With over 25 years of experience in financial services, Carl has a wealth of expertise in financial products and services, business development, strategic planning, and key account management. He leads FPI’s national sales team in ensuring that FPI continues to meet the evolving needs of financial advisers and their clients with dynamically risk-managed solutions. He is also focused on building and fostering long-term relationships with advisers and their firms.

Before joining FPI, Carl held several key leadership positions at Guggenheim Investments. He headed the Defined Contribution Investment Only business and the distribution of Rydex Funds. In these roles, he managed relationships with retirement platforms and distribution partners, while leading a sales team focused on beta exposure sector strategies, broad market benchmarks, and leveraged and inverse exposure products. Carl also served as the national sales manager of ETF and institutional sales; as a variable trust wholesaler; and in a national sales manager role for specialty sales distribution, managing variable annuity and 401(k) partnerships and the sales of the variable trust funds available through 401(k)s.

Carl began his career in financial services at Fidelity Investments. He holds a bachelor’s degree in business from Austin College in Texas and an MBA from the University of Dallas. He is Series 6, 7, 24, 63, and 65 registered.