Carter Sims Email & Phone Number
SVP, Financial Institutions Group @ Tortoise Capital
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Carter Sims Location
- Denver, CO, US
Carter Sims Work
- 2025 -now SVP, Financial Institutions Group @
- 2024 -2025 Principal @
- 2017 -2022 Head of Global Distribution @
- 2006 -2016 Head of US Intermediary Distribution @
- 2004 -2005 Managing Director @
- 2001 -2004 Managing Director, National Accounts and Relationship Management @
- 2001 -2002 Director, National Accounts @
- 1999 -2001 Vice President, National Sales Manager and Key Account Manager @
- 1997 -1998 Vice President @ Pilgrim Baxter and Associates
- 1994 -1997 Fidelity Investments (FIIS) @
- 1988 -1993 Vice President, Distribution Channels; AVP, Corporate Markets; Senior Banking Officer and Credit Analyst @
Carter Sims Education
- Boston College
BS (Finance)
1984-1988 - The Wharton School
SPIN Selling; Conceptual Selling; IMPACT Performance Leadership; Negotiation; Cannon Financial (Securities Industry Institute, 2011)
- Professional Development
Securities Industry Institute (2011)
Carter Sims Skills
- Series 7
- Asset Managment
- Asset Allocation
- Wealth Management
- Equities
- Securities
- Risk Management
- Hedge Funds
- Alternative Investments
- Investments
- Series 63
- Series 24
- Mutual Funds
- Asset Management
- ETFs
- Sales
- Management
- Fixed Income
- Investment Strategies
- Investment Management
- FINRA
- Investment Advisory
- Portfolio Management
- Bonds
- Fund Of Funds
- Separately Managed Accounts
- Financial Services
- Series 65
- Structured Products
- Wealth Management Services
- 401k
- Finance
- Microsoft Office
- New Business Development
- Leadership
- Project Management
- Banking
Carter Sims Summary
- Carter Sims, based in Denver, CO, US, is currently a SVP, Financial Institutions Group at Tortoise Capital. Carter Sims brings experience from previous roles at Third Street Partners, Thornburg Investment Management, Schroders and Columbia Threadneedle Investments, US. Carter Sims holds a 1984 - 1988 BS in Finance @ Boston College. With a robust skill set that includes Series 7, Asset Managment, Asset Allocation, Wealth Management, Equities and more. Carter Sims has 1 emails and 4 mobile phone numbers on RocketReach.
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Top Tortoise Capital Employees
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Jacob Ford
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Rob Thummel
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Jeffrey Kruske
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Leawood, KS, US
David Santacroce
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James Mick
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Leawood, KS, US
Lisa Rebel
Vice President, Office Manager
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Mary Meacham
Chief People Officer
Liberty, MO, US
Jake Robertson
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Sean Wickliffe
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Jack Stephenson
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Eva Lipner
Sr. VP, Marketing
Overland Park, KS, US
Piotr Wianecki
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Craig Fisher
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Joseph Paonessa
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Matthew Sallee
Head of Listed Infrastructure
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Jennifer Black
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