Carter Financial Management

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Carter Financial Management Employees

Employee
Years
Job
Industry
Becky Bell CFP Becky Bell CFP Dallas/Fort Worth Area Details
Becky Bell CFP's Carter Financial Management Experience 1985 - 1988
Job VP Afiiliate Channels at Longbridge Financial, LLC
Industry Financial Services
Experience
One Reverse Mortgage, a Quicken Loans company   July 2012 - January 2015
Metlife  2009 - July 2012
Genworth Financial  2000 - 2009
The Associates  November 1993 - March 2000
Transport Insurance Co.   1988 - 1993
Carter Financial Management   1985 - 1988

Skills
Insurance, Sales Management, Sales, Business Development, Marketing Strategy, New Business Development, Marketing, Relationship Management, Strategic Planning, Account Management, Cross Selling, Sales Presentations, Mortgage Lending, Loans, Reverse Mortgages, Lead Generation, Sales Growth, Training, Leadership, Management, Negotiation, Direct Marketing, Underwriting, Financial Analysis, Banking, Financial Services, Mergers & Acquisitions, Strategic Financial..., Life Insurance, Finance, Retirement, Strategy, Retirement Planning, Financial Planning

Education
Texas A&M University
Marketing

The University of Texas at Arlington
MBA, Marketing

University of Texas at Arlington
BBA, Marketing/Finance

Amy A. Walton Amy A. Walton Dallas/Fort Worth Area Details
Amy A. Walton's Carter Financial Management Experience 2014 - Present
Job Gal Friday
Industry Executive Office
Experience
Carter Financial Management   2014 - Present
The Kessler Presents / The Kessler Co-Op / The Kessler Theater   2012 - 2013
Dallas Social Venture Partners  2011 - 2012
KIPP Dallas-Fort Worth  2010 - 2011
Jewish Family Service  2005 - 2010
Galaxy Counseling Center  2002 - 2005
The 500, Inc.   2001 - 2002
North Texas Food Bank  1998 - 2001

Skills
Executive Support, Project Management, Event Planning, Process Improvement, Office Management, Public Relations, Social Media, Marketing Communications, Community Relations, Business Planning, Manage Client..., Database & Record..., Vendor Management, Copywriting, Driving Business Growth, Taste-Making, Community Development, Volunteer Management, Nonprofits, Leadership, Event Management, Philanthropy, Grant Writing, Public Speaking, Community Outreach, Grants, Board Development, Business Development

Education
Austin College   1993 — 1997

Deborah L. Hickey Deborah L. Hickey Dallas, Texas Details
Deborah L. Hickey's Carter Financial Management Experience June 2014 - Present
Job Registered Associate at Carter Financial Management
Industry Events Services
Experience
Carter Financial Management   June 2014 - Present
NuVista Event Management Services   August 2009 - June 2014
Scribner  September 1996 - June 1997
Nestle Canada Inc.  1993 - April 1996
Nestle Canada Inc.  1991 - 1993
Nestle Canada Inc.  1989 - 1991

Skills
Financial Analysis, Consulting, Accounts Payable, Employee Benefits, Sales, Accounting, Payroll Management &..., Marketing, Financial Planning, Strategy, Business Development, Customer Service, Business Strategy, Contract Negotiation, Analysis

Education
Southern Methodist University   2013 — 2015
Certificate Program in Financial Planning

Queen's University   1984 — 1987
Bachelor of Arts (B.A.), Psychology

Laura (Mentemeyer) Maxfield, CFP® Laura (Mentemeyer) Maxfield, CFP® Dallas, Texas Details
Laura (Mentemeyer) Maxfield, CFP®'s Carter Financial Management Experience May 2006 - August 2006
Job Financial Planner at Lee Financial Corporation
Industry Financial Services
Experience
DFW FPA Scholarship Program   January 2015 - Present
Lee Financial Corporation  September 2013 - Present
Lee Financial Corporation  December 2010 - September 2013
Lee Financial Corporation  May 2007 - December 2010
Carter Financial Management   May 2006 - August 2006
U.S. House of Representatives   May 2003 - July 2003

Education
Baylor University   2003 — 2007
Bachelor's Degree, Financial Planning and Services

