Todd Carver Email & Phone Number
CXO - Retirement, Financial Planning, and Wellness @ Bank of America
Todd Carver's Location
Minneapolis, MN, US
Todd Carver's Work
- CXO - Retirement, Financial Planning, and Wellness @ Bank of America
- Digital Executive: Institutional Retirement, Life Plan and Financial Wellness @ Bank of America
- Digital Director: Digital Advice, Consumer Investments @ Merrill Lynch
- AVP: Client Development @ Morgan Stanley
- AVP: Retirement Solutions Group @ Citi
- Financial Analyst @ Great American Group
Todd Carver's Education
- Boston College - Carroll School of Management
BS (Finance, Economics)
2002 - 2006 - National University of Ireland, Galway
(Economics)
2004 - 2005
Todd Carver's Skills
- Financial Modeling
- Valuation
- Equities
- Bloomberg
- Fixed Income
- Wealth Management
- Financial Services
- Financial Advisory
- Sales
- User Experience
Todd Carver's Summary
Todd Carver, based in Minneapolis, MN, US, is currently a CXO - Retirement, Financial Planning, and Wellness at Bank of America, bringing experience from previous roles at Bank of America, Merrill Lynch, Morgan Stanley Smith Barney and Citigroup. Todd Carver holds a 2002 - 2006 BS in Finance, Economics @ Boston College - Carroll School of Management. With a robust skill set that includes Financial Modeling, Valuation, Equities, Bloomberg, Fixed Income and more, Todd Carver contributes valuable insights to the industry. Todd Carver has 2 emails on RocketReach.
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