is headquartered in Vienna, VA. | Corporate Officer/Principal | 01/01/2002 |
Formazione di James Carl
University of Delaware | Undergraduate Degree |
University of Denver | Graduate Degree |
Esperienze
Posizioni ricoperte
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
Aziende private | 1 |
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FOLIOfn, Inc.
FOLIOfn, Inc. Internet Software/ServicesTechnology Services FOLIOfn, Inc. provides brokerage and investment solutions to investors. Its services include e-mail alerts, reports delivered online and direct deposits. The company was founded by Kathleen M. H. Wallman and Steven M. Wallman in 1998 and is headquartered in Vienna, VA. | Technology Services |
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