Carrie Riley, MBA, is an expert salesperson, financial manager and entrepreneur. She worked as a Financial Advisor for over ten years for industry giants Edward Jones and Morgan Stanley, during which she personally gathered and managed over 50M in client assets. In under a decade, she rose to Senior Financial Advisor and Vice President of Wealth Management in the Montecito, CA markets.
Prior to finance sales positions, Carrie worked on her home island of Kauai in the visitor industry as Director of Sales for travel marketing firms. Experienced in CRM, P&L analysis, customer service, marketing strategies and accounting. Experienced and successful entrepreneur, particular expertise in start-up brand marketing, customer acquisition, and ongoing profitability assessment.
Carrie is currently assisting her husband Shawn in his Real Estate start-up, which is specifically focused on assisting second home buyers on Kauai purchasing vacation rental properties.
Having grown up on Kauai, Carrie is deeply involved in the Kauai community, both personally and professionally. She lives in an Indonesian style home on stilts in Moloa’a Valley, on North Shore of Kauai, with her husband and two teen children.