FRANKLIN MATUTE, CFP® FRANKLIN MATUTE, CFP® Dallas, Texas Details
FRANKLIN MATUTE, CFP®'s Carter Financial Management Experience May 2006 - August 2006
Job CFP®
Industry Financial Services
Experience
HGA, LLC.   April 2014 - Present
CFO4Life  October 2007 - March 2014
American State Bank  September 2006 - August 2007
Carter Financial Management   May 2006 - August 2006

Skills
Personal Financial..., Investment Advisory, Retirement Planning, E-money, Redtail CRM, Income Tax, Wealth Management, Microsoft Excel, Estate Planning, Banking, Asset Management

Education
Texas Tech University   2003 — 2007
Personal Financial Planning, Financial Planning and Services

Elementary

Elementary

Jayne Grimes Jayne Grimes Dallas/Fort Worth Area Details
Jayne Grimes's Carter Financial Management Experience August 2007 - November 2008
Job Vice President, Philanthropic Specialist for Texas
Industry Financial Services
Experience
Wells Fargo Private Bank  April 2012 - Present
Dallas Symphony Orchestra  April 2011 - April 2012
Baylor Health Care System  November 2008 - April 2011
Carter Financial Management   August 2007 - November 2008
Children's Medical Center  2000 - 2007

Skills
Fundraising, Philanthropy, Planned Giving, Board Development, Non-profits, Strategic Planning, Charitable Gift Planning, Charities, Staff Development, Wealth, Team Building, Endowments, Stewardship, Leadership, Estate Planning, Investment Management, Budgets, Event Management, Charitable Trusts, Social Media, Nonprofits, Annual Giving, Marketing Communications, Public Speaking, Event Planning, Grant Writing, Community Development, Volunteer Management, Non-profit..., Community Outreach, Prospect Research, Proposal Writing, Program Development, Non-profit Board..., Leadership Development, Grants

Education
Texas Tech University   1978 — 1982
BS, Landscape Architecture

Sherman High School

Matthew Hiller Matthew Hiller Dallas, Texas Details
Matthew Hiller's Carter Financial Management Experience June 2011 - August 2011
Job Senior Associate at Grant Thornton LLP
Industry Financial Services
Experience
Grant Thornton LLP  July 2014 - Present
Grant Thornton LLP  October 2012 - July 2014
Arvest Fixed Income Securities Class   August 2011 - May 2012
Carter Financial Management   June 2011 - August 2011
Elite Financial Management   May 2010 - August 2010

Skills
Microsoft Office, Bloomberg Terminal, Morningstar, Bloomberg, Financial Modeling, PowerPoint, Financial Analysis, Excel, Access, Accounting, Analysis, Customer Service, Finance, Financial Accounting, Financial Reporting, Investments, Management, Marketing, Microsoft Excel, Public Speaking, Sales, Valuation

Education
University of Arkansas at Fayetteville   2008 — 2012
BS, Investments/Financial Management

J.J. Pearce High School   2005 — 2008

Patty Hammond, CFP® Patty Hammond, CFP® Dallas/Fort Worth Area Details
Patty Hammond, CFP®'s Carter Financial Management Experience February 2004 - Present
Job Vice President Compliance at Carter Financial Management
Industry Financial Services
Experience
Carter Financial Management   February 2004 - Present
Carter Financial Management   February 2004 - Present
The Center for Personal Finance   January 1997 - January 2004
Quest Capital Management, Inc.   April 1993 - December 1996

Education
The University of Texas at Dallas

University of Tulsa
Bachelor of Science, Math and Science

J. Tyler Russell, CFP® J. Tyler Russell, CFP® Dallas/Fort Worth Area Details
J. Tyler Russell, CFP®'s Carter Financial Management Experience September 2008 - Present
Job Wealth Manager at Carter Financial Management
Industry Financial Services
Experience
Carter Financial Management   September 2008 - Present

Skills
Securities, Financial Planners, Financial Services, Retirement Planning, Strategic Financial..., FINRA, Estate Planning, Wealth Management, Series 7, Investment Advisory, Asset Allocation, Investments, Asset Management, Portfolio Management, Financial Analysis, Wealth Management..., Insurance, Managerial Finance, Mutual Funds, Retirement, Investment Strategies, Financial Planning

