Carter Email & Phone Number
Managing Director @ Windsor Advisory Group
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Carter Location
- Columbus, OH, US
Carter Work
- Managing Director @ (January 2024 - Present)
- Director @ (August 2019 - December 2023)
- Associate Director of Corporate Philanthropy and Impact Investing @ (August 2017 - August 2019)
- Planned Giving Officer @ (June 2016 - August 2017)
- Investment Specialist - Private Bank @ (January 2014 - May 2016)
- Investments Business Management - Private Bank Associate @ (January 2013 - December 2013)
- Investments Business Management - Private Bank Analyst @ (June 2011 - December 2012)
- Wealth Management Analyst Program @ (June 2009 - May 2011)
Carter Education
- Colgate University
Economics (Spanish)
2005-2009 - Upper Arlington High School 2001-2005
Carter Summary
- Carter, based in Columbus, OH, US, is currently a Managing Director at Windsor Advisory Group. Carter brings experience from previous roles at Windsor Advisory Group, The Columbus Foundation and J.P. Morgan. Carter holds a 2005 - 2009 Economics in Spanish @ Colgate University. Carter has 3 emails and 1 mobile phone numbers on RocketReach.
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