Carrie Hulen  CRPC™, ADPA™ in

Carrie Hulen CRPC™, ADPA™

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Partner, Co-Founder, Financial Consultant at Capstan Financial Consulting Group
📍 Sarasota, Florida, United States

Professional overview including current role context, leadership scope, domain focus, and career trajectory to help you understand background relevance before outreach.

Key behavioral and communication insights including interaction style, decision-making tendencies, and motivation drivers to tailor messaging and personalize conversations.

Business priorities, areas of interest, and practical outreach recommendations that can improve conversion quality for this professional.

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Experience
33 Years
Current Role
Partner, Co-Founder, Financial Consultant
Job Level
Leadership
Location
Sarasota, Florida, United States
Personality Overview

How Carrie shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Carrie cares about

Strategic Priorities
Topic insights and context to help personalize outreach and discovery conversations.
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Career

Work history

5-2010
Partner, Co-Founder, Financial Consultant
Capstan Financial Consulting Group
3-2002 - 5-2010
Vice President/Financial Advisor
Bank of America Investments/ Merrill Lynch
9-1992 - 3-2002
VP/Financial Advisor
PaineWebber
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
1991 - 1996
Finance
University of Missouri-Saint Louis
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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