Carla joined Hochheiser Deutsch & Co. in Summer 2024 as the Investment Client Service Associate, her primary focus being client account servicing and client communication. She is responsible for managing every aspect of the investment account opening process, including all new business and the highest level of customer service on existing accounts.
Carla brings her vast knowledge and expertise working in wealth management supporting financial advisors with both investment and insurance clients servicing. Carla also has extensive experience with marketing and running VIP client events. She is looking forward to building long-lasting relationships with our existing and new clients and growing along with the firm.
Carla resides in Glen Cove and her hobbies include traveling, beach, soccer, volleyball, skiing, poker, dining out with friends, and especially spending time with her family.