SVP Treasury Sales Officer @ (March 2018 - May 2024)
VP, Treasury Sales Officer @ (June 2013 - April 2018)
Director of Services @ (January 2010 - January 2018)
Vice President Treasury @ (January 2010 - January 2018)
AVP @ (January 2009 - June 2013)
Business Development Manager @ Fern Templeton (July 2007 - April 2009)
Analyst and Consultant @ Fern Templeton (June 2007 - April 2009)
Business Development Manager @ (June 2007 - September 2008)
Trader @ (November 2005 - April 2007)
Financial Advisor @ (February 2003 - November 2005)
Financial Advisor @ (January 2001 - January 2004)
Andy Carson Education
Queens University of Charlotte
CFP (Finance)
2007-2009
James Madison University
B.B.A (Finance)
1996-2000
Hardgrave Military Academy 1995-1996
Greenbrier East 1991-1995
Queen's University
Master's Degree
James Madison University
Andy Carson Skills
Account Management
Accounts Payable (AP)
Accounts Receivable (AR)
Analysis
Asset Management
AvidXchange
Banking
Business Analysis
Business Development
Business Relationship Management
Business Requirements
Business Strategy
Business-to-Business (B2B)
Commercial Lending
Communication
Credit
Credit Cards
Cross-border Transactions
Customer Relationship Management (CRM)
Due Diligence
Finance
Financial Advisory
Financial Analysis
Financial Services
Insurance
Investments
Leadership
Loans
Management
Mergers & Acquisitions
Mortgage Lending
Mutual Funds
New Market Expansion
Operational Efficiency
Options
Payments
Performance Improvement
Portfolio Management
Private Equity
Project Management
Real Estate
Relationship Development
Risk Management
Sales
Sales Operations
Securities
Stakeholder Engagement
Strategic Planning
Strategy
Trading
Underwriting
Virtual card
Working Capital Optimization
Treasury
Commercial Real Estate
Mergers and Acquisitions
Andy Carson Summary
Andy Carson, based in Charlotte, NC, US, is currently a Senior Relationship Manager at City National Bank. Andy Carson brings experience from previous roles at Truist and Bank of America. Andy Carson holds a 2007 - 2009 CFP in Finance @ Queens University of Charlotte. With a robust skill set that includes Account Management, Accounts Payable (AP), Accounts Receivable (AR), Analysis, Asset Management and more. Andy Carson has 2 emails and 5 mobile phone numbers on RocketReach.
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