Education
Texas Tech University   2003 — 2007
Bachelors of Science, Personal Financial Planning

Stephen H. McDonald, CFP® Stephen H. McDonald, CFP® Dallas/Fort Worth Area Details
Stephen H. McDonald, CFP®'s Carter Financial Management Experience June 2009 - Present
Job Certified Financial Planner at Carter Financial Management
Industry Financial Services
Experience
Carter Financial Management   June 2009 - Present
CASA Dallas County   2001 - Present
Dallas CASA Children's Council Board   2006 - 2011

Education
Texas A&M University System Health Science Center- Baylor College of Dentistry

Texas Tech University

UNT/PDI

Andrea Case Andrea Case Dallas/Fort Worth Area Details
Andrea Case's Carter Financial Management Experience August 2008 - September 2010
Job Regional Account Representative
Industry Apparel & Fashion
Experience
Toula Manufacturing Ltd., Inc.   September 2010 - Present
Carter Financial Management   August 2008 - September 2010
Heritage Auctions  July 2003 - August 2008
Fort Worth ISD  August 2002 - June 2003
Neiman Marcus  April 2001 - April 2003
Harold's  July 1998 - April 2001

Education
Texas Christian University
BS, Merchandising

Texas Christian University - M.J. Neeley School of Business
BBA, Finance/Real Estate

Lauren Gifford Lauren Gifford Spring, Texas Details
Lauren Gifford's Carter Financial Management Experience 2008 - 2010
Job REALTOR of Value
Industry Real Estate
Experience
Lauren B. Gifford Realty   2012 - Present
Carter Financial Management   2008 - 2010

Skills
Negotiation, Customer Service, Real Estate Transactions, Real Estate, Real Estate Financing, Sales, New Home Purchase, Investments, Marketing, Strategic Financial..., Asset Managment, Insurance, Investment Advisory

Education
Art Institute of Dallas
Associate of Arts and Sciences (A.A.S.), Baking and Pastry Arts/Baker/Pastry Chef

Baylor University - Hankamer School of Business
Bachelor of Business Administration (BBA), Real Estate

Baylor University - Hankamer School of Business
Bachelor of Business Administration (BBA), Financial Planning and Services

Carolyn Baxley Sanchez Carolyn Baxley Sanchez Dallas/Fort Worth Area Details
Carolyn Baxley Sanchez's Carter Financial Management Experience May 2006 - December 2007
Job Associate at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs  January 2014 - Present
Goldman Sachs  July 2011 - December 2013
Archon Group  December 2009 - June 2011
Affirmative Insurance  December 2008 - December 2009
Highland Capital Management  December 2007 - October 2008
Carter Financial Management   May 2006 - December 2007

Skills
Forecasting, Investments, Financial Modeling, Asset Managment, Strategic Financial..., Credit Analysis, Finance, Mortgage Lending

Education
Southern Methodist University - Cox School of Business   2009 — 2011
MBA, Finance and Real Estate

Baylor University - Hankamer School of Business   2003 — 2006
B.B.A., Financial Services and Planning

Jonathan Meaney, CFP Jonathan Meaney, CFP Dallas/Fort Worth Area Details
Jonathan Meaney, CFP's Carter Financial Management Experience May 2006 - Present
Job Wealth Manager / Financial Planner at Carter Financial Management
Industry Financial Services
Experience
Carter Financial Management   May 2006 - Present
Southwest Securities  January 2001 - May 2006

Skills
Strategic Financial..., Investments, Securities, Wealth, Retirement Planning, Wealth Management, Investment Advisory, Finance, Financial Planning, Certified Financial..., Estate Planning, Wealth Management..., Asset Allocation, Financial Analysis, Portfolio Management, 401k Rollovers, Licensed Life & Health..., Retirement, Risk Management, Asset Management, Financial Advisory

Education
Louisiana Tech University   1996 — 2000
BS, Business Administration

Southern Methodist University   2005 — 2007
Professional Certification, Financial Planning

