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
Education
- San Diego State UniversityBachelor of Science - BS, Accounting2011 — 2015
Skills & more
- Certified Financial Planner (CFP) — CFP Board
- Certified Public Accountant — California Board of Accountancy
From Carrie's professional profile.
Same school
Also attended San Diego State University83
Lucas SchaubelInvestor at DN CapitalJohn GregerCPO & Portfolio Partner at Burda Principal InvestmentsAditya ReddyVice President at Sapphire VenturesEmily NorwoodManager, Marketing at Sapphire VenturesMarienne CaroMarketing Lead at Qualcomm VenturesTakaaki TobaruPartner at Remiges Ventures, Inc.
+ 77 more
Shared employers
Also worked at Bank of America Private Bank1
Colleagues at Group 11
Avichai Hazan
Investor at Group 11
Bikram Dang
Investor Relations at Group 11
Cem Basar
Associate at Group 11
Devon Morris
Partner at Group 11
Dovi Frances
Founding Partner at Group 11
Hadas Sparfeld
Partner, COO, and CFO at Group 11
Lian Kimia
Head of Business Development & Value Creation at Group 11
Mike Yarom
Investor at Group 11