Garrett Carter Email & Phone Number
Director of Partnership Integration @ EP Wealth Advisors
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Garrett Carter Location
- Torrance, CA, US
Garrett Carter Work
- 2025 -now Director of Partnership Integration @
- 2021 -2025 Associate Director of Partnership Integration @
- 2019 -2021 M and A Integration Manager @
- 2012 -2012 Product Marketing Intern @ Sterling Global Strategies
- 2010 -2011 Financial Advisor Intern @
- 2018 -2018 Wealth Advisor @
- 2013 -2018 Financial Planner @
Garrett Carter Education
- San Diego State University
MSBA with Concentration in Financial and Tax Planning (Financial Planning and Services)
2011-2013 - UC San Diego
Bachelor of Science (BS) (Management Science)
2007-2011 - Universitat Autònoma de Barcelona 2008-2008
Garrett Carter Skills
- Skilled Communicator
- Microsoft Office
- Team Leadership
- Microsoft Excel
- Personal Financial Planning
- Financial Analysis
- Data Analysis
- Marketing
- eMoney
Garrett Carter Summary
- Garrett Carter, based in Torrance, CA, US, is currently a Director of Partnership Integration at EP Wealth Advisors. Garrett Carter brings experience from previous roles at EP Wealth Advisors, Sterling Global Strategies and CFG Wealth Management. Garrett Carter holds a 2011 - 2013 MSBA with Concentration in Financial and Tax Planning in Financial Planning and Services @ San Diego State University. With a robust skill set that includes Skilled Communicator, Microsoft Office, Team Leadership, Microsoft Excel, Personal Financial Planning and more. Garrett Carter has 2 emails and 1 mobile phone numbers on RocketReach.
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