Cari Berger
Business Description
Products and Services offered
Cari has nearly two decades of financial services experience. She joined TowneBank in 2021 as a Private Banker to provide financial services and consulting to professionals, business owners and community partners. Her unique background in product and process management as well as marketing positions her with the ability to identify financial products and services to meet her members' needs. Active in her community, Cari was the Memory Gala Co-Chair for the Alzheimers' Association of Western Carolina in 2020 and 2021. She is also the former VP of Capital Planning for the PTO at St. Gabriel Catholic School and is a tutor for the Charlotte-Mecklenburg School system. Cari holds a B.S. in Business Administration from Meredith College and is a member of Legatus. "I like making the complex simple so my members can enjoy life rather than worrying about managing their finances."
Business Hours:
M-Th 9am-5pm, F 9am-6pm, Sa-Su Closed
Categories:
Investment advisory service
Products:
Small Business, Personal Banking, Business Banking, Lending, Lines Of Credit, Home Equity, Savings, Credit And Debit Cards, Online Banking, Mobile Banking, Mobile Check
Services:
Private Banking
Specialties:
Private Banking, Healthcare Banking, Legal & Title Company Banking, Executive Banking, Non-profit Banking, Veterinarian Banking, Medical Practice Banking, Dedicated Business Banker, Small Business, Small Business Lending, Law Firm Banking, Dental Banking, Dentist Loans
Brands:
Towne Mortgage, Towne Investment Group, Towne Insurance, Towne Vacations, Towne Benefits
Languages:
English