Profil
Ms. Solly spent 15 years with Bankers Trust Company, starting first as a secretary then finishing her career as an account administrator.
After the birth of her two children, she continued her education by attending Morristown Community college.
She and her husband then moved west and spent 2 years in Columbus Ohio before moving to St. Louis.
Ms. Solly joined Plancorp in 1991 to fill a need for part-time clerical help.
In 1992, she completed a "Financial Paraplanner Program" through the College for Financial Planning.
She is currently Director of Operations at Plancorp and serves as the main contact with Schwab and Vanguard, handling client questions and transactions relating to those organizations.
She enjoys traveling, playing golf and spending time with her husband and family on Hilton Head Island.
Anciens postes connus de Carolyn Solly
| Sociétés | Poste | Fin |
|---|---|---|
Plancorp LLC
 Plancorp LLC Investment ManagersFinance Plancorp LLC is an independent, SEC-registered investment advisor and wealth management firm headquartered in St. Louis, Missouri. The firm was founded by Jeffrey Buckner in 1983 as FFG Plancorp, Inc. and adopted the name Plancorp in 1985. Plancorp provides asset management, financial planning, retirement plan advisors and consulting services, and institutional investment services to individuals, trusts, estates, charitable organizations and corporations and/or other business entities. | Directeur des opérations | 31/12/2006 |
Deutsche Bank Investment Management, Inc.
 Deutsche Bank Investment Management, Inc. Investment ManagersFinance Deutsche Bank Investment Management, Inc. is an investment advisor headquartered in New York City. The firm is a subsidiary of Deutsche Bank AG (NYSE: DB). | Corporate Officer/Principal | - |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 2 |
|---|---|
Plancorp LLC
Plancorp LLC Investment ManagersFinance Plancorp LLC is an independent, SEC-registered investment advisor and wealth management firm headquartered in St. Louis, Missouri. The firm was founded by Jeffrey Buckner in 1983 as FFG Plancorp, Inc. and adopted the name Plancorp in 1985. Plancorp provides asset management, financial planning, retirement plan advisors and consulting services, and institutional investment services to individuals, trusts, estates, charitable organizations and corporations and/or other business entities. | Finance |
Deutsche Bank Investment Management, Inc.
Deutsche Bank Investment Management, Inc. Investment ManagersFinance Deutsche Bank Investment Management, Inc. is an investment advisor headquartered in New York City. The firm is a subsidiary of Deutsche Bank AG (NYSE: DB). | Finance |
