CURT CARSON
Wealth Management & Private Banking
CCarson@ClientAdvocateNetwork.com
C: (714) 335-8410

Role in the NETWORK
Curt provides wealth & capital management consulting to businesses, entrepreneurs and individuals and connects them to the CAPITAL, PEOPLE & KNOWLEDGE resources they need to achieve their business and personal financial goals.

Professional Experience
Curt has had extensive banking experience having held key management roles with Mellon Bank, First Interstate Bank/Wells Fargo and Union Bank of California. His experiences include Consumer Banking, Commercial Banking, Private Banking and Wealth Management. He has been successful in building relationships, analyzing problems and recommending and providing solutions. Curt has been involved with and on the Boards of numerous organizations and Charitable entities.

Personal Background
Curt was born and raised in Pittsburgh, Pennsylvania. He earned his undergraduate degree from Grove City College and graduate degree from Rutgers University where he studied Economics, Business and Banking. Curt is married and enjoys boating, all sports, woodworking

Community Involvement
Curt demonstrates his personal passion for helping others through his past and present involvement in various business and community organizations – Vanguard University Foundation board, Fairhaven Memorial Park Endowment board, Rotary, UCI Corporate Partners board, Business Committee in the Arts board, Santa Ana Chamber of Commerce, Saddleback Church, and Goodwill Industries.

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