Keel Point
Carlie Sanchez has a Bachelor's degree in Communication Studies and Sociology from the University of Iowa. Currently working as a Client Experience Specialist at Keel Point, Carlie supports the CEO with scheduling, communication, and executive needs, while also handling corporate and advisor event planning. With experience in the financial sector at GreenState Credit Union as a Deposit Specialist and Member Services Representative, Carlie also has a background in sales and insurance from a previous role at Aflac as a Sales Intern. Additionally, Carlie has a Master's Certificate in Business Foundations from the University of Wisconsin-Whitewater, where they are currently pursuing further education.
Keel Point
Important Disclosures: https://www.keelpoint.com/social-media-disclosure Keel Point is a community of families who believe that wealth comes with the opportunity to be a blessing to family and community, and of experienced professionals dedicated to providing families with guidance and wisdom around their financial lives. Keel Point brings to each client, small and large, the best of its diverse heritage: financial and strategic advice for families just starting out and for families with multi-generational wealth, and investment management designed to allow each family to reach their financial goals. With more than eighty dedicated team members in seven offices, the Keel Point team provides extensive experience in life planning, investment management, tax and estate design, leadership, giving and business operations. Our coordinated team approach and global sophistication allows for personal relationships and custom-tailored solutions for our clients. Our team members have a variety of credentials including Ph.D., CFP®, MBA, CPA, CFA, and JD.