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
- Financial Planning Lead @ (March 2022 - Present)
- Sr. Manager, Mutual Fund and ETF Research Specialists @ (January 2022 - March 2022)
- Manager, Mutual Fund Research Product Specialists @ (January 2021 - January 2022)
- Mutual Fund Research Product Specialist @ (January 2019 - January 2021)
- Audit Associate @ (June 2016 - January 2019)
- Finance Intern @ (June 2015 - April 2016)
- Financial Services Assistant Intern @ (October 2014 - April 2015)
- Varsity Captain @ Creekside High School Dance Team (May 2012 - May 2013)
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.
Others Named Caroline Petty
Carrie Petty
Salesforce - Named Account Executive Non Profit AMER
Indianapolis, IN, US
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co