Client Service Associate
Carli is a Client Service Associate at AJ Wealth, supporting Vice President Jillian Lam, Vice President Jennette Brilliant, and their teams, assisting with daily tasks and monitoring all client accounts. Carli’s organizational and interpersonal skills allow her teams 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.