Carter Financial Management
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Carter Financial Management Employees
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
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
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
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
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
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
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
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
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
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
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 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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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