Taylor Steele, CFP ®, CLU ®, AIF ®, EA Taylor Steele, CFP ®, CLU ®, AIF ®, EA Dallas, Texas Details
Taylor Steele, CFP ®, CLU ®, AIF ®, EA's Carter Financial Management Experience May 2004 - June 2011
Job Financial Planner, RJFS & Principal, Cadent Capital, LLC An Independent Firm
Industry Financial Services
Experience
Cadent Capital, LLC - An Independent Firm   July 2011 - Present
Carter Financial Management   May 2004 - June 2011
July Business Services  June 2003 - May 2004

Education
Baylor University   2001 — 2004
BBA, Financial Services and Planning

Patty Ries Patty Ries Dallas/Fort Worth Area Details
Patty Ries's Carter Financial Management Experience January 1999 - June 2008
Job Compliance Manager at Fortune Wealth Management, LLC
Industry Financial Services
Experience
Fortune Wealth Management, LLC   October 2011 - Present
Luke Financial Co LLC   June 2008 - May 2011
Carter Financial Management   January 1999 - June 2008
National Fertility Center of Texas   August 1990 - January 1999

Skills
Customer Service, Microsoft Office, Word, Excel, PowerPoint, Outlook, Mac OS X, Customer Relations

Education
The University of Texas at Austin
BA, Liberal Arts

Nancy Bourne Nancy Bourne Dallas/Fort Worth Area Details
Nancy Bourne's Carter Financial Management Experience 1998 - 2001
Job Marketing & Communications, Project Manager & Consultant at Consortiant Corporation
Industry Marketing and Advertising
Experience
Consortiant Corporation   October 1999 - Present
DFW American Marketing Association  2012 - 2013
DFW American Marketing Association  2011 - 2012
DFW American Marketing Association  2010 - 2011
DFW American Marketing Association  October 2009 - July 2010
Carter Financial Management   1998 - 2001
CompuCom  1996 - 1997
CompuCom  1994 - 1996

Skills
Marketing Strategy, Project Planning, Marketing Communications, Public Relations, Content Marketing, Corporate Marketing, Product Marketing, Advertising, Proposal Management, Investor Relations, Strategic Planning, Integrated Marketing, Email Marketing, Social Media Marketing, Event Marketing, Marketing Management, Online Marketing, Marketing, Online Advertising, Social Media, Event Planning, Brand Development, Direct Marketing, Strategic Partnerships, Lead Generation, Management, Direct Mail, CRM, Proposal Writing, Market Research, Account Management, B2B, Business Development, Media Relations, Leadership, B2B Marketing, Digital Strategy, Team Leadership, Marketing Research, Digital Marketing, Brand Management, Social Networking, Corporate Branding, Strategy, SEO, Relationship Marketing, Google Analytics, Corporate Communications, Trade Shows, Market Planning

Education
University of Arizona
MBA, Marketing

University of Illinois at Urbana-Champaign
BS, Psychology

University of North Texas
CFP® Certificate Program, Financial Planning

Blake Cronin Blake Cronin Austin, Texas Details
Blake Cronin's Carter Financial Management Experience April 2014 - August 2014
Job Helping Financial Organizations Solve Data Related Challenges
Industry Computer Software
Experience
Informatica  March 2015 - Present
Carter Financial Management   April 2014 - August 2014
City Bank  April 2011 - September 2011
American National Bank of Texas  May 2010 - September 2010

Skills
Financial Analysis, Financial Risk..., Data Integration, Data Security, Data Quality, Master Data Management, Financial Management..., Business Development, Data Governance, Microsoft Office, Strategic Financial..., Data Management, Customer Service, Regulatory Compliance, Public Speaking, Financial Statements, Income Tax, Tax, SalesForce, Tax Preparation, Financial Modeling, Retirement Planning, Business Analysis, Business Process..., Jack Henry's Silverlake..., Laserfiche Certified, NaviPlan, MoneyGuidePro, Market Research

Education
Texas Tech University   2009 — 2014
Bachelor of Science (BS), Financial Planning

