Carli Plunkett

Carli Plunkett is a finance professional with extensive experience in various roles within the finance and accounting sectors. Carli began as a Guest Service Agent at Rubio's Restaurants, Inc. and progressed to accounting internships at Forever Young Intellectual Property, LLC and the City of Phoenix. Following these positions, Carli gained further experience as a Tax, Finance, and Wealth Management Intern at MRA Associates. Carli's career advanced at CAPTRUST, where roles included Consultant, Associate, and Senior Consultant | Relationship Manager. Carli Plunkett holds a Bachelor's Degree in Finance with a Minor in Accounting from Grand Canyon University, graduating summa cum laude.