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 1984-1988
- Professional Development
- The Wharton School
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 Boston College. With a robust skill set that includes Series 7, Asset Managment, Asset Allocation, Wealth Management, Equities and more. Carter Sims has 2 emails and 3 mobile phone numbers on RocketReach.
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Others Named Carter Sims
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Top Tortoise Capital Employees
Rob Thummel
Managing Director and Senior Portfolio Manager
Kansas City, MO, US
Carter Sims
SVP, Financial Institutions Group
Denver, CO, US
James Mick
Managing Director and Senior Portfolio Manager
Leawood, KS, US
Lisa Rebel
Vice President, Office Manager
Leawood, KS, US
Mary Meacham
Chief People Officer
Liberty, MO, US
Jake Robertson
Director, Strategic Accounts and Financial Institutions Group
Lee's Summit, MO, US
Jack Stephenson
Controller
Overland Park, KS, US
Eva Lipner
Sr. VP, Marketing
Overland Park, KS, US
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