Carter Hall Email
Investment Operations Associate and Trader @ EverSource Wealth Advisors
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Carter Hall Location
- Birmingham, AL, US
Carter Hall Work
- Investment Operations Associate and Trader @ (June 2026 - Present)
- President @ (May 2025 - May 2026)
- Portfolio Manager @ (May 2024 - May 2025)
- President @ (April 2025 - April 2026)
- Operations Summer Analyst @ (June 2025 - August 2025)
- Ethical Diligence Intern - Private Markets @ (April 2025 - June 2025)
- Accounting Intern @ (May 2024 - August 2024)
Carter Hall Education
- Liberty University
Bachelor of Science - BS (Finance & Economics)
2022-2026
Carter Hall Skills
- Account Management
- Analytic Problem Solving
- Bank Reconciliation
- Bloomberg Terminal
- Command Presence
- Custom GPTs
- DCF Valuation
- Due Diligence
- Equity Research
- Fund Management
- Leadership
- Market Research
- Microsoft Office
- Military Style Leadership
- Qualitative & Quantitative Research Methodologies
- Socially Responsible Investing
- Strategic Planning
- Team Motivation
- Tenacious Work Ethic
Carter Hall Summary
- Carter Hall, based in Birmingham, AL, US, is currently a Investment Operations Associate and Trader at EverSource Wealth Advisors®. Carter Hall brings experience from previous roles at Student Asset Management Fund (SAM Fund), Liberty Finance Club and Morgan Stanley. Carter Hall holds a 2022 - 2026 Bachelor of Science - BS in Finance & Economics @ Liberty University. With a robust skill set that includes Account Management, Analytic Problem Solving, Bank Reconciliation, Bloomberg Terminal, Command Presence and more. Carter Hall has 1 emails on RocketReach.
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