Tom Carter Location
Austin, TX, US
Tom Carter Work
- 2012 - now Owner @ Retirement Plan Fiduciaries, LLC
- Investment Advisor @ ML&R Wealth Management
- Investment Advisor @ Maxwell Locke & Ritter LLP
- Senior Manager @ Plan Data
- Investment Advisor @ The Standard
Tom Carter Education
- California State Polytechnic University-Pomona
BS (Math)
1982 - 1987
Tom Carter Skills
- Sales
- Financial Analysis
- Financial Modeling
- Finance
- Public Speaking
- Portfolio Management
- Investment Advisory
- Investments
- Securities
- Investment Management
Tom Carter Summary
Tom Carter, based in Austin, TX, US, is currently a Owner at Retirement Plan Fiduciaries, LLC. Tom Carter brings experience from previous roles at ML&R Wealth Management, Maxwell Locke & Ritter, Plan Data and Invesmart. Tom Carter holds a 1982 - 1987 BS in Math @ California State Polytechnic University-Pomona. With a robust skill set that includes Sales, Financial Analysis, Financial Modeling, Finance, Public Speaking and more. Tom Carter has 2 mobile phone numbers on RocketReach.
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