Audrey Blanke
Financial Planner at Carolinas Investment Consulting
Based in Charlotte, United States
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Seniority
Staff
Department
Finance & Accounting
Location
Charlotte
Industry
Investment Management
Company size
19
Contact information
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a•••••••@carolinasinvest.com
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Background
About Audrey Blanke
The client experience is the cornerstone to our service. We empower individuals, families, institutions, and corporations to realize their aspirations and achieve their most important goals. Atlatl Advisers does this by bringing the brightest minds together with energy, innovation, creativity, and passion to provide exceptional services, products, capabilities, and value that will enable our clients to achieve their financial and investment goals for generations to come. Our name was chosen with intent—the atlatl is leveraged to provide greater accuracy and precision over long distances. My technical background was developed as I studied finance within the Wisconsin School of Business with an emphasis in Private Wealth Management. In my coursework, I took additional classes related to wealth management including taxation, estate planning and risk management. I frequently go back to Madison to talk with students about potential careers in Wealth Management and am a guest lecturer for the Wealth Management and Financial Planning program at the University of Wisconsin-Madison
Decision-makers
Other people at Carolinas Investment Consulting
- MNC-Team
Martha Newsom
CFO · Finance & Accounting
- JCManager
Joyce Cmiel
Consultant Relationship Manager · Other
- GEC-Team
George Edmiston
President and Founder · General Business & Management
- VBManager
Virginia Brake
Compliance and Operations Manager · Other
- GPStaff
Greg Prince
Relationship Manager · Finance & Accounting
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