Director of National Accounts
Industry veteran Carla Martin has joined The Pacific Financial Group (TPFG) as Director of National Accounts.
In her role, Carla is responsible for leading all firm initiatives related to Broker/Dealer and RIA account management. She is charged with securing new selling/solicitation agreements with Broker/Dealer and RIA partners and negotiating our partnership agreements as well as managing and growing the current selling group.
She brings a wealth of knowledge to TPFG, including relationships and expertise from 19 years of experience in the National Accounts arena. Prior to joining TPFG, Carla led teams for alternative investment management firms distributing REIT’s, BDC’s, Liquid Alternatives, Interval Funds, and 1031 products. She has also represented an RIA firm in the distribution of SelfDirected Brokerage Accounts, SMAs, ETFs and Mutual Funds.