Carrie Yumibe Foote has extensive work experience in the financial industry. Carrie is currently the Head of Strategic Relationships at Park Avenue Securities since 2023. Prior to this, they worked at Atria Wealth Solutions from 2019 to 2023 as the Vice President, Advisory Consulting. In this role, they were responsible for being the primary advisory product subject matter expert and sponsor relationship liaison for the entire Atria Wealth Solutions enterprise. Before Atria Wealth Solutions, they served as the Advisory Services Manager at CUSO Financial Services, LP from 2006 to 2019, where they played a key role in the revitalization of the firm's proprietary fee-based platform and supported the development and implementation of advisory services platforms, products, and services. From 2003 to 2006, they worked at Commonwealth Financial Network as the Advisory Services Manager and then as the Sponsor Relations Manager. At Commonwealth Financial Network, they developed strategic planning and strategies to increase fee-based assets and grow recurring revenues, and also successfully negotiated selling agreements and promoted conferences. Carrie Yumibe Foote started their career at LPL Financial Services in 1999 as a Sr. Mutual Fund Marketing Representative, building solid relationships with mutual fund companies and complexes and supporting mutual fund marketing activities.
Carrie Yumibe Foote pursued their education at San Diego State University from 1990 to 1994. During this time, they earned a Bachelor of Science in Marketing, focusing on Business Administration and Marketing as their chosen fields of study.
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