About
Handles financial reporting and analysis, investment due diligence and evaluation of opportunities at Group 11. She was previously a wealth manager at a multi-family office and worked at Bank of America Private Bank. She is a California-licensed CPA and holds a CFP certification.
Experience
- Family OfficeFamily Officecurrent2022 — present
- AspiriantSenior Associate, Exclusive Family Office2019 — 2022
- Bank of America Private BankWealth Strategies Analyst2017 — 2019
- J. Arthur Greenfield & Co. LLP, CPA'sTax Accountant2015 — 2017
Skills & more
- Certified Financial Planner (CFP) — CFP Board
- Certified Public Accountant — California Board of Accountancy
From Carrie's professional profile.
Colleagues at Group 11
Frequently asked questions
- Who is Carrie Drury?
- Handles financial reporting and analysis, investment due diligence and evaluation of opportunities at Group 11. She was previously a wealth manager at a multi-family office and worked at Bank of America Private Bank. She is a California-licensed CPA and holds a CFP certification.
- Where does Carrie Drury work?
- Carrie Drury is Operations at Group 11.
- Where did Carrie Drury go to school?
- Carrie Drury studied at San Diego State University (Bachelor of Science - BS, Accounting).
Same school
Also attended San Diego State University139
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