Carly Greenfield

Carly Greenfield has a diverse work experience spanning over two decades in the financial industry. Carly has held multiple roles at various companies, showcasing their expertise and adaptability. Carly'smost recent position was as the Director of Business Development at Mutual Group, starting in October 2023. Prior to that, they worked as a Senior Manager at Schwab Charitable from August 2022 to September 2023. From November 2020 to August 2022, they served as a Relationship Manager at Schwab Advisor Services. Before that, they had a long tenure at TD Ameritrade Institutional, where they held several positions, including Vice President of Institutional Sales from October 2011 to November 2020. Overall, Carly's work experience demonstrates their strong leadership skills and extensive knowledge in the financial industry.

Carly Greenfield obtained a Bachelor of Science degree in Finance from the University of Colorado Denver. Additionally, they obtained a certification in Chartered Advisor in Philanthropy® from The American College of Financial Services in August 2023.