Carter Larson Email & Phone Number
Fiduciary Risk and Compliance Manager @ Magnolia Trust Company
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Carter Larson Location
- Roswell, GA, US
Carter Larson Work
- 2021 -now Fiduciary Risk and Compliance Manager @
- 2019 -2020 Head of Personal Trust and Senior Trust Advisor @
- 2018 -2019 Senior Vice President and Fiduciary Executive @
- 2017 -2018 Senior Vice President, Funeral and Cemetery Trust Services Manager @
- 2007 -2017 Senior Vice President, Fiduciary Risk Manager @
- 2006 -2007 Senior Vice President, Wealth Services Manager @
- 2003 -2006 Group Vice President, Fiduciary Services Manager @
- 1996 -2003 Vice President and Trust Advisor @
- 1990 -1996 Financial and Distribution Analyst @
Carter Larson Education
- The University of Tennessee at Chattanooga
Master of Business Administration (M.B.A.) (Finance, General)
1993-1996 - Iowa State University - College of Business
Bachelor of Business Administration (B.B.A.) (Transportation and Logistics)
1986-1990
Carter Larson Skills
- Financial Services
- Estate Planning
- Wealth
- Wealth Management
- Financial Risk
- Finance
- Financial Analysis
- Financial Planning
- Financial Markets
- Project Management
- Personal Trust Administration
- Collaborative Problem Solving
- Problem Analysis
- Songwriting
- High Performance Sales Teams
- Developing and Implementing Financial Solutions
- Building High Performance Sales Teams
- Problem Solving
- Asset Management
- Banking
- Portfolio Management
- Investment Management
- Risk Management
- Investments
- High Net Worth Individuals
Carter Larson Summary
- Carter Larson, based in Roswell, GA, US, is currently a Fiduciary Risk and Compliance Manager at Magnolia Trust Company. Carter Larson brings experience from previous roles at Ameris Bank, SunTrust and SunTrust Bank. Carter Larson holds a 1993 - 1996 Master of Business Administration (M.B.A.) in Finance, General @ The University of Tennessee at Chattanooga. With a robust skill set that includes Financial Services, Estate Planning, Wealth, Wealth Management, Financial Risk and more. Carter Larson has 3 emails and 4 mobile phone numbers on RocketReach.
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Top Magnolia Trust Company Employees
Christa Meyer
Administrative Assistant
Ringgold, GA, US
Rhett Zeigler
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Atlanta, GA, US
Todd McMullen
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Atlanta, GA, US
Eric Ratliff
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Brent Taylor
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Atlanta, GA, US
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Atlanta, GA, US
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Yasmeen Callum
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Kerry Larkins
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Kelly Schumacher
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