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.