Junior Financial Analyst
Carli is a Junior Financial Analyst at AJ Wealth, supporting Vice President Jennette Brilliant, and her team, providing analytical support and monitoring all client accounts to assist their financial planning needs. Carli’s organizational and interpersonal skills allows her team to execute all client related responsibilities promptly and orderly. Prior to working at AJ Wealth, Carli worked as an Account Executive / Business Development Associate at Express Trade Capital, where she assisted in spearheading the food & beverage lending department. Carli graduated from Oneonta State University in 2019 with a B.S. in Business Economics.