Ryan Poynter Ryan Poynter Dallas/Fort Worth Area Details
Ryan Poynter's Carter Financial Management Experience May 2014 - August 2014
Job Staff Accountant at Lincoln Property Company
Industry Accounting
Experience
Lincoln Property Company  April 2015 - Present
Carter Financial Management   May 2014 - August 2014
Texas A&M University  April 2011 - April 2014
Behringer Harvard Residential  May 2013 - August 2013
Great American Shootout   June 2009 - June 2012

Skills
Microsoft Excel, Microsoft Office, Data Analysis, Facebook, Social Media, PowerPoint, Research, Public Speaking, SPSS, Social Media Marketing, Microsoft Word, Leadership, Budgets, Strategic Planning, Time Management, Customer Service

Education
Texas A&M University   2010 — 2014
BS, Agricultural Economics

Nathan Roberts, MSA Nathan Roberts, MSA Vail, Colorado Details
Nathan Roberts, MSA's Carter Financial Management Experience May 2001 - December 2003
Job Business Consultant, Serial Entrepreneur
Industry Capital Markets
Experience
American Adaptive, Oracle Consulting Co., Epic Sports Productions   May 2010 - Present
Northwestern Mutual  September 2010 - May 2013
Stephen Shanley Associates   September 2006 - September 2010
Pennington Bass   January 2004 - January 2005
Carter Financial Management   May 2001 - December 2003

Skills
Strategic Financial..., Mutual Funds, Finance, Financial Analysis, Retirement, Investments, Entrepreneurship, Financial Services, Insurance, Series 7, Corporate Finance, Retirement Planning, Financial Advisory, Real Estate, Portfolio Management, Financial Planning, Project Planning, Financial Modeling, Asset Management, Asset Allocation, Valuation, Marketing, Graphic Design, Logo Design, Report Design, Java, JavaScript, Perl, Python, Adobe Creative Suite, Icon Design, C++, Microsoft Office, Microsoft SQL Server, Photoshop, Illustrator, Digital Marketing, Digital Media, Digital Illustration, After Effects, InDesign, Access

Education
Texas Tech University   2004 — 2005
Masters, Financial Planning

Southern Methodist University   1999 — 2003
Bachelors, Finance

Southern Methodist University - Cox School of Business   1999 — 2003
Bachelors, Finance

Allie Leary, CPA Allie Leary, CPA Minot, North Dakota Details
Allie Leary, CPA's Carter Financial Management Experience 2011 - 2012
Job .
Industry Accounting
Experience
National Business Valuation Services   June 2012 - February 2013
Carter Financial Management   2011 - 2012
Ernst & Young  October 2009 - 2011

Skills
Accounting, Tax, Financial Analysis, Strategic Financial..., Financial Reporting, Financial Accounting, Auditing, Assurance, Valuation, GAAP, Finance, Microsoft Excel

Education
Texas A&M University - Mays Business School   2005 — 2009
BBA, Accounting

Texas A&M University   2004 — 2009
MS, Accounting

Tara L. Scottino, CFP Tara L. Scottino, CFP Dallas, Texas Details
Tara L. Scottino, CFP's Carter Financial Management Experience December 2007 - October 2014
Job Vice President/Senior Wealth Manager at True North Advisors
Industry Financial Services
Experience
True North Advisors  November 2014 - Present
Foundation For Financial Planning   2008 - Present
The Leukemia & Lymphoma Society  May 2007 - Present
Financial Planning Association - Dallas/Forth Worth   2000 - Present
Carter Financial Management   December 2007 - October 2014
Financial Planning Association  January 2011 - December 2013
The Capital Chart Room   February 2006 - November 2007
Carter Financial Management   June 2002 - January 2006

Skills
Retirement Planning, Employee Benefits, Securities, Personal Finance, Wealth Management, Alternative Investments, Investments, Asset Allocation, Financial Advisory, Leadership, Estate Planning, FINRA, Strategic Financial..., Retirement, Investment Advisory, Finance, Financial Planners, Financial Planning, Mutual Funds, Series 7, Wealth

Education
Texas A&M University   1995 — 1997
Bachelor's degree

Tarleton State University   1993 — 1994

Brandon Ratzlaff, CFP®, AIF® Brandon Ratzlaff, CFP®, AIF® Dallas/Fort Worth Area Details
Brandon Ratzlaff, CFP®, AIF®'s Carter Financial Management Experience 2006 - Present
Job Private Wealth Advisor
Industry Investment Management
Experience
Carter Financial Management   2006 - Present
Raymond James Financial Inc.  2005 - 2006
Merrill Lynch  2004 - 2005

Skills
Retirement Planning, Asset Allocation, Estate Planning, High Net Worth..., Financial Planning, Investment Strategies, Alternative Investments, Private Wealth...

