Carl is BPM’s Chief Operating Officer and leads diverse teams in the pursuit of operational excellence and building a foundational infrastructure to support the firm’s scalability and long-term growth. He comes to BPM with over 28 years of senior management experience, serving as Director of Operations for a major public accounting firm and Vice President of Operations for a division of a Fortune 500 company.
Carl has deep experience in leading operational turnarounds, information technology implementation, process development, acquisition and integration.
He has been featured in a variety of publications including Investment News and Men’s Health.
- General Securities Representative — Financial Industry Regulatory Authority (FINRA)
- General Securities Principal — FINRA
- Lean-Six Sigma certified
- Registered Securities Principal and holds securities registrations Series 7 and Series 24
Undergraduate Studies – Ferris State University, Big Rapids, Michigan; Kent State University, Kent, Ohio
MBA – Weatherhead School of Management, Case Western Reserve University, Cleveland, Ohio