2022 -2025 Assistant Director, Customer Success KYC and Data Solutions @
2020 -2022 Director, Data and Strategic Partnerships @
2019 -2020 Land Development Manager @
2016 -2019 Director, Asset and Investment Manager Analytics Sales @
2015 -2016 Director, Head of Client Relations Americas @
2014 -2015 Relationship Manager, Financial Institutions Group (FIG) and Buy-side @ SNL Financial, now S&P Global Market Intelligence
2012 -2014 Account Manager, Regional Banks @ SNL Financial, now S&P Global Market Intelligence
2010 -2012 Equity Analyst @
Skip Carleton Education
Virginia Commonwealth University
Bachelor’s Degree (Economics)
2011
Virginia Commonwealth University
Graduate Certificate (Real Estate & Urban Land Development)
Virginia Military Institute
(studied Economics & Business)
Skip Carleton Skills
Consultative Selling
Client Relations
Business Intelligence (BI)
Equity Research
Investments
Asset Management
Business Development
Equities
Customer Relationship Management (CRM)
Financial Analysis
Capital Markets
Strategic Planning
Account Management
Project Management
Sales Management
Business Strategy
Business Relationship Management
Management
Leadership
Contract Negotiation
Team Building
Industry Research
Investment Research
Equity Valuation
Data Analytics
Key Account Development
Client Services
Complex Sales
Revenue Forecasting
Skip Carleton Summary
Skip Carleton, based in Charlotte, NC, US, is currently a Associate Director: Manager - Customer Success, Banks and Asset Management at Moody's Analytics. Skip Carleton brings experience from previous roles at Moody's Analytics, Chmura Economics & Analytics, StyleCraft Homes of VA and FTSE Russell, An LSEG Business. Skip Carleton holds a Bachelor’s Degree in Economics @ Virginia Commonwealth University. With a robust skill set that includes Consultative Selling, Client Relations, Business Intelligence (BI), Equity Research, Investments and more. Skip Carleton has 2 emails and 1 mobile phone numbers on RocketReach.
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