Carlo Freese

Carlo Freese

Manager - Portfolio Consultant
Indianapolis, Indiana, United States

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Work Experience

Loyola University Latino Alumni Board

Chair of Fundraising

2023-08-01 - Present

Charles Schwab

Wealth Advisor

2022-06-01 - Present

Skills

finance brokers brokerage banking financial consulting financial products & services portfolio management advisor services retirement plan services specialty brokerage services mutual fund clearing services banks & credit unions financial advising financial services investing

Languages

English