Education
University of Texas at Dallas - Naveen Jindal School of Management   2008 — 2010
MBA

Texas Tech University - Rawls College of Business   2002 — 2003
M.Sc.

Texas Tech University - Rawls College of Business   1997 — 2002
BBA

Julie Odum Julie Odum Dallas, Texas Details
Julie Odum's Carter Financial Management Experience January 2012 - July 2012
Job CEO at D & J Estate Management, LLC
Industry Financial Services
Experience
D & J Estate Management, LLC   March 2014 - Present
Allstate Financial  2012 - Present
Carter Financial Management   January 2012 - July 2012
Lincoln Financial Advisors  October 2004 - September 2011
Legacy Partners  July 2002 - September 2004
NYLIFE Securities  November 1994 - June 2002

Skills
Investment Advisor..., Financial Planning, Comprehensive Planning, Retirement Planning, Estate Planning, Investments, Retirement, Wealth, Wealth Management, Asset Allocation, Investment Advisory, Mutual Funds, Fixed Annuities, Financial Planners, Series 7, Asset Managment, Long-term Care, Insurance, IRAs, Portfolio Management, Wealth Accumulation, Financial Advisory, Strategic Financial..., Series 63, Asset Management, Mortgage Lending

Education
University of North Carolina at Charlotte
BS in Business Administration, Business

University of North Texas
Business Administration and Management, General

Julie Scheers, CFP® Julie Scheers, CFP® Houston, Texas Area Details
Julie Scheers, CFP®'s Carter Financial Management Experience May 2002 - August 2002
Job Senior Financial Planner at Ronald Blue & Co.
Industry Financial Services
Experience
Ronald Blue & Co.   March 2009 - June 2015
Interactive Capital Management   May 2007 - January 2009
Bedel Financial Consulting   October 2003 - February 2007
Carter Financial Management   May 2002 - August 2002
Law Offices of Robert W. Soard   1999 - 2002
Kanaly Trust Company  June 2001 - August 2001
Interactive Capital Management   May 2000 - August 2000
Godsey Insurance Agency   June 1998 - August 1998

Education
Texas Tech University   1999 — 2003
B.S. in Personal Financial Planning

Crosby High School   1995 — 1999

Ed Cherry, CFP(R) Ed Cherry, CFP(R) Dallas/Fort Worth Area Details
Ed Cherry, CFP(R)'s Carter Financial Management Experience 1999 - 2001
Job Financial Advisor at MassMutual Financial Group Dallas Fort Worth
Industry Financial Services
Experience
MassMututal Financial Group   June 2010 - Present
Diesslin & Associates  April 2001 - July 2009
Carter Financial Management   1999 - 2001
AXA  1995 - 1998

Skills
Risk Management, Retirement Planning, Saving for Education, 401k Rollovers, Strategic Financial..., 529 Plans, Life Insurance, Disability Insurance, Roth IRA, Variable Products, IRAs, Qualified Retirement..., Term Life Insurance, Long Term Care Insurance, Retirement Savings, Insurance, Investments, Financial Planning

Education
Baylor University   1976 — 1978
Master's degree, Health/Health Care Administration/Management

Texas A&M University   1964 — 1969
BBA, Finance, General

Susan Goforth Susan Goforth Dallas/Fort Worth Area Details
Susan Goforth's Carter Financial Management Experience January 2011 - March 2011
Job Experienced Executive Assistant
Industry Investment Management
Experience
Swearingen Realty Group  May 2012 - Present
Fujitsu Network Communications  March 2012 - April 2012
Carter Financial Management   January 2011 - March 2011
Reddy Ice  August 2009 - November 2009
Invesco Real Estate  April 1998 - July 2009
Invesco Real Estate  December 1996 - April 1998
SCG Realty Services, Inc. (now Archstone)   October 1994 - December 1996

