Carolie brings to Pierce Wealth Partners, Inc, over 35 years of experience in the financial securities industry. She has extensive experience with individual and institutional sales, trading, bond underwriting, public finance, and asset management. Carolie has a passion for fixed-income securities and her in-depth knowledge in this field enables her to effectively translate the complexity of bonds and the fixed-income marketplace. She brings enhanced value to her clients with her ability to listen to their goals and priorities while untangling even the most complicated financial concepts.
Carolie was previously the founder of an investment banking firm and served as President and Chief Executive Officer for ten years, offering services in public finance, new issue bond underwritings, fixed-income trading and sales, placement of municipal leases and asset management services for pension funds. Throughout her career, Carolie has had the opportunity to share her insights of the fixed-income marketplace with various asset management firms.