Catherine Carter Email & Phone Number
Fiduciary @ Baysore & Christian Fiduciary Services LLC
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Catherine Carter Location
- United States
Catherine Carter Work
- Fiduciary @ (April 2026 - Present)
- Relationship Manager @ (March 2023 - February 2026)
- Client Specialist @ (August 2021 - March 2023)
- Fitness Instructor @ (May 2021 - August 2022)
- Account Executive @ (June 2019 - August 2021)
- Fiduciary Education Intern @ (June 2018 - May 2019)
- Legal Intern @ (May 2016 - August 2016)
Catherine Carter Education
- University of Georgia - Terry College of Business
Bachelor of Business Administration - BBA (Business Risk Management and Insurance, International Business)
2015-2019
Catherine Carter Skills
- Case law analysis
- Client Relationship Building
- Coaching
- Cultural Competency
- Customer Service
- Estate Planning
- Estate Tax Planning
- Financial Planning
- Fitness Training
- Inclusive Leadership
- Insurance
- Investment Strategies
- Leadership
- Legal Research
- Legal Writing
- Marketing
- Microsoft Excel
- Microsoft Office
- Microsoft Word
- Organization Skills
- Personal Trust Administration
- PowerPoint
- Public Speaking
- Relationship Management
- Risk Management
- Sales
- Social Media Marketing
- Statutory Interpretation
- Time Management
- Unconscious Bias Awareness Training
- Wealth Management
Catherine Carter Summary
- Catherine Carter, based in United States, is currently a Fiduciary at Baysore & Christian Fiduciary Services LLC. Catherine Carter brings experience from previous roles at The Trust Company of Tennessee, barre3 and TIS Insurance Services, Inc .. Catherine Carter holds a 2015 - 2019 Bachelor of Business Administration - BBA in Business Risk Management and Insurance, International Business @ University of Georgia - Terry College of Business. With a robust skill set that includes Case law analysis, Client Relationship Building, Coaching, Cultural Competency, Customer Service and more. Catherine Carter has 2 emails and 1 mobile phone numbers on RocketReach.
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Top Baysore & Christian Fiduciary Services LLC Employees
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Denver, CO, US
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Michelle Wallace
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