Jim Carter's Location

Birmingham, AL, US

Jim Carter's Work

Jim Carter's Education

  • University of Virginia - Darden Graduate School of Business Administration

    MBA (Portfolio Management)

  • Virginia Polytechnic Institute and State University

    BS (IEOR (Industrial Engineering & Operations Research))

Jim Carter's Skills

  • Investments
  • Investment Advisory
  • Fixed Income
  • Financial Advisory
  • Model Portfolios
  • Portfolio Management
  • Regulatory Compliance
  • FINRA
  • Series 7
  • Series 24

Jim Carter's Summary

Jim Carter, based in Birmingham, AL, US, is currently a Chief Operating Officer at Horizons Financial Group, bringing experience from previous roles at Horizons Financial Group, Inc., Maynard, Cooper & Gale, P.C., Accounting, Economics, & Appraisal Group, LLC and Regions Financial Corporation. Jim Carter holds a MBA in Portfolio Management @ University of Virginia - Darden Graduate School of Business Administration. With a robust skill set that includes Investments, Investment Advisory, Fixed Income, Financial Advisory, Model Portfolios and more, Jim Carter contributes valuable insights to the industry. Jim Carter has 2 emails on RocketReach.

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