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V Carbo

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V Carbo

Senior Financial Advisor, Senior Vice President | Merrill Lynch

Montana, Whitefish, United States

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V Carbo

Summary

V. Jamie Carbo is a seasoned financial professional with over three decades of experience in wealth management. He emphasizes a disciplined and holistic approach to financial advising, ensuring a deep understanding of clients' needs before making recommendations. Jamie's career began at Salomon Brothers in New York, and he has since held significant roles, including Chief Operating Officer at My CFO Investment Advisor Services. He returned to Montana to establish his private practice with UBS and currently serves as a Senior Vice President at Merrill Lynch. His expertise spans management, architecture, and high net worth individuals, showcasing his ability to navigate complex financial landscapes. Jamie is also actively involved in his community through the North Valley Music School. He lives in Whitefish with his wife and three children, reflecting a commitment to both family and professional excellence.

General

Specialist

Leadership Experience

Long-Term Tenure

Professional interests

Industry-specific interests

Emerging Technologies

Leadership Development

Sustainability

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Corporate Experience

V Carbo

Work Experience

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Senior Financial Advisor, Senior Vice President at

Merrill Lynch

September 2008 - Present

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V Carbo

Education

Montclair State University, Bachelor's Degree

January 1977 - January 1981

St Cecilia HS, High School Diploma/GED

January 1972 - January 1976

Frequently Asked Questions about V Carbo

What is V Carbo email address?

V Carbo's primary email address is ***********@ml.com. To view the full verified email and additional contact details, sign up for free with Muraena.

What company does V Carbo work for?

V Carbo is a Senior Financial Advisor, Senior Vice President at Merrill Lynch.

Where V Carbo graduated from?

V Carbo holds a degree in null from Montclair State University.

How can I directly contact V Carbo?

To contact V Carbo directly, you can use the email address ***********@ml.com. Complete contact information is available upon registration with Muraena.

Who is V Carbo?

V. Jamie Carbo is a seasoned financial professional with over three decades of experience in wealth management. He emphasizes a disciplined and holistic approach to financial advising, ensuring a deep understanding of clients' needs before making recommendations. Jamie's career began at Salomon Brothers in New York, and he has since held significant roles, including Chief Operating Officer at My CFO Investment Advisor Services. He returned to Montana to establish his private practice with UBS and currently serves as a Senior Vice President at Merrill Lynch. His expertise spans management, architecture, and high net worth individuals, showcasing his ability to navigate complex financial landscapes. Jamie is also actively involved in his community through the North Valley Music School. He lives in Whitefish with his wife and three children, reflecting a commitment to both family and professional excellence.

V`s contact details

mail

***********@ml.com

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