CJ

Carrie Jones

Comfort Club Advisor at Green Dot Heating & Air

Carrie Jones is the current Comfort Club Advisor at Green Dot Heating & Air. Carrie has previous experience as a Consultant/Contracted Chief Revenue Officer at Insurance Risk Services, a member/investment committee at the UNCW Center for Innovation and Entrepreneurship, and a consultant/director of strategic alliances at SIG Flood Consultants. Carrie has also been Managing Partner at IronGate Development, LLC and Partner/Chief Operating Officer/Chief Compliance Officer at IronGate Partners, Inc.

Carrie Jones started their educational career by getting a BA in Economics and Biology from University of North Carolina at Chapel Hill. Carrie then went on to get a Bachelor of Science in Certified Financial Planner from The American College of Financial Services. After that, they got their certification from NC Department of Insurance in NC Life & Health License. Carrie also got a certification from NC Real Estate Commission in NC Broker-in-Charge. In addition, they got a certification from FINRA in Series 7, 63, 65, 24. Finally, they got their certification from Certified Financial Planner Board of Standards, Inc in Certified Financial Planner (CFP).

Some of their coworkers include and Heather Dawes - Comfort Club Outbounder. Their manager is Comfort Club Advisors, Comfort Club Advisors.

Location

Wilmington, United States

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Timeline

  • Comfort Club Advisor

    Current role

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