Cari Walling
University of Massachusetts Amherst
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Cari Walling is a highly experienced financial professional with 24.7 years of work experience. She began her career in financial services as a Sales Associate at Credit Suisse and spent 12 years supporting high-net-worth individuals, institutions, and family offices. She then transitioned to Saratoga Springs, where she joined The Ayco Company, a subsidiary of Goldman Sachs & Co. Cari later joined Ayco, leading the Goldman Sachs Investment Services team. She then transitioned to Long Island, starting a family and transitioning to a financial advisor. Cari's extensive background and expertise make her a valuable asset in the financial industry.
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About
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. Cari made the decision to move to Saratoga Springs in 2011, where she joined The Ayco Company, a wholly owned subsidiary of Goldman Sachs & Co. While at Ayco, she 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, Cari met her 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 in 2019.
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senior client service associate at procyon partners
Financial Services
Cari Walling's Professional Milestones
- Manager (1999-01-01~2000-01-01): Streamlined operations and increased efficiency through effective leadership, resulting in increased productivity and cost savings.
- Financial Professional (2017-01-01~2019-03-01): Achieving consistent financial targets, driving shareholder growth, and fostering a culture of collaboration and innovation.
Education
Hrta
1994-1998Certification
Colleagues
Zoltan Pongracz, CFP®, ChFC®, CLU®, AIF®
Senior Vice President | Senior Private Wealth Advisor
Jerry R. Sneed, CFA, CAIA
Senior Vice President | Senior Private Wealth Advisor
Christopher Foster
Chief Compliance Officer | Managing Director
Robert S. Alimena, CFP®
Vice President | Private Wealth Advisor
Phil Fiore, Jr. CIMA® CRPC®
chief executive officer - executive managing director at procyon partners
Other Named Cari Walling
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Cari Walling's social media include: Linkedin,
Cari Walling works for Procyon Partners
Cari Walling's role in Procyon Partners is senior client service associate at procyon partners
Cari Walling works in the industry of Financial Services
Cari Walling's colleagues are Zoltan Pongracz, CFP®, ChFC®, CLU®, AIF®,Jerry R. Sneed, CFA, CAIA,Christopher Foster
Cari Walling's latest job experience is senior client service associate at procyon partners at Procyon Partners
Cari Walling's latest education in University of Massachusetts Amherst