Carla Lang
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Loyola University Chicago
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Tell me more about Carla Lang?
FlashIntel GPTCarla Lang is a highly experienced financial advisor with 42.7 years of work experience. She specializes in series 63, wealth management, investments, and portfolio management. Carla has a strong background in alternative investments, wealth accumulation strategies, and strategic planning. She has worked at Morgan Stanley for over two decades, holding positions such as Vice President and Senior Financial Advisor. Carla is based in Chicago, Illinois and has a proven track record in business development and retirement planning.
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Emails and Phone Numbers
About
Morgan Stanley Smith Barney. Education. Quinlan School of Business, Loyola University Chicago. Websites ... University of Illinois at Urbana-Champaign ... Sharon Cohen. Senior Financial Advisor at Merrill Lynch Wealth Management...
Work Experience
Vice President
Financial Services
Carla Lang's Professional Milestones
- Vice President (1981-03-01~2009-05-01): Successfully implemented strategies that resulted in significant revenue growth and increased market share.
- Vice President (2009-05-01~): Driving strategic initiatives to optimize operations and strengthen operational efficiency.
Education
Master Of Business Administration,
Masters
1978-1981Skill
Series 63
Wealth Management
Investments
Series 7
Investment Advisory
Portfolio Management
Asset Allocation
Alternative Investments
Wealth Accumulation Strategies
Strategic Planning
Business Development
Business Planning
Retirement Planning
Fixed Income
Wealth Preservation Planning
Equities
Project Management
Series 65
Due Diligence
Multi Generational Planning
Mutual Funds
Dividends
Marketing Strategy
Certification
Colleagues
John "Jack" C. Davis
Owner
Christine Thibault
Small Business Owner
Hadas Cohen
owner & designer at hadas creations
Robert Alton
blackberry support at merrill lynch and owner hopewell basketball
Shiny Jacob
Digital Product Owner
Other Named Carla Lang
Frequently asked questions
We found 2 Carla Lang's email addresses
We found 3 Carla Lang's phone numbers
Carla Lang's social media include: Linkedin,
Carla Lang works for Merrill Lynch
Carla Lang's role in Merrill Lynch is Vice President
Carla Lang works in the industry of Financial Services
Carla Lang's colleagues are John "Jack" C. Davis,Christine Thibault,Hadas Cohen
Carla Lang's latest job experience is Vice President at Merrill Lynch
Carla Lang's latest education in Loyola University Chicago
