Prior to his new position, Carl was an Assistant Vice President at Anawon Trust.  Previously, he held the positions of Senior Financial Advisor at StrategicPoint Investment Advisors, LLC in Providence, RI; Financial Planning Associate at Weston Financial Group in Wellesley, Massachusetts; and Operations Administrator at Putnam Investments in Franklin, Massachusetts.

Carl is a graduate of Bryant University, Smithfield, Rhode Island, where he earned his Bachelor of Science degree with an emphasis in economics.  He attended Boston University where he was awarded a certificate in accounting and earned his Certified Financial Planner CFP^® designation.  Carl is also a Chartered Life Underwriter (CLU^®) and is currently pursuing a Chartered Financial Consultant (ChFC^®) designation through The American College, Bryn Mawr, Pennsylvania.