CA
Carrie Ackley
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Work Experience
May 2006 - Jun 2016 · 10 years and 1 months
Advertising Compliance Analyst
Mar 2014 - Jun 2016 · 2 years and 3 months
Senior New Business Suitability Analyst
May 2006 - Mar 2014 · 7 years and 10 months
Company Details
2-10 Employees
At DSG, we are a family office that provides a wide range of services to manage, sustain and grow wealth while promoting a family’s unique values and character. For each client, we build a virtual family office with five core components – CFO services, investment management, legacy planning, business advice and concierge solutions. Through these processes, we create a highly skilled multi-family office with meticulous attention to detail. Our firm serves a special kind of client—people who engage deeply, expect efficient service, have specialized experience, and provide knowledgeable advice. We strive to deliver beyond these expectations. For additional information and disclosures please visit: www.dsgca.com
Year Founded
2016
Social Media
Linkedin
Industry
Financial Services
HQ Location
3033 Excelsior Blvd Minneapolis, Minnesota 55416, US
Keywords
Family Office ServicesAsset Allocation & Portfolio ConstructioInvestment Consulting & Asset ManagementWealth Transfer & Income PlanningTax Minimization & Optimization StrategiesPhilanthropic GivingRisk ManagementSolutions for Corporate ExecutivesServices for Business OwnersPrivate Banking & Lending
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