Caroline Petty Email & Phone Number
Financial Planning Lead @ Uprise
5 free lookup(s). No credit card required.
If you need more lookups,
subscriptions start at $34 USD/month.
Caroline Petty Location
- Florida, United States
Caroline Petty Work
- 2022 -now Financial Planning Lead @
- 2022 -2022 Sr. Manager, Mutual Fund and ETF Research Specialists @
- 2021 -2022 Manager, Mutual Fund Research Product Specialists @
- 2019 -2021 Mutual Fund Research Product Specialist @
- 2016 -2019 Audit Associate @
- 2015 -2016 Finance Intern @
- 2014 -2015 Financial Services Assistant Intern @
- 2012 -2013 Varsity Captain @ Creekside High School Dance Team
Caroline Petty Education
- Florida State University - Herbert Wertheim College of Business
Bachelor of Science (B.S.) (Finance, General)
2013-2016
Caroline Petty Skills
- Management
- Administrative Assistance
- Budgeting
- Microsoft Word
- Coaching
- PowerPoint
- Financial Reporting
- Microsoft Excel
- Public Speaking
- Dance
- Time Management
- Finance
- Inventory Accounting
- Higher Education
- Customer Service
- HTML5
- Sales
- Hospitals
- Internal Audit
Caroline Petty Summary
- Caroline Petty, based in Florida, United States, is currently a Financial Planning Lead at Uprise. Caroline Petty brings experience from previous roles at Raymond James. Caroline Petty holds a 2013 - 2016 Bachelor of Science (B.S.) in Finance, General @ Florida State University - Herbert Wertheim College of Business. With a robust skill set that includes Management, Administrative Assistance, Budgeting, Microsoft Word, Coaching and more. Caroline Petty has 3 emails and 1 mobile phone numbers on RocketReach.
Looking for a different Caroline Petty?
Find contact details for 700 million professionals.
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co