Vice President@ PRINCIPAL TRUST COMPANY
Wilmington, Delaware, United States
Carol Burns
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Goldey-Beacom College
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FlashIntel GPTCarol Burns is a highly experienced professional with 22.2 years of work experience in retirement, trusts, and financial services. She has a strong background in retirement planning, mutual funds, and investment advisory. Carol has worked at PRINCIPAL TRUST COMPANY as a Senior Vice President and Vice President, where she focused on general management. With her expertise in IRAS, series 7, and asset allocation, Carol is well-equipped to provide valuable insights and guidance to clients. She is based in the United States.
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Work Experience
Senior Vice President
Vice President
Carol Burns's Professional Milestones
- Vice President (2001-09-01~2008-09-01): Successfully implemented strategic initiatives, driving company growth and market expansion.
- Senior Vice President (2008-09-01~): Driving strategic initiatives and fostering collaboration to propel company growth and exceed market expectations.
Education
Skill
Retirement
Trusts
Trust Services
Retirement Planning
Mutual Funds
Financial Services
401k
Investment Advisory
Iras
Series 7
Asset Allocation
Series 63
Finance
Certification
Colleagues
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Carol Burns's colleagues are Christina Scharfen,Michael Gaul
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