Cari Walling

Senior Client Service Associate at Procyon Partners

Cari Walling is currently a Senior Client Service Associate at Procyon Partners, where Cari assists individuals, families, and business owners with financial planning and investment. Prior to this role, Cari worked as a Client Service and Operations Associate at Pivotal Planning Group, LLC and as a Financial Professional at AXA Advisors, LLC. Cari also has experience at companies such as Ayco, Papamarkou Wellner and Co., Inc., and Credit Suisse. Cari holds a Bachelor of Science degree from the University of Massachusetts Amherst.

Location

Melville, United States

Links

Previous companies


Org chart

No direct reports

Teams


Offices

This person is not in any offices


Procyon Partners

Procyon is dedicated to helping affluent families and institutions navigate the most effective path for fulfilling their financial dreams and goals.


Industries

Employees

11-50

Links