Carrie George
About Carrie George
Carrie George is the Director of Business Development at iownit capital and markets, Inc., with extensive experience in connecting technology companies and investors. She serves on the Board at The Hills Golf Club and is pursuing the Certified Private Wealth Advisor certification.
Work at iownit
Carrie George serves as the Director of Business Development at iownit capital and markets, Inc. since 2020. In this role, she focuses on connecting technology companies, leading money managers, and private equity firms with High Net Worth Investors, Institutions, Registered Investment Advisors, and Family Offices. Her experience in business development enables her to facilitate strategic partnerships and enhance the company's market presence.
Education and Expertise
Carrie George holds a Bachelor of Science degree in Business from The University of Alabama, where she studied from 1990 to 1994. She furthered her education at The Wharton School, achieving the CIMA designation. Her expertise includes transitioning to fee-based business models and tax efficiency, which supports her role in business development and client engagement.
Professional Background
Carrie George has a diverse professional background in the financial services industry. She worked as a Managed Account Consultant at Nuveen from 2000 to 2005 in the Greater Philadelphia Area. Following this, she spent eight years at Morgan Stanley as the Consulting Group New Jersey Regional Director from 2005 to 2013. She then served as the CIMA Director and RIA Specialist at Allianz Global Investors from 2013 to 2020 in Austin, Texas. Additionally, she was part of the Advisory Board at True North Advisors from 2021 to 2022.
Board Membership at The Hills Golf Club
Carrie George serves on the Board at The Hills Golf Club as a Membership Ambassador. In this capacity, she engages with members and promotes the club's initiatives, contributing to its community and membership growth. Her involvement reflects her commitment to service and community engagement.
Pursuit of CPWA Certification
Carrie George is actively pursuing the Certified Private Wealth Advisor (CPWA) certification through the Yale School of Management. This certification will enhance her expertise in wealth management and further solidify her qualifications in serving high net worth clients.