Skills
Project Management, Customer Relations, Customer Service, Administration, Data Analysis, Excel, English grammar, Financial Reporting, New Hires, Internet, Oracle, Microsoft Office, Outlook, Organizing, PowerPoint, Quality, Research, Real Estate, Employee Relations, SAP, Problem Solving, Troubleshooting, Teamwork, Vendor Management, Word, Writing, Windows, Yahoo, SharePoint, Salesforce.com, Yardi Asset Management, RFP preparation, RFP Machine, Avenue CRM System, Microsoft Excel, Accounts Payable, Marketing, Recruiting

Education
Stephen F. Austin State University   1987 — 1988
No degree earned, Business Administration

Plano East Senior High School   1983 — 1987
High School Diploma, Basic Studies

R. Aaron Hays, CFP® R. Aaron Hays, CFP® Dallas, Texas Details
R. Aaron Hays, CFP®'s Carter Financial Management Experience April 2014 - Present
Job Dynamic Finance Professional who yields profitable results! Financial Planner | Business Analyst | Relationship Manager
Industry Financial Services
Experience
Carter Financial Management   April 2014 - Present
Messenger Advisors, LLC   September 2012 - December 2013
U.S. Trust, Bank of America Private Wealth Management   September 2007 - September 2012
Spectrum Financial Group, LLC   November 2006 - August 2007

Skills
Investments, Asset Allocation, Wealth Management, Portfolio Management, Equities, Retirement Planning, Securities, Leadership, Strategic Financial..., Investment Strategies, Building Relationships, Manage Client..., Fiduciary Services, High Net Worth..., Compliance, New Business Development, Due Diligence, Trading, Analysis, Retirement, Estate Planning, Training, Sales, Entrepreneurship, Business Strategy, Business Analysis, Corporate Finance, Marketing Strategy, Project Management, Operational Efficiency, Risk Management, Cross Functional Team..., Strategic Partnerships, Microsoft Excel, Microsoft Word, Adobe Acrobat, Bloomberg Software, Salesforce.com, CRM Integration, SharePoint

Education
Southern Methodist University   2008 — 2009
Certificant Program in Financial Planning

Texas Tech University   2001 — 2006
Bachelor of Arts & Science, Political Science; General Business (Finance Focus)

Universidad Pablo de Olavide   2004 — 2004
Spain Study Abroad Program

Neil Farrell Neil Farrell Buffalo/Niagara, New York Area Details
Neil Farrell's Carter Financial Management Experience February 2009 - April 2014
Job Financial Advisor & President of Farrell Financial, LLC
Industry Financial Services
Experience
Farrell Financial, LLC   May 2014 - Present
Carter Financial Management   February 2009 - April 2014
Merrill Lynch  January 2006 - January 2009
UBS  February 1996 - December 2005

Skills
Retirement Planning, Mutual Funds, Series 7, Wealth Management, Fixed Annuities, Series 63, Retirement, Investments, Financial Analysis, IRAs, Strategic Financial..., Series 6, Securities, Life Insurance, Investment Advisory, Loans, Investment Management, 401k, Wealth, Asset Allocation, Insurance, Disability Insurance, Small Business, Banking, Finance

Education
Canisius College   1988 — 1990
MBA, Finance & Marketing

Canisius College
Bachelor of Science (B.S.), Finance, General

Sue Spellman, CFP® Sue Spellman, CFP® Dallas/Fort Worth Area Details
Sue Spellman, CFP®'s Carter Financial Management Experience June 2006 - Present
Job Sr. Vice President Carter Financial Management
Industry Financial Services
Experience
Carter Financial Management   June 2006 - Present
Southwest Securities  December 2003 - June 2006
Spellman Capital Corporation   December 1981 - December 2003

Skills
Series 7, Portfolio Management, Securities, FINRA, Asset Allocation, Strategic Financial..., Finance, Equities, Financial Planning, Wealth

Education
Tulane University - Newcomb College
Bachelor of Arts (B.A.), Spanish Language and Literature

The University of Texas at Austin
Finance and Financial Management Services