Deana Carter Email & Phone Number
Vice President of Wealth Management @ First American Trust
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Deana Carter Location
- Rancho Santa Fe, CA, US
Deana Carter Work
- 2022 -now Vice President of Wealth Management @
- 1998 -now Principal @
- 1992 -2004 Advisor @
- 1992 -1999 Senior Associate @
Deana Carter Education
- University of San Diego
Bachelor Of Business Administration (Commerce, Business)
1986-1988 - University of San Diego
(Business Economics)
1985-1988
Deana Carter Skills
- Financial Planning
- Retirement Planning
- Wealth Management
- Estate Planning
- Investments
- Insurance
- Securities
- Strategic Financial Planning
- Management
- Life Insurance
- Financial Analysis
- Retirement
- Asset Allocation
- Mutual Funds
- Portfolio Management
- Finance
- Strategic Planning
- Wealth
- Asset Management
- Series 7
- Real Estate
- Investment Advisory
- FINRA
- 401k
- Term Life Insurance
- Investment Strategies
- Financial Advisory
- Alternative Investments
- Financial Planners
- Fixed Annuities
- Series 63
- Uniform Combined State Law
- IRAs
- High Net Worth Individuals
- Disability Insurance
- Financial Services
Deana Carter Summary
- Deana Carter, based in Rancho Santa Fe, CA, US, is currently a Vice President of Wealth Management at First American Trust. Deana Carter brings experience from previous roles at Carter Financial, Mohr Group and The Mohr Group. Deana Carter holds a 1986 - 1988 Bachelor Of Business Administration in Commerce, Business @ University of San Diego. With a robust skill set that includes Financial Planning, Retirement Planning, Wealth Management, Estate Planning, Investments and more. Deana Carter has 2 emails on RocketReach.
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Top First American Trust Employees
Deana Carter
Vice President of Wealth Management
Rancho Santa Fe, CA, US
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