B. Carrick Email & Phone Number
Co Host @ The Deal Table
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B. Carrick Location
- Dallas, TX, US
B. Carrick Work
- 2024 -now Co Host @
- 2024 -now Founder and Managing Director @
- 2019 -now Instructor - Business Leadership Center, Fifteen Time Teaching Excellence Award Recipient @
- 2021 -now Advisory Board Member @
- 2021 -2024 Senior M and A Advisor @
- 2021 -2022 Startup Mentor @ SMU Start-Up Launch Competition
- 2021 -2022 Managing Director @ The 86 Group, LLC
- 2021 -2022 Advisory Board Member @
- 2012 -2020 President @ Carrick Consulting Group, LLC
- 2012 -2012 Regional Managing Director @
- 2007 -2012 Trustee @ Dixon Gallery & Gardens
- 2006 -2011 Founding Shareholder and Chairman of the Board @ Triumph Bancshares, Inc. and Triumph Bank
- 2010 -2011 Managing Director @
- 2010 -2011 Treasurer @ Methodist Healthcare Foundation
- 1998 -2010 Founder, Chairman and CEO @
- 1991 -1998 Founder, Executive Vice-President @ Investment Counsel & Trust Company
- 1995 -1996 Graduate @ Leadership Memphis
- 1983 -1990 Account Executive, Certified Financial Planner @ Dean Witter Reynolds, Inc.
B. Carrick Education
- Boston University
Master of Science (Banking and Financial Services)
2006-2008 - The College for Financial Planning
Financial Planning Certification (Financial Planning and Services)
1989-1990 - University of Memphis
Bachelor of Professional Studies (Investments and Investor Psychology)
1976-1980 - Memphis University School
High School Diploma
1972-1976
B. Carrick Skills
- Leadership
- Financial Advisory
- Team Building
- Banking
- Public Speaking
- Fixed Income
- Retirement Planning
- Financial Planning
- Wealth Management Services
- Restaurant Management
- Start Ups
- Portfolio Management
- Financial Modeling
- Capital Markets
- Food and Beverage
- Investments
- Business Development
- Credit Risk
- Finance
- Investment Advisory
- Asset Allocation
- Strategic Planning
- Financial Services
- Asset Managment
- Wealth Management
- Strategic Financial Planning
- Investment Strategies
- Entrepreneurship
- Risk Management
- Asset Management
- Marketing
- Certified Financial Planner
- Customer Service
- Financial Analysis
- Wealth
- Private Equity
- Management
- Investment Banking
- Trading
- Marketing Strategy
- Mergers and Acquisitions
- Series 7
- Securities
- Hedge Funds
B. Carrick Summary
- B. Carrick, based in Dallas, TX, US, is currently a Co Host at The Deal Table. B. Carrick brings experience from previous roles at Optima Mergers & Acquisitions, SMU Cox School of Business--MBA Business Leadership Center, Catapult Partners and Generational Equity, LLC. B. Carrick holds a 2006 - 2008 Master of Science in Banking and Financial Services @ Boston University. With a robust skill set that includes Leadership, Financial Advisory, Team Building, Banking, Public Speaking and more. B. Carrick has 3 emails and 3 mobile phone numbers on RocketReach.
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B. Carrick
Co Host
Dallas, TX, US
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B. Carrick
Co Host
Dallas, TX, US
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