CARLY DELISE

Director of Advisor Relations

Carly began working in the industry in 2006 for a top financial advisor. Throughout her extensive experience, she has developed a comprehensive understanding of the advisor-client relationship, integrating processes that use proven practice management strategies at both the Quantum and advisor/firm level. She is responsible for all business analytics, licensing & contracting, and implementation, acting as your liaison between all departments within Quantum. She works with advisors to help them identify the challenges and opportunities in their practices, generating processes to set themselves apart in an increasingly commoditized industry.

CONTACT ME TO LEARN MORE:

800.440.1088

cdelise@thequantum.com

CARLY DELISE

Director of Advisor Relations

Carly began working in the industry in 2006 for a top financial advisor. Throughout her extensive experience, she has developed a comprehensive understanding of the advisor-client relationship, integrating processes that use proven practice management strategies at both the Quantum and advisor/firm level. She is responsible for all business analytics, licensing & contracting, and implementation, acting as your liaison between all departments within Quantum. She works with advisors to help them identify the challenges and opportunities in their practices, generating processes to set themselves apart in an increasingly commoditized industry.

CONTACT ME TO LEARN MORE:

800.440.1088

cdelise@thequantum.com